A clean, fully-editable profit and loss statement excel template built to help small business owners track income, manage costs, and monitor monthly profitability — all in one place.
✔ Monthly Profit & Loss Dashboard
✔ Easy Income & Expense Breakdown
✔ Auto-Calculating Totals & Net Profit
✔ Fully Customizable Columns
✔ Simple Design for Non-Finance Users
A fully editable, easy-to-use Personal Budget Excel template designed for entrepreneurs to manage personal finances and assess bootstrapping potential.
✔Track income, expenses, savings goals, and debt in one place.
✔ Visualize monthly cash flow and plan how much you can invest in your startup.
✔ Income, expense, and savings trackingMonthly and yearly cash flow overview
✔ Debt management and repayment tracker
✔ Bootstrap runway estimation
✔ Fully customizable – no Excel skills needed
A fully editable, comprehensive financial model designed for startups to build a detailed 5-year financial plan template for startups. Perfect for founders, investors & existing companies
✔ Startups seeking investment (VCs, angels, grants)
✔ Founders building scalable financial models
✔ Accelerators & incubators guiding early-stage companies
✔ CFOs & finance teams streamlining budgeting
Fully editable DCF Model Template in Excel, designed for precise business valuation using Discounted Cash Flow (DCF) analysis. This pre-built, investor-ready model simplifies financial forecasting, valuation, and decision-making.
Fully editable Startup Cost Calculation Sheet in Excel to accurately estimate initial expenses and plan your business launch. Ideal for entrepreneurs and startups looking to streamline budgeting and financial planning.
To get started with your Cap Table, download our Excel template for free. It will simplify the process of creating and maintaining your Cap Table, ensuring that you have a clear understanding of your company’s equity distribution.
Managing your finances and planning for the future is essential for achieving your financial goals. Whether you’re an individual looking to gain control over your personal finances or a business owner aiming to make informed financial decisions, our Free Sales Forecasting Template tool is here to help you.
Managing your finances and planning for the future is essential for achieving your financial goals. Whether you’re an individual looking to gain control over your personal finances or a business owner aiming to make informed financial decisions. Our yearly basis free financial projection template for startups is here to help you.
Unlock financial insights and strategic clarity with our Free CLTV vs CAC Analysis Excel Template. Designed for startups aiming to maximize profitability, this essential tool empowers you to compare customer lifetime value vs customer acquisition cost effortlessly. Gain actionable insights to optimize your financial strategy and ensure sustainable growth. Download now to chart a course towards financial success, completely free of charge.
Empower your startup with our Cash Runway Template — an essential tool for financial planning in the dynamic world of entrepreneurship. Easily forecast your cash availability, understand your business’s sustainability, and make strategic decisions with confidence. Featuring a user-friendly interface, customizable inputs, dynamic visualization, scenario analysis, and seamless sharing capabilities, our template equips you to navigate financial challenges and chart a course toward sustainable growth and success.
In the fast-paced world of entrepreneurship, speed and accuracy are your greatest assets. Whether you are a solo founder sketching out a vision or a growing team preparing for a Series A round, your financial roadmap is the foundation of your success. However, building complex financial structures from scratch can be a daunting, time-consuming task that pulls you away from what matters most: your product and your customers.
At Excel Business Resource, we believe that world-class financial planning tools should be accessible to everyone. That is why we have curated a comprehensive library of free Excel financial templates specifically designed to meet the rigorous demands of modern startups and small business owners.
For many entrepreneurs, “finance” feels like a chore. But in reality, a startup financial model is much more than a spreadsheet—it is a strategic narrative. It tells investors how you will scale, it tells your team how you will manage resources, and it tells you exactly when you will reach profitability.
Using a standardized financial model template for startups ensures that you aren’t just “guessing” your numbers. Our tools help you:
Forecast Revenue: Build realistic projections based on churn rates, CAC (Customer Acquisition Cost), and LTV (Lifetime Value).
Manage Burn Rate: Keep a pulse on your cash runway to ensure you never run out of capital unexpectedly.
Prepare for Fundraising: Present professional, investor-ready data that stands up to due diligence.
Our category page serves as a one-stop shop for high-quality, downloadable Excel files. We have stripped away the “fluff” to provide lean, functional, and highly customizable tools.
If you are looking for a robust startup financial model, our templates cover the three essential financial statements: the Income Statement (P&L), the Balance Sheet, and the Cash Flow Statement. These are interconnected, meaning a change in your sales forecast automatically updates your cash position.
Sometimes you don’t need a full 5-year projection; you just need an answer to a specific question. Our tools include:
Unit Economics Calculators: Determine if your business model is actually profitable at a per-customer level.
Hiring & Payroll Planners: Budget for your next key hires, including taxes and benefits.
Inventory Management Sheets: Ideal for e-commerce founders needing to track stock levels and COGS.
Fundraising is a full-time job. To help you stay organized, we offer templates for Cap Tables (Capitalization Tables) and investor CRM trackers. These resources help you manage equity distribution and follow-up schedules with potential VCs and Angel investors.
While a free Excel financial template is a fantastic starting point for any entrepreneur, every business eventually reaches a level of complexity where “off-the-shelf” isn’t enough. Your business model might have unique revenue triggers, multi-tiered subscription levels, or complex debt structures that a standard template can’t capture.
This is where expert intervention becomes vital. At Excel Business Resource, we don’t just provide the tools; we provide the expertise. If you find that your business outgrows a template, our financial modeling services offer a bespoke solution. We work one-on-one with founders to build custom, dynamic models that reflect the DNA of their specific company.
The internet is flooded with “free” spreadsheets, so why trust ours?
Built by Experts: Our templates aren’t built by hobbyists. They are designed by professionals with years of experience in corporate finance and startup consulting.
User-Friendly Design: We prioritize “clean” Excel design. This means no hidden formulas that break easily, clear input cells (usually highlighted in blue), and intuitive layouts.
Scalability: Our templates are designed to grow with you. Start with the basics and add complexity as your operations expand.
No “Black Box” Formulas: We believe you should understand your numbers. Our formulas are transparent and easy to audit, so you can explain your logic to any investor with confidence.
To maximize the value of these free excel financial templates, we recommend following a simple three-step process:
Be Conservative: When inputting data into your financial model templates for startups, always lean toward conservative revenue estimates and aggressive expense estimates. It is better to over-deliver on your numbers than to fall short.
Iterate Weekly: A financial model is not a “set it and forget it” document. Update your “Actuals” every month to see how they compare to your “Projections.”
Seek Feedback: Show your completed model to a mentor or an accountant. Or, reach out to us for a professional review through our financial modeling services to ensure your logic is airtight.
The journey of a founder is filled with uncertainty. Our mission at Excel Business Resource is to remove the “financial fog” that often clouds great ideas. By providing these high-level tools for free, we hope to empower founders to make data-driven decisions that lead to sustainable growth and successful exits.
Whether you are looking for a simple budget tracker or a sophisticated startup financial model, you are in the right place. Browse our selection below, download the tools you need, and start building the future of your business today.