Templates

Finance Templates & Tools

Download ready-to-use templates and tools to streamline your finance operations and reporting processes.

A collection of finance templates and tools for your business.
Template	Description	Category	Type
Simple Excel Model - SaaS Popular	Basic financial model for early-stage SaaS companies with revenue forecasting and expense tracking.	SaaS	Simple
Advanced Excel Model - SaaS	Comprehensive financial model for SaaS companies with cohort analysis, churn metrics, and scenario planning.	SaaS	Advanced
Simple Excel Model - DTC	Basic financial model for direct-to-consumer businesses with sales forecasting and inventory management.	DTC	Simple
Advanced Excel Model - DTC	Comprehensive financial model for DTC companies with customer acquisition costs, lifetime value, and inventory optimization.	DTC	Advanced
Month End Deck Template Popular	Professional slide deck template for monthly financial reporting to stakeholders and board members.	General	Simple
13-Week Cash Flow Forecast	Weekly cash flow projection template for short-term liquidity management and planning.	General	Simple
Annual Budget Template	Comprehensive annual budget template with departmental breakdowns and variance analysis.	General	Advanced
Cap Table Template	Capitalization table template for tracking equity ownership, dilution, and option pools.	General	Advanced
Board Meeting Deck Template	Professional slide deck template for quarterly board meetings with financial and operational updates.	General	Simple
Financial Due Diligence Checklist	Comprehensive checklist for financial due diligence during fundraising or M&A processes.	General	Simple

Need Custom Templates?

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