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Compare & find the right model for you.

Start with the overview and comparison grids of the financial models to learn more about each model. The first section details the base series of models that are used to forecast a business, the second section details the modules that extend the base models, and the remaining sections detail models and tools specialized for certain types of businesses.

The Standard Financial Model is the best fit for most entrepreneurs, unless you need less model structure - in which case the Runway and Cash Budget Tool or Starter Financial Model are better fits.

Choosing a template ›

Download instantly, free updates forever.

The models (and video course) are available instantly after purchase; you will get an instant download link as well as an email with a download link. The model is a Microsoft Excel™ file that can be used with many spreadsheet programs, including Google Sheets™. Re-download the model anytime; and additionally, any new updates to the model you purchased will be emailed to you automatically, for free.

More about downloads › and updates ›

Leverage a tested, robust structure that's built for your business.

Developed over years of use with thousands of customers and clients, each model is already built to be a good fit for your business. The financial core of the model - operating cost budget, financial statements (if applicable), summaries, and key reports apply to all types of businesses, and the revenue structures are built to be flexible enough to handle a variety of types of businesses.

Want to use your existing revenue forecasts, or build your own? Use the Standard Financial Model and "Bring Your Own Model" to easily integrate your existing sales and revenue forecast into the financial core to take advantage of the reporting and analysis already built in.

More about the Foresight structure ›

Focus on your assumptions and the results, not Excel formulas.

Each model is structured so that you can focus on your assumptions without having to worry about the calculations. Each sheet is noted and detailed throughout so you know what each component does, and all of the key assumptions are contained on one or two "Get Started" sheets. You'll make selections in the model around how to categorize costs, how revenues are earned, how growth happens, and more, and the model will use your assumptions to automatically create a set of financial and operational projections that's ready for you to refine and use.

All formulas and cells are open for editing, and you can certainly audit the model to understand how the formulas work. But my goal is to take away the complicated Excel work and let you focus on your business.

More about how to build your model ›

Refine, review, and use your projections

After you have input your most important assumptions, go into the detailed assumptions to fine-tune your model. Every input - variables with modifiers, growth rates, or manual inputs - can be modified and the model will update instantly. All formulas are open and editable, and thus the model can be customized further by changing how certain calculations are performed, and you can add in calculations for items specific to your business. In this way, the model is easy enough for someone with no knowledge of spreadsheet modeling to use, but can be infinitely customized by one with knowledge of Excel and spreadsheet modeling.

The model automatically creates summaries and graphs of key financial and operational metrics relevant for your business. Review the summaries and forecasts to understand what they say about your business, and use them for pitch and presentation materials.

Need Help? I'm here.

I provide email customer support for free to answer questions on how to use the model, explaining the structure and how to understand its results. Each model is documented inside the model, explaining what each line is doing and how to use it, and deeper how-tos and screencasts are in the Help section on the site.

If you would like more help on getting started, I also offer coaching and customized advisory services to help you prepare and complete your model.

Learn more about support ›