Financial Model Templates for Startups, Small Businesses, and Investors
Building a financial model from scratch takes hours — and most templates online are either too generic or too complex. The NandaHouse financial model templates on Etsy are designed to be practical, editable, and ready to use for real business decisions: revenue projections, operating expenses, payroll, breakeven analysis, dashboards, ratios, scenarios, and long-term forecasts.
Each template is built in Excel and Google Sheets, so you can download instantly, customize your assumptions, and start planning without rebuilding the entire model from scratch. Whether you're a founder preparing for fundraising, a small business owner forecasting cash flow, or an analyst building a valuation, these templates help you save time and reduce uncertainty.
Who Are These Templates For?
- Founders & Entrepreneurs — preparing pitch decks, financial projections, or business plans for investors and lenders.
- Small Business Owners — forecasting revenue, managing cash flow, and planning for growth or new locations.
- Finance Students & Analysts — learning DCF valuation, financial statement modeling, and scenario analysis with real-world templates.
- Consultants & Advisors — delivering client-ready financial models faster with a solid starting structure.
Available Financial Model Templates
1. 3 Statement Financial Model — 10-Year Forecast
The foundation of any financial model. This template projects the income statement, balance sheet, and cash flow statement in a single integrated model. It's ideal for businesses that need a complete financial overview for fundraising, strategic planning, or internal forecasting. Includes dashboard, key ratios, and scenario inputs.
2. DCF Valuation Financial Model — 10-Year Forecast
A dedicated Discounted Cash Flow (DCF) model for estimating the present value of a business or investment. Built for founders, investors, and analysts who need to go beyond simple projections and understand intrinsic value. Includes WACC calculation, terminal value, and sensitivity tables.
3. DCF and IPO Valuation Model — 10-Year Forecast
Combines DCF valuation with IPO readiness analysis. This template is designed for companies preparing for a public offering or late-stage fundraising. It includes comparable company analysis, IPO scenario modeling, and exit valuation frameworks.
4. SaaS Financial Model — 10-Year Forecast
Built specifically for subscription-based businesses. Tracks MRR, ARR, churn, customer acquisition cost, lifetime value, and runway. Essential for SaaS founders preparing for Seed, Series A, or Series B fundraising. Includes cohort analysis and scenario planning.
5. Restaurant Financial Model — 10-Year Forecast
A complete financial planning tool for restaurants, cafés, and food businesses. Covers food cost, labor cost, occupancy, revenue by seat turnover, and break-even analysis. Includes DCF valuation and business plan structure for new openings or expansion.
6. Coffee Shop Financial Model — 10-Year Forecast
Tailored for coffee shops and small café businesses. Projects revenue by product mix, manages inventory and supplier costs, and includes a full DCF valuation. Perfect for entrepreneurs writing a business plan or applying for a small business loan.
7. Hospital Financial Model — 10-Year Forecast
A specialized model for healthcare businesses, clinics, and hospital management. Includes patient volume projections, pricing strategies, staffing costs, medical equipment depreciation, and long-term DCF valuation. Built for healthcare operators and investors.
8. Mobile App Financial Model — 10-Year Forecast
Designed for mobile app startups and digital product businesses. Tracks downloads, conversion rates, in-app revenue, advertising income, and user acquisition costs. Includes DCF valuation and scenario analysis for app-focused fundraising.
9. Advanced DCF Financial Model — 10-Year Forecast with Sensitivity Analysis
The most comprehensive DCF template for advanced users, investment analysts, and finance professionals. Includes multi-scenario sensitivity analysis, breakeven tables, variance analysis, and Monte Carlo-style inputs. Ideal for detailed valuation work and investment committee presentations.
Why Use a Financial Model Template?
- Save hours — no need to build formulas, structure, and dashboards from scratch.
- Reduce errors — pre-built formulas and checks help you avoid common modeling mistakes.
- Make better decisions — scenario analysis and sensitivity tables show you what happens when assumptions change.
- Impress investors and lenders — clean, professional models signal that you understand your business.
- Learn by doing — even if you're new to financial modeling, a good template teaches you the structure and logic.
How to Choose the Right Template
If you're not sure which model fits your needs, start with the 3 Statement Financial Model for a complete overview, or the DCF Valuation Model if you need a focused valuation. For industry-specific planning, choose the template that matches your business type — Restaurant, Coffee Shop, SaaS, Hospital, or Mobile App.
All templates are available as instant digital downloads on NandaHouse Etsy shop.
