• A financial plan (pro forma) is an essential part of a business plan
• The financial plan is mandatory for banks’ and investors’ due diligence
• Most entrepreneurs have no financial or accounting expertise
• Homemade models are often too simplistic, and prone to errors
• A lack of time and money, while seeking quick results
• Proprietary, non-Excel planning software is too rigid, inflexible, and costly

• An affordable, robust, and intuitive Excel financial-forecast template
• A detailed financial model that considers income statements (P&L), cash flow, balance sheets, and numerous KPIs
• Step-by-step guidance, suitable for entrepreneurs with no financial background
• Our ready-to-use, fully customisable spreadsheets will save valuable time
• Print-ready outputs of financial projections, which are both investor-friendly, and deal-proven

1. Ease of use

Detailed and professional Excel solution, yet simple and fast to use, enabling quick results.

2. Integrated Model to convince Investors

EFM includes and connects everything (assumptions, calculations, outputs) and presents it in an investor-friendly, deal-proven way.

3. Save time and focus on core business

EFM allows you to spend less time on finance and more time on your products, customers and business development.

4. High Quality

Compliant with FAST modelling standard, EFM increases productivity, reduces errors and is easy to understand, review and adapt.

5. Support

EFM comes with an embedded Quick Start Guide, a comprehensive manual and customer support.

6. Great value for money

Use a robust and proven financial model based on years of experience at an affordable price.

EFM for Classic Economy (CE) Business Models

This model focuses on businesses with a “classic” business model, such as manufacturing, services or distribution. It contains assumptions and customizations especially for companies producing and/or selling physical products or offering services. Features incl. e.g. planning of material/inventories, direct costs (incl. direct labour), logistics, detailed capex budgeting etc. Learn more …

EFM for Digital Economy (DE) Business Models

This version is perfect for all kinds of digital and recurring revenue business models, such as subscription models, Software as a Service (SaaS), mobile applications (Apps), membership website models etc. It comprises of all necessary assumptions (upsell, churn etc.) to calculate recurring revenue and is also suitable for non-recurring online business models. Learn more …

Entrepreneurs & Start-ups

Setting up an integrated financial model can be a challenging task, especially for entrepreneurs with only minimal previous experience in that area and/or without a financial background. Excel-Financial-Model guides you step-by-step through the important assumptions and automatically recalculates your complete forecasts and metrics with each new input. This provides you with a solid and reliable financial planning you can trust – and most importantly – which is suitable to convince investors.

Consultants and Investors

Reduce time, costs and risks associated with the development and of an integrated financial model for businesses you are advising or investing in. Quickly get a concise picture of the venture you are dealing with by analyzing key operational and financial metrics. Buy this tool once and use the completely customizable Excel spreadsheet for an unlimited number of clients/companies.

Established Businesses

Better understand and manage your business by analyzing key operational and financial metrics. The model incorporates comprehensive facilities and features. Suitable for people with minimal previous experience in financial modelling. Create detailed projections and explore different scenarios to make better decisions faster.