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 → View every model

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

X Operating Model.xlsx Illustrative workbook structure

● Editable

AssumptionsForecastDashboard

Operating DriversYear 1Year 2Year 3

Active customers1,2501,6102,075

Revenue$1.2m$1.6m$2.1m

Gross margin62%64%67%

EBITDA$144k$262k$462k

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

10+ yearsbuilding financial models

1,000+ clientsand business scenarios

Fully editableExcel and Google Sheets

Built to explainnot 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.

IND01

Industry & Operating Businesses

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

Manufacturing · Services · Energy · Retail Explore category → SaaS02

SaaS & Recurring Revenue

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

SaaS · Subscriptions · Memberships · Marketplaces Explore category → RE03

Real Estate

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

Multifamily · Hotels · Self-storage · Development Explore category → JV04

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 → VAL05

Valuation & Acquisition

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

DCF · EBITDA/SDE · LBO · WACC · Cap tables Explore category → LEND06

Lending & Credit

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

Direct lending · Loan tapes · Securitization · Amortization Explore category → FP&A07

Accounting & FP&A

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

3-statement · Cash flow · Job costing · Inventory Explore category → KPI08

Dashboards & Google Sheets

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

CRM · KPI dashboards · HR · Inventory tracking 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? Ask which model fits →

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 Telecom 10-Year Cell Phone Network ProviderSubscribers, network buildout, financing, valuation, and equity returns. → 02 Circular economy Recycling Delivery Box & Material PickupFive-region scaling, route density, fleet, facilities, and customer cohorts. → 03 Service business Crew-Based Service BusinessJob mix, crews, productive hours, capacity, equipment, and margins. → 04 Lending Loan & Deal BrokerageDeal pipeline, close rates, fee revenue, staffing, and cash flow. →

Want the complete library?

The Super Smart Bundle

Get the full collection in one purchase, including future additions and updates.

Explore the bundle →

Need something specific?

Custom modeling & deal analysis

Get help adapting a model, building from scratch, or evaluating an acquisition.

Custom work → Deal analysis →