Free Financial Plan Template For Startup
A fully editable, comprehensive financial model designed for startups to build a detailed 5-year financial planning template. Perfect for founders, investors, and pitch decks.
- Revenue drivers, cost structure, hiring plan, and funding requirements.
- Integrated P&L, Cash Flow, and Balance Sheet.
- Salary, OPEX, CAPEX, and department-wise budgeting.
- Adjust key drivers to test different growth paths.
- Fully customizable, no Excel expertise needed.
Perfect For:
✔ Startups seeking investment (VCs, angels, grants)
✔ Founders building scalable financial models
✔ Accelerators & incubators guiding early-stage companies
✔ CFOs & finance teams streamlining budgeting
Why Choose Our Free Financial Plan Template For Startup
Advanced Financial Planning
Stay ahead with data-driven financial models that optimize your business performance.
- Income reports for tracking finance in real time
- Cash flow projections to manage liquidity
- Balance sheets for a clear financial overview
- Break analysis to identify profitability points
- 5-year forecasts for future business planning
Performance Analytics
Monitor, analyze, and enhance your key performance indicators effortlessly.
- Sales analytics to track revenue trends
- Profit margin analysis for financial optimization
- Inventory turnover insights for stock efficiency
- Customer acquisition cost evaluation
- Employee productivity metrics for workforce
Scalable Growth Strategies
Implement effective strategies to expand and scale your business with confidence.
- Plans for market growth to look at new ideas
- New product line analysis for diversification
- Franchise opportunity analysis for scalability
- ROI calculator for smart decision-making
- Risk analysis tools to protect your business
Startups have used our financial model templates to raise up to $5 million in Series A capital and seed funding. These models were developed by FMVA-certified professionals. We have worked with over 40 businesses and created more than 350 financial forecasting and valuation models.
- Save 40 Hours of Manual Work
- 100+ Customized Assumptions
- Advanced Valuation Methods Applied
- In-depth Financial Projections
- Free Supports & Error Corrections
Build a rock-solid foundation for your startup with our comprehensive 5-Year Financial Plan Template – crafted to help entrepreneurs, founders, and small business owners gain clarity, plan with confidence, and pitch with conviction.
✅ What's Included In Financial Plan Template For Startup
🔹 1. Model Inputs
An intuitive input sheet where you can customize key assumptions including:
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Annual units sold
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Price per unit
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COGS, operating expenses, salaries
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Initial investment, loan details, and more
🧠 Only edit the white cells – rest auto-calculates!
🔹 2. Profit & Loss Statement (5-Year Projection)
Detailed multi-year income statement showing:
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Revenue
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Cost of Goods Sold
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Operating expenses
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EBITDA, Net Profit
Perfect for understanding profitability and investor reporting.
🔹 3. Balance Sheet Projection
Capture your business’s financial health:
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Assets (current & fixed)
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Liabilities (short-term & long-term)
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Equity and retained earnings
🔹 4. Cash Flow Statement
Track how money moves in and out:
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Operating activities
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Investing activities
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Financing activities
Provides a complete view of liquidity over 5 years.
🔹 5. Loan Payment Calculator
Plan and visualize debt repayments with a built-in amortization schedule. Input loan amount, interest rate, and term to instantly calculate monthly and annual repayment schedules.
🔹 6. Notes & Assumptions
A dedicated space to document:
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Financial assumptions
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Business rationale
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Revenue model logic
Helps ensure transparency and ease for potential investors or internal use.
🎯 Key Features:
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Fully customizable
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Excel-based – no special software required
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Beginner-friendly – designed with clarity
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Auto-linked sheets for real-time projections
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Designed for pre-revenue and early-stage startups
💡 Ideal For:
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Tech Startups
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Ecommerce Founders
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Freelancers & Solopreneurs
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Consultants
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Pitch Deck Prep
Turn your vision into numbers. Make smarter decisions, impress investors, and stay in control of your startup’s finances.
🛒 Download Free Now – and get the clarity your startup needs to grow confidently.
Get started with our Free Financial Plan Template For Startup
Our Financial Modeling Services specialize in
Customized Spreadsheets
Tailored to met your unique financial needs.
Comprehensive Training
Empowering you to use models effectively.
Accurate Projections
Make informed decisions with confidence.
We prepare comprehensive plan to launch and grow startup with
Data-Driven Market Research
Detailed market analysis and SWOT insights
Business Model Canvas
Clear visualization of your business structure
Financial Projections
Valuation and forecasts to showcase your potential
What our clients say about us
Hammad consistently delivers exceptional services. He has been an invaluable asset to our team, providing ongoing support for our restaurant reporting and FP&A tasks. His unwavering focus and mastery of key drivers have consistently impressed us. We greatly appreciate his dedication and expertise.
EBR is Outstanding. The Business Plan i got was detailed with SBA Loan guidelines. I would love to work with you again.
Really Helpful, Responsive and Very Quick to complete.
Great Service, with great work ethics and delivers product in a timely manner.
When you are in the financial industry you know the image you have to project to people. You have to be agile and authoritative; EBR lets us show clients that we are slick yet also have substance.
Most Frequently Asked Questions (FAQs)
Absolutely! The model is designed with a user-friendly interface, clear instructions, and pre-built formulas to help even those without advanced financial expertise use it effectively.
Yes, the template includes both scenario and sensitivity analysis features. You can evaluate the impact of changes in pricing, demand, costs, and more to make informed decisions.
The template is fully compatible with Microsoft Excel & Google Sheet.
Yes, we offer fully customizable templates to fit your specific business needs. If you require additional changes, we also provide customized services—just contact us to discuss your requirements.
We offer a 7-day 100% money-back guarantee. If you’re not satisfied with the model, simply let us know within this period for a full refund.
If you encounter any errors, we’ll rectify them free of charge. Our commitment is to deliver an error-free and reliable financial model for your business
Yes, our financial models are designed to be versatile and work across various industries and business stages, from startups to established companies. You can easily adapt the inputs to reflect your specific business dynamics.
Absolutely! We provide email support to assist you with any questions or issues you may have while using the financial model.
