Assumptions
Centralized business drivers
Adjust revenue drivers, pricing, staffing and key cost assumptions in one place while the model updates automatically across the forecast.
Professional Excel financial model builder
Start with a professional financial model in Excel — without starting from scratch
Answer a few guided questions and download a structured Excel financial model ready to refine, analyze and use for planning or investor discussions.
- Driver-based financial model with integrated statements
- Fully editable Excel workbook
- Suitable for planning, investor decks and funding discussions
Model preview
Inside the Excel model you receive
Preview the workbook structure before you buy. The model separates assumptions, calculations and outputs so it stays transparent, easy to review and simple to adapt.
Financial statements
Integrated financial statements
The model automatically links the income statement, balance sheet and cash flow so every assumption flows consistently through the forecast.
Outputs
Interactive forecast dashboard
Explore your forecast through an interactive dashboard with key metrics, trends, and scenario insights in a clear visual layout.
Use cases
Built for practical business use
Investor decks and fundraising
Create a structured forecast that supports funding discussions and investor materials.
Business planning
Model revenue, costs and cash flow to plan the next phase of your business with more confidence.
Bank loans and financing
Prepare financial projections that can be shared with lenders or advisors.
How it works
From answers to a structured financial model
Your inputs are translated into a professionally structured Excel workbook with integrated financial statements and editable assumptions.
1
Answer a few guided questions
Describe your revenue streams, hiring plans, operating costs and other key assumptions.
2
Generate the financial model
Your answers populate a professionally structured Excel workbook.
3
Download and refine the analysis
Open the file, review the forecast, adjust assumptions and develop the analysis further if needed.
Most users generate a first structured model in about 5–8 minutes.
Why this model
Built by financial modeling professionals
Created by a team of corporate finance professionals with more than a decade of experience building financial forecasting models.
- Driver-based logic with integrated financial statements
- Clear separation of inputs, calculations and outputs
- Structured for auditability and easy (AI) modification
- Model structure aligned with investor expectations
- Selected benchmark inputs used where relevant
No subscription
One-time purchase
$79
Start with a professionally structured financial model instead of spending hours restructuring templates or paying hundreds for a custom first draft.
- Customized based on your business inputs
- Fully editable Excel workbook
- First structured model generated in about 5–8 minutes
Generate Your Financial Model
Full refund if the model does not meet your expectations.
FAQ
Frequently asked questions
Is this software or a spreadsheet?
You complete a guided process on the website. The result is a fully functional Excel workbook that you download and own.
Can the model be modified after download?
Yes. The Excel workbook is fully editable. Assumptions can be adjusted, new line items added and the forecast extended.
Is financial modeling experience required?
No. The wizard captures business inputs such as revenue streams and operating costs. The Excel workbook converts these into a structured financial forecast automatically.
Is this suitable for investor discussions?
The model follows a standard financial modeling structure with integrated financial statements and clear assumptions, making it suitable as a starting point for investor materials.
How long does it take?
Most users generate a first structured version of their model in about 5–8 minutes. The workbook can then be refined and extended depending on the level of analysis required.
Why not just use AI or a free template?
AI tools and generic templates can generate numbers quickly, but they rarely provide a clean driver-based Excel model with integrated financial statements. This template gives you that structure, which you can then refine further using AI.
What if the business model is unusual?
The system covers common business structures well. For specialized situations the generated workbook still provides a structured starting point that can be extended.
What if I'm not satisfied with the model?
We offer a full refund if the model does not meet your expectations.
Ready to start
Start with a professional financial model
Answer a few guided questions and download a structured Excel workbook you can refine, extend and use for real financial analysis.