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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: 27

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]

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