Financial Planning Template For Startup (Excel template (XLSX)) Preview Image

Flevy is the marketplace for business best practices.

Click main image to view in full screen.

Financial Planning Template For Startup (Excel XLSX)

Name: Financial Planning Template For Startup Excel
Brand: Excel Business Resource
Price: 20.0 USD
Availability: InStock

Excel (XLSX)

$20.00

Designed by an FMVA Certified professional, who has collaborated with over 40 startups and crafted more than 350 Forecasting and Valuation Models.

Add to Cart

Immediate download

Fully editable Excel

Free lifetime updates

Trusted by over 10,000+ clients

BENEFITS OF DOCUMENT

Gain investor confidence with clear 5-year financial projections.
Make smarter decisions by modeling revenue, costs, and growth scenarios.
Stay financially organized with integrated P&L, Cash Flow, and Balance Sheet.

DESCRIPTION

This product (Financial Planning Template For Startup) is an Excel template (XLSX), which you can download immediately upon purchase.

Financial Planning Template for Startup – 5-Year Excel Model

Plan smarter, pitch stronger, and grow confidently with our dynamic Financial Planning Template for Startup—a complete 5-year forecasting tool designed for founders, solopreneurs, and early-stage businesses.

What's Inside in Financial Planning Template For Startup?

Model Inputs – Customize key drivers (revenue, expenses, funding) in simple white cells—everything else auto-calculates.
Profit & Loss Statement – Project revenue, COGS, EBITDA, and net profit over 5 years.
Balance Sheet – Track assets, liabilities, and equity to monitor financial health.
Cash Flow Statement – Forecast operating, investing, and financing activities for liquidity planning.
Loan Calculator – Built-in amortization schedule to model debt repayments.
Assumptions Tracker – Document financial logic for investors or internal review.

Why This Template?

No Excel skills needed – User-friendly & formula-automated
Investor-ready – Perfect for pitch decks and funding proposals
Fully customizable – Adapt to SaaS, eCommerce, consulting, and more
Real-time projections – Change inputs, and all sheets update instantly

Who Needs This?

Founders planning their startup's financial future
Solopreneurs managing cash flow and growth
Investors analyzing early-stage ventures
Consultants & accelerators advising startups

Download now and turn your business vision into a data-driven financial roadmap!

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Integrated Financial Model, Company Financial Model, Business Plan Financial Model Excel: Financial Planning Template For Startup Excel (XLSX) Spreadsheet, Excel Business Resource

$20.00

Designed by an FMVA Certified professional, who has collaborated with over 40 startups and crafted more than 350 Forecasting and Valuation Models.

Add to Cart

ABOUT THE AUTHOR

Author: Excel Business Resource

Additional documents from author: 28

Excel Business Resource offers a leading-edge solution for streamlined financial modeling, budgeting, and reporting. Our customizable templates, curated by FP&A and FMVA experts, provide the foundation for precise, tailored financial analysis. From dynamic modeling to flexible budgeting and board-ready reports, our platform empowers informed decision-making for businesses of all sizes. ... [read more]

Ask the Author a Question

Must be logged in

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

Trusted by over 10,000+ Client Organizations

Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.

Read Customer Testimonials

"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC

"Last Sunday morning, I was diligently working on an important presentation for a client and found myself in need of additional content and suitable templates for various types of graphics. Flevy.com proved to be a treasure trove for both content and design at a reasonable price, considering the time I

... [read more]

– M. E., Chief Commercial Officer, International Logistics Service Provider

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor

... [read more]

– Michael Duff, Managing Director at Change Strategy (UK)

"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."

– Trevor Booth, Partner, Fast Forward Consulting

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact

... [read more]

– Roberto Pelliccia, Senior Executive in International Hospitality

"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)