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.
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Enterprise SaaS Financial Model
You're a complex enterprise SaaS startup with a long and complex sales process with multiple fee streams which is impossible to model! You might have enterprise, consumer and SME customers (Don't need to do all 3 but they are coded).
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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.
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Basic Marketplace Financial Model
Startups that are a real marketplace. There is both a supply and demand side. Think Etsy, eBay, Uber etc. The model covers listings, ads, member, payment, transaction, and affiliate revenue streams. This is the basic version of the marketplace model.
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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.
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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
Scaling startups need to motivate and retain staff with an ESOP structure. Venture capital investors also require them, but what does one look like? This is the only model on the internet for you to just get it done, and right.
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Professional Cap Table Model
Detailed cap table Excel model for startups, lawyers and investors to track financing rounds. Enables you know who owns what of a startup. The tool is also great for lawyers to manage clients as it has the functionality to track all the complex changes you need and be auditable.
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Pro OKR PPP KPI Tracker Tool
Google is famous for setting OKRs. This is a simple Google Sheet designed for startups which your staff will actually use. Get automated emails for you and management on deliverables. Plan your quarterly OKR and KPI in one easy to use sheet.
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 plugin designed to support my financial models. Easily change the currency from $ to appear as the currency you need. Save a new version of your file (and auto rename the file v1/2/3/4), And other nerdy things which will save you hours!
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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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