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

It is a one-time fee. By purchasing this template you can download it to your computer and use it for as long as you need to.

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. Before purchase, download a free example of your template at the top of this page to glance through it and see what it includes.

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

Yes it is. All lenders require a financial plan, yet their demands vary, for example:

• Some will only ask you for your Profit-and-Loss statement, others for your 3 financial statements.
• Some will require 3 years projections, others 5 years.
• Some will need a simple PDF one-pager yet most will require the underlying Excel version of your financial plan.

Our financial model templates are already built with 5-year financial projections of your 3 financial statements to make it easier for you to send it to your bank, either as an Excel document or a PDF printout. You have everything you need to get funded.

The short answer is no. Since these templates are digital products, it is impossible for us to retrieve the template once you have downloaded at least once on your computer.

Note that all of our financial model templates have a free version that can be downloaded before purchase.

This explains why less than 2% of our customers ever ask us for a refund.

That being said, if you are unhappy with your purchase, we will always do our best to make it work for you, either by: offering another template for free, helping you to use and/or customize your model so that it works for you. 

If we can’t find an arrangement, we will offer refunds exceptionally when, for example:

• You have purchased but you have not yet downloaded the document to your computer
  
• You have rightfully be misled by an element on our website

Yes we do. Many of our customers even come back to us for help a year post purchase as they update their financial plan.

We provide free lifetime email support, period.

Yes. We offer a free expert review of your financial model. Should you have any changes, you may want to have someone from our team to look at your financial plan before you send it to investors or a bank. We get that.

Here is what we do: 

• We go into your model and check it for errors and inconsistencies. So if you’ve made any errors or changed any formulas, we would fix it back for you

Here is what we do not do: 

• We do not make edits that are not part of the original template. We call these customizations. If this is what you need, contact us for a quote (see next question)

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. 

Customizations can be anything like:

• Adding a revenue stream (for example: adding retail sales for an online store)
• Adding new charts 
• Adding new roles for the hiring plan