Product category




Get a professional financial plan that (actually) gets you funded

Only 26%* of US business loans are approved. Get a professional financial plan to successfully getting your business funded. 

* SBA loans approval rates from large banks (2020-2023)

Trusted by 12,000+ entrepreneurs, consultants and investors

Costs 10x less than what you'd pay a CPAViviane M.
Read More

We found this website as we were looking for a financial modeling expert. After some discussions w Remi via email we purchased a template that cost us probably 10 times less what we would have paid to a CPA in the first place.
Excellent product
Excellent productJohn Barlow
Read More

Excellent product. The best customer service. I hold an MBA and a JD and I know quality work when I see it. This product meets the demands required for fund raising and would easily stand up in court if needed. Don't hesitate on the purchase, the cost value cannot be beat or duplicated.
This template is the greatest thing ever​
This template is the greatest thing ever​Sophie Q.
Read More

This template is the greatest thing ever. It saves me so much time and is far more accurate and thought through than any financial model I have built on my own so far. You can’t be better prepared than this when you’re talking to investors.

Financial plans do not have to be complicated.

Here are 3 tips on how to nail yours.

1.

KNOW HOW MUCH YOU (REALLY) NEED TO RAISE (AND WHERE YOU SPEND IT)

In fact, this is the result of a carefully built financial plan where you forecast realistic revenue and expenses projections.

Most small businesses do not really know how much funding they need to raise.

Your plan is good enough if you can clearly explain how much you will spend over the next 12 – 24 months and where you intend to spend it.

Sources and uses dashboard of our free 3-year financial model template.

2.

KNOW HOW LONG YOU NEED TO GET THERE (the BREAK EVEN POINT)

All businesses burn some amount of money before they can turn a profit. This can be investments (equipment, building, renovations) or expenses (salaries, marketing costs, etc.)

Knowing how long you need to cover for losses before you can turn a profit is something banks and investors will want to see firsthand.

Break even point report of our free 3-year financial model template

 

3.

SHOW YOUR BUSINESS iS PROFITABLE ENOUGH TO SERVICE DEBT (OR To PAY OFF INVESTORS)

If you’re asking for a bank loan, lenders will need to see that your business can pay off the interests and repayments. That’s all they care about.

 

If you’re raising equity from investors, they will need to see how much your business can be worth in the future, to pay off their investment.

Return on investment (ROI) dashboard of our free 3-year financial model template

 

Ready to build yours?

Here's what's inside our financial model templates

EVERYTHING YOU NEED TO GET FUNDED

All our financial model templates include all the essentials you need:

CUSTOMIZE 100+ ASSUMPTIONS

All our templates are fully editable and can be easily modified to fit your business. Easily change more than 100+ assumptions:

Start free. Upgrade if you need to.

START HERE IF YOU NEED A SOLID YET SIMPLE FINANCIAL PLAN

ONE-SIZE-FITS-ALL STARTER
3-YEAR FINANCIAL MODEL

FREE

This is our 3-year financial model for entrepreneurs who need a rock-solid template to get started. 

 

Works for most businesses.

or UPGRADE TO A CUSTOMIZED ADVANCED FINANCIAL PLAN

200+ ADVANCED
5-YEAR FINANCIAL MODELS

USD 119

USD 179

200+ financial models for entrepreneurs who need more flexibility by using a template made specifically for their business

 

200+ businesses. Choose yours.

ONE-SIZE-FITS-ALL STARTER
3-YEAR FINANCIAL MODEL

FREE

This is our 3-year financial model for entrepreneurs who need a rock-solid template to get started. 

 

Works for most businesses.

By submitting this form you agree to our website's Terms and Conditions and Privacy Policy.

ANy QUESTIONS?

All our financial model templates can either be used with Excel or Google Sheets, Google Sheets being a free version of Excel.

Our financial model templates are easy-to-use and already built. 

 

In addition to a tutorial, we make it clear for anyone to change assumptions without breaking anything. So if you’re not good at Excel but understand what a spreadsheet is, this template is also for you.

 

If any questions or doubts, contact our team and we will be happy to help.

All our advanced financial model templates come with a free lifetime email support, period.

90% of our customers do not need any customizations, but we understand that sometimes, your business may not fully fit into a one-size-fits-all template. 

So if you need us to add features in the template, we can help.

0