For niche industries and long-term projects such as renewable energy, real estate, and technology, robust financial forecasting tools are essential to demonstrate viability, secure funding, and guide decision-making. The Rolls-Royce 10-Year Financial Model for Strategic Projects with Investor Scratchpad is designed to meet these demands with unmatched flexibility and detail.
This advanced model enables businesses to toggle between 4 and 10-year forecasts, integrating both financial and non-financial insights for strategic and operational clarity. With its five valuation methodologies, scenario analysis, and an Equity Investor Scratchpad, this model offers unparalleled depth for decision-makers, funders, and stakeholders.
Whether you’re managing a mature business or scaling an ambitious project, this model ensures precision, adaptability, and strategic alignment. It is the ultimate tool for testing scenarios and aligning your business plan with investor expectations.
| Component | Description |
| Toggle Forecast Periods | Allows users to switch seamlessly between 4 and 10 years, adapting to business needs. |
| Integrated SWOT Analysis | Evaluates over 60 factors, with ratings influencing cost of capital adjustments and valuations. |
| Equity Investor Scratchpad | Provides detailed equity and funding scenarios, including investor return requirements. |
| Five Valuation Methods | Includes DCF, Book Value, Equity Value, Revenue Multiple, and EV/EBITDA Multiple. |
| Dynamic Scenario Analysis | Assess cash burn, runway, and funding impacts under multiple operational assumptions. |
| Cost of Capital Adjustments | Links SWOT ratings directly to risk premiums, enhancing financial accuracy. |
| High-Quality Visuals | Over 10 interactive charts and graphs for clear stakeholder communication. |
| Detailed Debt Repayment | Full debt repayment schedules are included, with monthly breakdowns of interest and principal repayments, considering the moratorium period if applicable. The model automatically updates debt repayment terms, allowing users to clearly understand long-term financial obligations and cash outflows. |
| No Advanced Knowledge Required | Users do not need to know, input, or alter any of the sheet linkages or underlying formulas. All complex calculations have been pre-programmed into the model, ensuring smooth navigation and user-friendly input fields. |
| Automatic Calculations | All mathematical computations, including cost of capital, working capital, and free cash flow, are automated. Once data is inputted, the model instantly updates key figures across projections, financial statements, and valuation scenarios, removing the need for manual calculation and minimising potential errors. |
| Sanity Checks for Accuracy | Built-in sanity checks ensure that the model, particularly the balance sheet, stays in balance throughout. These checks alert users to any discrepancies, ensuring data integrity and reliable projections as you progress through the model. |
| Dashboard Overview | The Dashboard serves as the primary hub for managing financial projections, providing intuitive toggles, input fields, and high-quality visualisations. It consolidates financial performance insights, allowing users to adjust assumptions, toggle time periods, and review key metrics dynamically. |
| Product/Service Forecasting | The model allows up to 10 individual products or services, with each having distinct revenue and cost forecasting capabilities. Users can set cost of sales either as a percentage of sales or on a per-unit basis, allowing granular control over profitability projections. |
| Master Input Sheets | Funding, Depreciation, OPEX, Labour – Detailed input sheets capture specific funding sources, depreciation schedules, operational expenses, and workforce planning. These master input sheets include up to 35 operational expense items and 35 distinct job roles, ensuring granular customisation. |
| Guided Input for Easy Navigation | Throughout the model, each YELLOW-SHADED cell with BLUE TEXT marks an input area, guiding users on where to enter data. Next to these input cells, you’ll find “Read Note” sections—strategically placed helpful hints designed to provide additional guidance and clarity at every step. These notes make using the model straightforward and ensure you have the support you need without extra guesswork. |
| Pre-Populated Mock Scenario | To assist with ease of use and provide a clear understanding of the model’s functionality, each purchased model file comes pre-populated with a mock scenario. This sample data demonstrates how the model operates in real-time, guiding users through its features and calculations. When ready to start, simply delete the BLUE TEXT in the YELLOW-SHADED input cells and replace it with your specific business data—making setup quick and intuitive. |
| Financial Statements | Income Statement, Cash Flow, Balance Sheet – The model includes comprehensive, automated monthly projections for the first 12 months, with options to toggle projections for any period between 4 and 10 years, providing remarkable flexibility. Users can generate precise projections, informed by key financial statements, for up to 10 years, facilitating short-term and long-term strategic planning. |
The use of this financial model is solely at the user’s own risk. Best Financial Models provides the template as a tool to assist users in their business planning and decision-making processes. However, the responsibility for adhering to the model’s instructions and guidelines lies entirely with the user. Best Financial Models cannot and will not be held liable for any inaccuracies, errors, or unintended outcomes resulting from the user deviating from the prescribed usage, including but not limited to the deletion, addition, or modification of rows, columns, formulas, or any other components of the model. Users are strongly advised to exercise caution when making any changes to the model to ensure its integrity and reliability are maintained.
| Business Type | All Businesses |
|---|---|
| File Format | Microsoft Excel |
This model combines the power of SWOT insights, financial projections, and valuation methodologies, creating the ultimate solution for niche industries and long-term projects. With the option to toggle the forecast period from 4 to 10 years, this model adapts to the demands of complex industries, ensuring forecasts align with investor expectations and operational needs. The inclusion of five valuation methodologies and the Investor Scratchpad provides unparalleled tools to communicate value, negotiate equity, and address risks comprehensively.
Designed to integrate seamlessly with your business plan, this model ensures every financial and strategic aspect of your planning process is accounted for, delivering actionable insights to drive growth and success.
A summarised user guide is included with each model.
R4,999.00
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Immediate access to your chosen financial model, compatible with Excel or Google Sheets.
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Partner with JTB Consulting, one of the world’s most trusted Business Planning experts, with a proven track record of helping businesses succeed since 2006.
