Free templates
Start from a proper structure instead of a blank page. Free to download, with no form to fill in.
3-statement financial model template
A fully linked income statement, balance sheet and cash flow statement, built on a working capital schedule, a PP&E and depreciation schedule and a debt schedule. A balance check ties to zero in every year. Formulas throughout, not typed-in numbers.
- 8 tabs: instructions, assumptions, three schedules and three statements
- Yellow cells are your inputs, everything else calculates
- Five projection years plus an opening balance sheet
Investment committee memo template
A ready-to-fill Word template covering the executive summary, deal overview, investment thesis, key financials, risks and mitigants, and the recommendation, structured the way a good IC memo should be.
- Two pages, clean layout, placeholder text to replace
- Tables for key financials and for risks and mitigants
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