Excel Financial Models
That Get You Funded and Help You Manage Your Staff
The finest and most comprehensive models you can find on the internet.
Made by the expert. Years of work for affordable prices.
Powerful Models Are Within Your Reach
I worked in tier-1 M&A (modelling banks and insurance), and VC, and wasted so much time building models for my own startup fundraises. I’m an Excel beast, but building large models is a huge task!
I built these models because there was nothing online that was actually good. In some cases, there was literally nothing (e.g. ESOP). My mission is to help you just get things done at the highest level and look like a pro to investors when you raise.
Financial Models
Whether you are raising or want to do advanced planning, these are the best models on the internet you can buy off the shelf.
Each model is specifically built for a business model, and the word choice is literal to how they make money.
The financial models are built off the same architecture with a marketing stack, P&Ls, KPIs, charts, staff, expenses, and specific revenue calculations.
Testimonials
The Financial Models Create Value
Eric Reiner
Melissa Koch
Vincent Rizzo
Alex Zehnbacht
Cormac M. Kelly
Kristina Ay-Ay
Matias Campiani
Melissa Koch
App Social Financial Model
You distribute your startup on Android and Apple stores and make money charging for in-app services. You have aspirations for virality to drive your user adoption.
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Ecommerce Financial Model
For ecommerce startups that sell physical goods such as fashion, food, supplements. Ship from your own warehouse. This was originally based on a fast fashion ecommerce startup I invested in. It's not a marketplace model.
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Enterprise SaaS Financial Model
You're a complex enterprise SaaS startup with a complex sales process. You might have enterprise, consumer and SME customers (Don't need to do all 3 but they are there). You are also a nerd that knows what they need as this is a huge model. I built a basic version of this for my own enterprise raise so it's not airy fairy.
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Marketplace Financial Model
Startups that are a real marketplace. There is both a supply and demand side (Both are modelled specifically). Think Etsy, eBay, Uber etc. The model covers listings, ads, member, payment, transaction, and affiliate revenue streams. This does not do 3 sided marketplaces. I made a basic and advanced version. The advanced has a lot more functionality.
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Basic Marketplace Financial Model
Ecommerce startups that are a real marketplace. There is both a supply and demand side (Both are modelled specifically). Think Etsy, eBay, Uber etc. The model covers listings, ads, member, payment, transaction, and affiliate revenue streams. This does not do 3 sided marketplaces. I made a basic and advanced version. The advanced has a lot more functionality.
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SaaS Financial Model
SaaS startup with monthly and annual contracts. Self-onboard and sales supported customers. Think Buffer, Zapier, Hubspot, or Xero. Cohort model with all the capability you expect including expansion revenue, churn and full marketing funnel. If you are in SaaS this is a no brainer model for you. Get the enterprise SaaS model if you have a long sales cycle though.
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Subscription Ecommerce Financial Model
For subscription ecommerce startups that sell physical goods via subscription. Ship from your own warehouse. Combines both subscription and traditional ecommerce product sales in one model. This was designed for D2C companies such as Birchbox, Dollar Shave Club, Bark Box, and IPSY.
Learn moreStaff Management
I’ve made three tools focused on managing ownership and increasing the productivity of your team.
Testimonials
Plans Get Made and Executed
Lisa Patrick
Matias Campiani
Jeffrey Lyons
Raisul Kabir
ESOP Model
You can't afford top talent with just cash, so you need to incentivise them with options. What the heck does a structure look like? This is literally the only ESOP model on the internet! You will decide on a fixed structure and you will be able to apply it to every hire so every evergreen, promotion, and performance grants are defendable to keep everyone on board that you are always fair.
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Professional Cap Table Model
The most detailed Excel model to to track financing rounds that you can buy on the internet so you know who owns what of your company. The tool is also great for lawyers to manage clients as it has the functionality to track all the complex changes you need to make and be auditable.
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Pro OKR PPP KPI Tracker Tool
Google is famous for setting OKRs. This is a ridiculously simple Google Sheet your staff will actually use. You can set it up so that you automatically get an email sent weekly with all the updates to keep on top of everyone. Plan your quarterly OKR and KPI in one easy to use sheet with no fancy stuff. Easily manage updates on what the team is doing every week and what they are stuck on through PPPs.
Learn moreOther Excel Tools
If it’s not obvious, I’m a nerd and I like to make useful things for you. Here are two useful but super cheap tools to help you make cool things and save tonnes of time.
Testimonials
Efficiency Increases
Bill Baumgart
Paul Warren-Tape
Sarah Beardmore
Excel Productivity Addin
Excel let's you install 'plugins' which let you do cool things at a press of a button. There are some awesome free ones, but they have like 200 functions! Finding what you actually will use is a pain. I made one with just what I use regularly. You can do cool things such as save a version of your file (and auto rename the file v1/2/3/4), change the currency formats of my paid models, and other nerdy things which will save you hours. It's a cheap no-brain tool to have just for the save button!
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Complex Charts
It's easy to make a pie chart but there are advanced charts used by consultants and bankers that are a pain to make. If you had templates you could just get your work done. The file frees you to create 9 of the most complex charts with no skill required! There are 121 sheets (Variations) to make this fool proof.
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Simple pitch deck template
Simple pitch deck template with 115 slides for early stage startup founders. PowerPoint and KeyNote versions. Easy to edit and update.
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