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

"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory

"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

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me

... [read more]

– Bill Branson, Founder at Strategic Business Architects

"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

"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience

"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group

"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so

... [read more]

– Omar Hernán Montes Parra, CEO at Quantum SFE

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting