[vc_row show_container_fluid=”1″ padding_setting=”1″ desktop_padding=”no-padding” id=”home”][vc_column][brando_slider slider_premade_style=”brando-owl-slider1″ slider_preview_image=”brando-owl-slider1″ show_pagination=”1″ show_pagination_style=”1″ show_pagination_color_style=”1″ show_cursor_color_style=”white-cursor” slidespeed=”” title_color=”#dd3333″ brando_slider_id=”newhomeslider”][brando_slide_content enable_opacity=”0″ enable_separator=”1″ image=”8064″ title=”3-D Pie Charts Don’t Attract Capital” button_config=”url:https%3A%2F%2Fexcelmodels.com%2Fproduct%2Ffinancial-forecast-valuation-model%2F|title:Free%20Demo|target:_blank” title_color=”#012060″ sep_color=”#012060″ slide_title_settings=”align_lg:text-lg-center”]
We build investor-grade financial models, not showpieces
Plug in your drivers and get:
- 5-year forecast & company valuation
- 6 board-ready financial statements
- Index of baseline metrics & KPIs
Adjust your inputs to update your forecast
No flashy visuals. No gimmicks. No clutter.
Download a sample model
[/brando_slide_content][/brando_slider][/vc_column][/vc_row][vc_row brando_row_animation_style=”fadeIn” id=”product”][vc_column alignment_setting=”1″ mobile_alignment=”xs-text-center” margin_setting=”1″ desktop_margin=”margin-four-bottom” mobile_margin=”xs-margin-ten-bottom” width=”1/2″ offset=”vc_col-md-12 vc_col-xs-12″][vc_row_inner][vc_column_inner width=”1/1″ class=”extra-space”][vc_empty_space height=”120px”][/vc_column_inner][/vc_row_inner][brando_section_heading brando_heading_type=”heading-style4″ heading_preview_image=”heading-style4″ brando_heading_tag=”h2″ brando_text_color=”black-text” margin_setting=”1″ desktop_margin=”no-margin” brando_heading=”FORECAST & VALUATION MODELS”][vc_row_inner disable_element=”1″ margin_setting=”1″ desktop_margin=”margin-two-top” id=”product”][vc_column_inner width=”1/3″][vc_column_text]
Common Features
- 7 auto-generated Pro Forma financial statements
- 2-part company valuation and a financial analysis section with 6 key exhibits
- All user inputs go on a single tab, which features a 5-year summary table.
[/vc_column_text][vc_images_carousel images=”7576,7577,7578,7579,7580,7581,7582,7583,7584,7585″ img_size=”600*250″ css=”.vc_custom_1762162757218{margin-top: 30px !important;}” el_class=”forecast-image-slide”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Strategic Operating model
Focuses on margins, costs, and managing drivers
$210.00
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Startup Pathway model
For early-state ventures to validate ideas & pitch funding
$220.00
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Five-Year Outlook model
FP&A template for medium-term structured projections
$240.00
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Professional Services model
Ideal for consultants, agencies, legal, and accounting firms
$240.00
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SaaS & Recurring Revenue model
Structured for Subscription/ARR- based sales & income
$270.00
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CFO Enterprise model
Robust software for multi-scenario planning and financing
$280.00
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner margin_setting=”1″ desktop_margin=”margin-two-top” id=”product”][vc_column_inner width=”2/5″][vc_column_text]
Features
- 60-month forecast & 2-part company valuation
- 7 auto-generated financial statements
- Analytics module with 6 key metrics
- Adjust drivers to update forecast in real time
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Download a sample model
[/vc_column_text][/vc_column_inner][vc_column_inner width=”3/5″][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Strategic Operating model
$210.00
Focuses on margins, costs, and managing drivers
[/vc_column_text][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Startup Pathway model
$220.00
For early-stage ventures to validate ideas & pitch funding
[/vc_column_text][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Five-Year Outlook model
$240.00
FP&A template for medium-term structured projections
[/vc_column_text][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
CFO Enterprise model
$280.00
Robust software for multi-scenario planning and financing
[/vc_column_text][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Professional Services model
$240.00
Ideal for consultants, agencies, legal, and accounting firms
[/vc_column_text][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
SaaS & Recurring Revenue model
$270.00
Structured for Subscription/ARR- based sales & income
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Customization and build-out are available for an additional fee.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner disable_element=”1″ margin_setting=”1″ desktop_margin=”margin-two-top”][vc_column_inner width=”1/3″][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Strategic Operating model
Focuses on margins, costs, and managing drivers
$210.00
[/vc_column_text][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Startup Pathway model
For early-state ventures to validate ideas & pitch funding
$220.00
[/vc_column_text][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Five-Year Outlook model
FP&A template for medium-term structured projections
$240.00
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Professional Services model
Ideal for consultants, agencies, legal, and accounting firms
$240.00
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SaaS & Recurring Revenue model
Structured for Subscription/ARR- based sales & income
$270.00
[/vc_column_text][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
CFO Enterprise model
Robust software for multi-scenario planning and financing
$280.00
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text]
Features
- 7 auto-generated Pro Forma financial statements
- 2-part company valuation and a financial analysis section with 6 key exhibits
- All user inputs go on a single tab, which features a 5-year summary table.
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Customization and build-out are available for an additional fee.
Download a sample model
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner margin_setting=”1″ desktop_margin=”margin-two-top” id=”product_next”][vc_column_inner width=”1/1″][vc_empty_space height=”120px” el_class=”extra-space”][brando_section_heading brando_heading_type=”heading-style4″ heading_preview_image=”heading-style4″ brando_heading_tag=”h2″ brando_text_color=”black-text” margin_setting=”1″ desktop_margin=”no-margin” brando_heading=”ADDITIONAL TOOLS & RESOURCES”][/vc_column_inner][/vc_row_inner][vc_row_inner margin_setting=”1″ desktop_margin=”margin-two-top” id=”product_next” class=”add_prdct”][vc_column_inner width=”1/2″][vc_empty_space el_class=”empty-space-opn”][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Loan Origination & Monetization model
$260
For building & managing a lending portfolio
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GAAP Financial Reporting model
$160
For quarterly & annual performance updates
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[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner margin_setting=”1″ desktop_margin=”margin-two-top” id=”product_next” class=”add_prdct”][vc_column_inner width=”1/2″][vc_empty_space el_class=”empty-space-opn”][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Managerial Finance seminar
$225
Ten lessons illustrated with Excel tables & formulas
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Decision-maker
$110
Quantifying the qualitative to yield answers to life’s questions
[/vc_column_text][vc_images_carousel images=”8445,8446″ img_size=”350*150″ css=”” el_class=”prodct-crsl tools-slider”][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner disable_element=”1″ margin_setting=”1″ desktop_margin=”margin-two-top” id=”product_dwnld_btn”][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Download a sample model
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/1″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row brando_row_animation_style=”fadeIn” id=”faq”][vc_column alignment_setting=”1″ mobile_alignment=”xs-text-center” margin_setting=”1″ desktop_margin=”margin-four-bottom” mobile_margin=”xs-margin-ten-bottom” width=”1/1″ offset=”vc_col-md-12 vc_col-xs-12″][vc_empty_space height=”80px”][brando_section_heading brando_heading_type=”heading-style4″ heading_preview_image=”heading-style4″ brando_heading_tag=”h2″ brando_text_color=”black-text” margin_setting=”1″ desktop_margin=”no-margin” brando_heading=”Faq”][vc_empty_space height=”40px”][vc_tta_accordion section_title_tag=”h6″ color=”white” active_section=”1″][vc_tta_section title=”What products do you offer?” tab_id=”1757151035448-1d5775bc-e834″][vc_column_text]Six financial forecasting models for different user types, and one for building & monetizing a loan portfolio. We also have a template for earnings reports, a 10-lesson course on finance fundamentals, and a tool to aid in decision-making.[/vc_column_text][/vc_tta_section][vc_tta_section title=”What do your financial models do?” tab_id=”1757151035534-dca77903-17e1″][vc_column_text]They generate set of GAAP-based, board-ready financial statements, company valuation, and an analytics section.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How is that different from accounting software?” tab_id=”1757151129748-ddb5fb70-686a”][vc_column_text]Financial models use aggregated data for planning and decision-making. Accounting software uses hundreds of line-items for detailed transaction recording.[/vc_column_text][/vc_tta_section][vc_tta_section title=”So the best models do both?” tab_id=”1759311473574-6d767d2f-486a”][vc_column_text]No. Hybrid tools fail both by reducing efficiency for each. Over-detail hampers forecasting. Irrelevant tabs & formulas impede bookkeeping.[/vc_column_text][/vc_tta_section][vc_tta_section title=”There are tons of cheap products out there. How are yours different?” tab_id=”1759311492363-cc5c2efa-de6a”][vc_column_text]Nearly all of them are hybrid models. Most have uneven formatting, inputs on every tab, and useless graphs. Our models are purpose-built for finance. They’re intuitive, uniform, and modular. No flashy visuals, no clutter.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Are they just a bunch of spreadsheets?” tab_id=”1759311501675-450369c1-db00″][vc_column_text]No. They’re standalone applications. You provide inputs, and the model does everything else[/vc_column_text][/vc_tta_section][vc_tta_section title=”Who are your customers?” tab_id=”1761643531606-d76a7977-af65″][vc_column_text]Investors, CFOs, Analysts, Founders, Lenders, and other decision-makers[/vc_column_text][/vc_tta_section][/vc_tta_accordion][vc_row_inner disable_element=”1″ id=”product_dwnld_btn”][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text margin_setting=”1″ desktop_margin=”margin-four-bottom”]
Download a sample model
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row brando_row_animation_style=”fadeIn” id=”contact”][vc_column alignment_setting=”1″ mobile_alignment=”xs-text-center” width=”1/2″ offset=”vc_col-md-12 vc_col-xs-12″][vc_empty_space height=”120px”][vc_row_inner margin_setting=”1″ desktop_margin=”margin-two-top”][vc_column_inner width=”1/2″][brando_section_heading brando_heading_type=”heading-style4″ heading_preview_image=”heading-style4″ brando_heading_tag=”h2″ brando_text_color=”black-text” margin_setting=”1″ desktop_margin=”no-margin” brando_heading=”About Us”][vc_column_text margin_setting=”1″ desktop_margin=”margin-one-top” class=”about-us-main”]We’re a 3-person team with backgrounds in finance and economics
Throughout our 5 decades of collective experience, we’ve done it all:
- Worked in the trenches
- Served on Boards
- Raised funds
- Completed acquisitions
- Led Finance and Analytics Departments
- Taught finance courses at two universities
- Built business models for more than 100 clients
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][brando_section_heading brando_heading_type=”heading-style4″ heading_preview_image=”heading-style4″ brando_heading_tag=”h2″ brando_text_color=”black-text” margin_setting=”1″ desktop_margin=”no-margin” brando_heading=”Contact”][vc_column_text margin_setting=”1″ desktop_margin=”margin-one-top” class=”about-us-main”]Feel free to reach out with questions or comments[/vc_column_text]