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Financial Model Template for Startups

Build a diverse range of perfect financial models for a startup at a fraction of the cost, time, and effort.

DOWNLOAD FINANCIAL MODEL
Financial Plan / Model Startup Template
Financial Model Easy to Edit

Easy to Understand & Edit

Our basic structure and instructions on every input field guide you through the whole process of putting your assumptions in to automatically calculated values for the future.

Financial Statements

Financial Statements

We automatically combine all of your inputs and generate the most important financial statements (P&L) for the next five years in your financial modeling.

Charts Financial Model Startup

Beautiful charts & projections

The Financial Model automatically generates the most important charts in a visually appealing way, ready to use for your pitch deck or investor presentation.

EASY TO EDIT MODEL

We guide you the whole way

Start with your basic company data

First, you need to set up your company by giving the model basic information about when you started, which currency you use, and the business model you have.

Company Data Setup Financial Model

How do you generate revenue

The second area of the financial model is all about generating revenue. Which marketing channel do you use to attract customers? How much does it cost for you to attract them? What is your conversion rate?

You can use real data or, if you do not have real data, make assumptions. This information will then be used to predict future revenues.

Financial Model Revenues Tab

Hiring Plan & Team Costs

For most companies, the team is the most important and simultaneously the most expensive part of their business. Use the HR tab to model the growth of your organization and the corresponding HR expenses.

You can also work with dynamic salaries and track your headcount down the road.

Hiring Plan Financial Model

Model your other costs

Besides product and team-related costs, there are a lot more costs that need to be considered. Legal fees, payment processing, and travel costs are just some to mention. Our model helps you to keep track of everything.

Operating Expenses Financial Model

What is your runway?

Most startups these days are financing their initial growth through external capital. Our funding tab helps you to understand how much money you need and how much time you have left to raise the next funding round.

Rundway and Fundraising in Financial Plan

TESTIMONIAL

But what do others think?

Eugen Ackermann
Founder of evry.link

For one of my projects, I was struggling to build a financial plan because I did not know where to start. The Financial Modeling Template was really helpful to guide me through the most important financial aspects of the business.

Stephane Nassér
Founder @ OpenVC

Really love the product! I tested a lot of different financial models and this one is very good. BaseTemplates built something simple but yet powerful enough.

Sarah Allali
Co-founder & CEO at Moone

Super clean template! Everything is clear and well-organized.

Eike Diestelkamp
Founder @ Betriebsmittelhelden

Bought the financial model template for startups and was not disappointed! It does what they claimed: an easy-to-use and easy-to-understand financial model for SaaS startups.

Colin Ma
Founder

The SaaS financial model was really easy to use and straight forward! Totally recommend it!

Eugen Ackermann
Founder of evry.link

For one of my projects, I was struggling to build a financial plan because I did not know where to start. The Financial Modeling Template was really helpful to guide me through the most important financial aspects of the business.

Stephane Nassér
Founder @ OpenVC

Really love the product! I tested a lot of different financial models and this one is very good. BaseTemplates built something simple but yet powerful enough.

Sarah Allali
Co-founder & CEO at Moone

Super clean template! Everything is clear and well-organized.

Eike Diestelkamp
Founder @ Betriebsmittelhelden

Bought the financial model template for startups and was not disappointed! It does what they claimed: an easy-to-use and easy-to-understand financial model for SaaS startups.

Colin Ma
Founder

The SaaS financial model was really easy to use and straight forward! Totally recommend it!

DIFFERENT ASSUMPTIONS & DRIVERS

Choose your business category

SaaS Financial Model

SaaS
 Financial Model

Five-year financial model build around recurring revenues, marketing and sales activities, and SaaS-centric assumptions like churn.

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Ecommerce Financial Model Template

E-Commerce / DTC Financial Model

Five-year financial model built around marketing related revenues, costs of goods sold and other company related expenses.

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👉  Download Preview

Financial Model Template

Plain / Blank
Financial Model

Five-year model for most of the other business types, that can easily be adopted. It is based on sales generated by marketing.

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👉  Download Preview

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SAAS FINANCIAL MODEL
$
129

For SaaS business models

.xls Excel file + Google Sheets file

How-To Video

Example + Blank Version

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E-COMMERCE MODEL
$
129

For E-Commerce and DTC companies

.xls Excel file + Google Sheets file

How-To Video

Example + Blank Version

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BLANK MODEL
$
99

For other business models

.xls Excel file + Google Sheets file

How-To Video

Example + Blank Version

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After your purchase, you get instant access to the templates.
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Let's answer some questions

Here are the brief answers to some frequently asked questions about financial modeling templates.

We strive to make each answer as complete as possible but don’t hesitate to request more details anytime. You’ll likely have questions not covered in the FAQs — we’re most interested in answering those.

How to create a financial modeling for a startup?

Creating a financial model for your startup can be simple and complex, depending on the future situation you’re trying to visualize and your knowledge of business and Microsoft Excel or Google Sheets. Financial modeling involves creating and combining formulas that can be difficult for novices because it requires advanced knowledge of mathematical applications like Microsoft Excel and Google Sheets.

While you can acquire some of these skills from our pitch deck course, you’re better off using a ready-made financial modeling template for startups with detailed instructions, as they save you time, money, and plenty of headaches. To create a financial model, you need to know what future answers you’re looking for and then consider all the variables that affect the final result.
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You’ll deal with a range of formulas, do a lot of critical thinking, and use fixed values, such as percentages, that will be applied to specific cells. You should also be able to make logical assumptions on influential factors that numbers cannot represent accurately. In short, it’s a complex task for Excel or Google Sheets amateurs. BaseTemplates makes financial modeling easy.

What are the elements of a startup financial model?

There are three main elements of a startup financial model, and they include the following:
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- Income statement
- Cash flow statement
- Balance sheet

‍Income statement

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Your present income statement forms the basis for creating basic financial models for the future. Financial modeling for talent acquisition, expansion, selling to an acquirer, and other business objectives require an income overview because many decisions depend on your business’s present and future financial standing. For example, expanding your business will increase its fixed and variable costs.

Likewise, the income statement influences your funding campaign — it’s the first thing investors would want to see since that’s where profit and loss are. We provide free and master financial modeling templates you can practice with and create a range of basic designs.

‍Cash Flow Statement
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The net cash flow statements display the amount of cash that enters and leaves your company. It provides a detailed picture of how well your company makes money and meets its financial obligations.

Typically, money enters your company through one or more of three channels: external investments, business operations, and financing activities. The Cash Flow statements essentially complement the balance sheet and the income statement.

‍Balance sheet
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The balance sheet is a financial modeling statement that shows your company’s net worth after you deduct its liabilities from its total worth in monetary terms. Investors look at your balance sheet to know how much gain they can make from your business.

Basically, you want to know how much your company owns and owes at any point in time; the balance sheet gives that financial modeling information.

How do you format startup financial models?

The format of your startup financial models is critical to their utility. Financial modeling is essential to ensure all your financial models are easy to audit, study, and work with. Financial modeling is critical to ensure all your financial models are easy to audit, study, and work with.

The better organized your financial modeling tool and presentation, the fewer errors and time waste you’ll deal with, and the better will be your financial performance.

The model can be separated into several distinct components; make sure to clearly separate inputs, all the calculations, and outputs. The inputs section is for keying in raw data; the calculations segment will contain your formulas and other calculated values; and the outputs section will display the result of your calculations.

How do I create a financial model in Excel?

To create a financial model spreadsheet in Excel, you may find that you need to be an advanced user of the software. Financial modeling is an intricate process where you’ll create a variety of formulas that must work together for your results to materialize and be accurate. We can’t provide a step-by-step guide here on how to build your blueprint using Excel as that’s not the aim of this page and because it’s a process that can’t be satisfactorily explained in one post.

Planning is the first step of every great financial model — a well-planned financial model is easy to modify even by third-party users. Jumping right into the design without any prior planning takes more time and is prone to errors that may require sweeping structural changes.

To plan your model, you need to define its purpose, timeline, and for how long it’ll be used. You should also decide whether it’ll apply to different uses and how you can adapt it to the purposes for which it was created. To save you the hassle, we recommend you take advantage of our financial modeling template.

What is a good financial model?

A good financial model has these five characteristics:

- Completeness (accounts for all factors)
- Organization (formatted for easy use and modification)
- Accurate forecasts (the formulas must be correct)
- Long useful life (can be used for many years)
- Very flexible (can be adapted into larger models)

As a business owner or manager, you’ll often make decisions that impact the future of your business negatively or positively. Many businesses get into trouble because of poor decisions they made in the past. Our templates are carefully calculated and designed to offer the best prediction and most accurate assessment of the future business landscape.

You’ll read it; some employees will read it; investors, partners, and other businesses, organizations, and individuals will also read it. This is why we go to any extent to ensure our models are as simple as possible. You can present it with great confidence anywhere.

Reviewing it won’t give you any problems as the components are well organized, and the format is easy to skim.

Is financial modeling difficult?

The answer to whether financial modeling is difficult depends on your level of expertise and ability to learn fast.

Not everyone can build financial models from start to finish, even if they try to. Yet, it’s very critical for a business’s present and future. Businesses use it to make crucial decisions that may bring profits or losses.

Experts have independent courses on financial modeling because of the many technical steps involved. While acquiring the knowledge is great, you usually won’t have the patience or even schedule to sit through a manual financial modeling exercise. It takes time and hundreds of mouse clicks to build a world-class financial model from start to finish.

You can start with financial modeling using Excel or Google Sheets, but only after acquiring in-depth technical knowledge of it — perhaps from an online course or independent research and practice. This method demands about 1–4 weeks of your precious time, maybe several hundred dollars, and probably over 1 hour every time you make a new model. You’re also prone to mistakes whose correction may reside in a fundamental formula that could be difficult to trace.

As a result, we recommend taking advantage of our adaptable, organized, and complete financial modeling template for startups. They’ll save you time and money and also help convince investors better.

Why should I buy the Financial Model Template?

It's simple. Our financial modeling template gives you the power to rapidly build your own financial plan for the next 5 years. You can use our pre-built structure, insert your own information and the model will do the rest. This will save you hours and raise the quality of your financial plan.

Does the model work with Google Sheets?

Yes. Our models work with both Google Sheets and Microsoft Excel. You'll find the dedicated version in your download.

What is included in the download?

After you purchased the template you will get a .zip folder that contains a plain version of the model, an example version, and instruction material. You can start building your financial model immediately.

With your download you'll get a version for Microsoft Excel and one version for Google Sheets.
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I have never worked with a financial model before? Will I be able to use it?

Absolutely. We decided to build our model as easy as possible. We will give you a lot of guidance during the process and make sure you don't miss out on important data.

FINANCIAL MODEL FOR STARTUPS 101

What is a financial model and why do you need it?

As an entrepreneur, our financial modeling templates will be among your best low-cost assets. They are 100% complete with all the components of a financial model, including the nonessential ones. You can add as many variables as you want without getting errors.

Financial modeling is made easy with our concise, clear, complete, and easy-to-use templates. You can include only necessary information for specific purposes without disturbing its clarity. We also provide how-to videos to speed up your understanding of the templates and financial modeling accuracy. Benefit from our expertise and experience, whether you’re a novice or a professional in business management.

We have a template for all kinds of businesses. We can also help with any aspect of business that uses financial modeling, even if it’s a new concept. When it comes to being up-to-date on the latest financial modeling tricks, our models never lag behind in the industry. Kickstart your business today with a simple startup financial model template from us.

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Minimize financial model errors.

Use our carefully-designed financial modeling templates for greater confidence in your forecasts. We offer three different financial modeling templates, at least one of which must work for your business, be it SaaS, eCommerce, wholesale, or manufacturing. Our modern and complete financial modeling and designs are your best defenses against decisional errors — there are no design, formatting, or formula mistakes in any of our financial model templates.

Save time and effort.

Do you need a financial modeling template with clear-cut instructions for populating the cells and generating answers?

Use our financial modeling templates for eCommerce, SaaS, and any type of business to build realistic forecasts in minutes. The simple designs and detailed instructions unravel the processes clearly, so you don’t take much time to build a complex or basic financial model.

Use a variety of models.

A financial model template should be versatile to cover as many aspects of your business as possible. Our templates let you build a wide range of financial models for your startup or established company, enabling thorough financial analysis. Design unique financial models for each occasion and purpose. These models cover your in-house financial projections and external collaborations, facilitating comprehensive financial analysis.

Easily reuse your models.

Some financial models only work for specific business models, meaning you can’t integrate them with other business model they weren’t originally built for. This may force you to design every independent business model from the beginning — our models save you this hassle. You can fuse different sub-models into a single coherent model, and the formulas and data harmonize. That’s because we have a blank template as well as templates for eCommerce and SaaS businesses.

Enjoy great value for your money.

It’s crucial to save operating costs whenever possible. As far as financial modeling goes, our solutions are designed to save you as much money as possible.

Our packages are calculated to solve various modeling problems that might have required separate models if you used an incomplete template. The wide range of components and variables we cover makes it unlikely that you’ll find any feature missing. A great business financial model should start saving your company money right from building the model.

Our models have beautiful designs.

Even financial models for in-house use ought to be attractive, let alone that intended for investors or other third parties. Use our templates to build financial models that whoever catches a glimpse of would want to see more.

We’ll help you make the right choices for color separation, making your models easier to fill, work with, and skim. It’s important to clearly separate the distinct components of your models to forestall mistakes and save time.

Well-organized models for easy use.

The first thing investors notice in your financial model is the aesthetics and organization/structure. If you present a seemingly chaotic model, your audiences will start to wonder whether you aren’t a waste of time.

One of the most critical functions of a basic financial model is to paint a simple but complete picture of your business’s future finances. Investors want to understand your model as quickly as possible. This is why our templates have all components arranged in a simple and easily predictable order.

Our templates are timeless.

Our financial modeling templates, created with investment banking in mind, are designed with the future in mind. That means you can use them for many years to come without them becoming outdated for insufficient coverage or irrelevant inputs.

The business management industry is seeing rapid advances in management technology due to the ferocity of online competition. You need an investment banking-focused modeling template that helps you stay competitive by accounting for all the factors your competitors use in their business operations.

Get all the support you need.

You’ll likely need help working with financial models even if you are an expert, not to mention a novice. We pride ourselves in helping and supporting with financial analysis. You’re encouraged to ask us as many questions as you want. The confusing nature of financial modeling makes your choice of service providers critical. Using a business financial plan template for Excel designed by amateurish companies or companies that neglect customer support will most likely lead to regrets — unless you’re an expert who doesn’t mind exerting a lot of effort to find answers your seller is supposed to provide.

Incorporating investment banking financial analysis into your decision-making process is essential for a comprehensive understanding of your business's performance and potential. Whether you're a seasoned professional or new to financial modeling, our investment banking team is dedicated to assisting you throughout the process. Feel free to reach out with any questions or concerns.

The confusing nature of financial modeling makes your choice of investment banking service providers critical. Using a business financial plan template for Excel designed by amateurish investment banking companies or companies that neglect customer support will most likely lead to regrets — unless you’re an expert who doesn’t mind exerting a lot of effort to find answers your investment banking seller is supposed to provide.

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Startup Cockpit

One of our major jobs here is helping startups achieve their goals for venture capital funding through pitch decks. Aside from future-predicting financial modeling templates for startups, we provide a wide range of services that help run your business professionally and profitably.

Use our innovations alongside other documents to demonstrate to investors the huge financial potential of your startup. You can also use it to manage limited resources for your startup or team, evaluate your business’s net worth, and more.

Revenue Forecast

Revenue modeling has broad applications in business, especially when you have multiple income streams from various products or services. It'll help you to track income from different sources and visualize the future prospect for each revenue source.

Our templates let you accomplish this with ease. Input data on costs, advertising, net income, and into our templates, and you can predict future costs, revenue, and best advertising channels. We provide only the perfect financial model template for any business plan.

Staff Acquisition Models

Hiring staff for your startup is easy with the right data, assumptions, and financial models. Our models are designed to be flexible, easy to use, and capable of producing accurate results for different datasets and assumptions. You can schedule hiring based on time, revenue, and other milestones.

The template will help you convince investors that the staff acquisition plan for your startup is solid and realistic. You can also tie your hiring to funding, customer acquisition costs, and other hurdles. You’ll receive all the guidance you need to achieve any hiring plan with our models.

Cost Modeling

With these templates, you can easily segment all your operating expenses according to rules set by regulatory bodies in your society. Our templates accommodate all kinds of expenses, no matter how unpredictable. Even cost drivers can be included in your calculations, and our template will still produce accurate results.

Adding net income once, use these templates to create a standard costing system and allocate expenditures to suppliers according to specific key metrics. We’re the right choice for any early-stage startup seeking a financial model template to download.

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Fundraising Model

Convince a more risk-averse venture investor by using data to demonstrate the future prospects of your business. Show them financial models that accurately track performance, revenue, and profitability with easy-to-read financial models. These models clearly outline your startup’s future value, sales, and growth potential. Our models enable you to incorporate data into your business idea to increase your chances of convincing all kinds of investors.

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