Financial model library

Financial Models
by Category

Browse hundreds of editable Excel and Google Sheets templates, organized by how a business earns money, operates, and creates value.

Browse categories → Find my model → View every model

Built from more than a decade of real-world client work.

X Operating Model.xlsx Illustrative workbook structure

● Editable

Assumptions Forecast Dashboard

Operating Drivers Year 1 Year 2 Year 3

Active customers 1,250 1,610 2,075

Revenue $1.2m $1.6m $2.1m

Gross margin 62% 64% 67%

EBITDA $144k $262k $462k

✓ Clearly marked inputs ✓ No hidden formulas ✓ Fully editable ✓ Immediate download

10+ years building financial models

1,000+ clients and business scenarios

Fully editable Excel and Google Sheets

Built to explain not hide the logic

Browse the library

Start with the economics
you need to model.

Each category leads to focused models and bundles. Choose the closest match, then compare the assumptions, outputs, and time horizon on the model page.

IND 01

Industry & Operating Businesses

Bottom-up forecasts built around the operating drivers that actually move each business.

Manufacturing · Services · Energy · Retail Explore category → SaaS 02

SaaS & Recurring Revenue

Model MRR, customer cohorts, churn, retention, pricing, CAC, and lifetime value.

SaaS · Subscriptions · Memberships · Marketplaces Explore category → RE 03

Real Estate

Underwrite acquisitions, development, rental growth, financing, and investor returns.

Multifamily · Hotels · Self-storage · Development Explore category → JV 04

Joint Ventures & Waterfalls

Allocate cash through preferred returns, promotes, catch-ups, and IRR or MOIC hurdles.

GP/LP · Preferred equity · Funds · Promote structures Explore category → VAL 05

Valuation & Acquisition

Estimate value and buyer returns using DCF, multiples, LBO, and sensitivity analysis.

DCF · EBITDA/SDE · LBO · WACC · Cap tables Explore category → LEND 06

Lending & Credit

Forecast loan origination, portfolio cash flow, defaults, fees, and structured credit.

Direct lending · Loan tapes · Securitization · Amortization Explore category → FP&A 07

Accounting & FP&A

Plan, calculate, and report cash flow, costs, inventory, staffing, and financial statements.

3-statement · Cash flow · Job costing · Inventory Explore category → KPI 08

Dashboards & Google Sheets

Turn operating data into clear trackers, KPI dashboards, pipelines, and reports.

CRM · KPI dashboards · HR · Inventory tracking Explore category → ENRG 09

Renewable Energy

Model generation capacity, plant throughput, deployment, pricing, costs, capital spending, and project cash flow.

Solar · Wind · Hydrogen · Biogas · Battery recycling Explore category → SVC 10

Service Businesses

Connect jobs, customers, staffing, equipment, and delivery capacity to revenue, margins, and cash flow.

Crews · Local services · Professional firms · Franchises Explore category → ACQ 11

Acquisitions

Financial models for SMB acquisitions, connecting bottom-up operating forecasts with acquisition financing, cash flow, and buyer returns.

SMB acquisitions · Bottom-up forecasts · Financing · Buyer returns Explore category → B&M 12

Brick-and-Mortar Businesses

Model the startup, operations, and expansion of businesses built around physical locations.

Retail · Automotive · Hospitality · Fitness · Care Explore category →

A better way to choose

Choose by economics,
not just the industry label.

The best starting template is usually the one that matches the business model. A car wash with memberships, for example, may need both location-level operating assumptions and recurring-revenue logic.

Not sure? Let the Model Finder choose →

1 If... Revenue repeats monthly › Start with... SaaS & recurring revenue

2 If... A property produces NOI › Start with... Real estate

3 If... Cash is split among investors › Start with... JV & waterfalls

4 If... Operations scale by units, sites, or crews › Start with... Industry-specific

Recently added

New models from the library

See all templates →

01 Acquisitions Direct Marketing & Print Communications Acquisition Financial Model Five-year SMB acquisition model for a direct marketing and print communications business. Connect customer demand, production capacity, staffing, postage and working capital with acquisition funding, scenarios, three statements, valuation, equity returns and a deal scorecard. → 02 Industry & Operations Med Spa Startup Financial Model Five-year, single-location med spa startup model connecting new and repeat clients, treatment capacity, staffing, working capital, debt and equity to integrated statements, KPIs, DCF, valuation and investment returns. → 03 Industry & Operations Battery Energy Storage System (BESS) Operator Financial Model 10-year BESS operator model with phased battery deployment, tolling, energy trading, capacity and ancillary revenue, variable costs, dynamic debt, connected statements, equity cash flows, IRR, MOIC, NPV, DCF valuation, sensitivities and KPI charts. → 04 Industry & Operations Equipment Rental Financial Model with Dynamic Debt Ten-year equipment rental operating model with fleet expansion, utilization, variable costs, dynamic equipment financing, connected statements, equity cash in/out, IRR, MOIC, NPV, DCF, valuation and sensitivities. →

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