A linked five-year financial model and an investment appraisal template for Excel: project the whole business, then evaluate individual capital projects.
What you get
- Financial Model Template
- Investment Appraisal Template
- One purchase and one checkout for both templates
Included templates
- Financial Model Template — A linked five-year P&L, balance sheet and cash flow driven from a single assumptions sheet — with a balance check that proves it holds together.
- Investment Appraisal Template — Appraise any capital project in Excel: year-by-year free cash flow, NPV, IRR, MIRR, payback and profitability index, with Base, Best and Worst scenarios and a tornado sensitivity analysis.
Who it is for
Founders, finance managers, analysts and advisers who need a working three-statement model and want to appraise capital projects such as equipment, a site or an expansion.
In the download
- 2 ZIP files, one for each template
- Each ZIP contains the Excel workbook, a README with the full usage guide and the licence
- Worked sample data in every workbook, clearly labelled
Requirements
- Microsoft Excel 2016 or later, or Microsoft 365
- Also opens in LibreOffice Calc, Google Sheets (import) and Apple Numbers
- No macros, no add-ins, no internet connection required
Please read
- The templates in this bundle are the same files as the individual products. See each template’s own page for its specific notes and limitations.
- Sample data is included and clearly labelled. It is illustrative only.
- These are tools, not financial, accounting, tax or legal advice.
Value comparison
- Individual value: $68 (Financial Model $39 + Investment Appraisal $29)
- Bundle price: $54
- You save: $14 (20.6%)
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