Explore our online store for a wide range of professionally designed Financial Model Templates, tailored to help you forecast, analyse, and make smarter business decisions with ease.
This model integrates regulatory thresholds based on Basel 3, ensuring compliance and providing a comprehensive financial overview, including loan and deposit metrics, interest margins, and capital ratios.
This financial model template in Excel offers a fully integrated structure, calculating the three financial statements (Income Statement, Balance Sheet, and Cash Flow Statement) based on user input assumptions. These assumptions include loan loss allowance, interest rates for assets and liabilities, and returns on equity and assets. The model also incorporates a bank valuation using the dividend discount model, giving you a clear picture of the bank’s financial health and potential investor returns.
The model’s assumptions cover key operational factors such as loan and deposit growth, interest rates, and financing terms. With built-in regulatory capital assumptions based on Basel 3, it helps ensure the bank meets compliance requirements like the capital conservation buffer and loan loss provisions, safeguarding its financial stability.
This financial model is perfect for commercial banks, financial analysts, investors, and developers who need reliable, data-driven insights for bank startups, evaluations, and financial planning. Whether setting up a new bank or assessing the financial dynamics of an existing institution, this tool will help you stay competitive in the banking industry.
R7,999.00
This model provides a dynamic framework for financial forecasting, focusing on essential metrics like revenue, expenses, and cash flow, tailored for the fintech industry.
Built to evaluate the feasibility of your business idea, the template allows you to project revenue from fintech services such as peer-to-peer lending, digital payments, and other financial solutions. It offers customisable assumptions for capital expenditures, operating expenses, loan repayment schedules, and funding scenarios, ensuring that you have a clear picture of your startup’s financial outlook.
The model features detailed projections, including a profit and loss statement, cash flow statement, and balance sheet, designed to help you gauge the financial health of your fintech startup. It calculates critical financial metrics like Net Present Value (NPV), Internal Rate of Return (IRR), and payback period, and offers sensitivity analysis to test various business scenarios.
By using this tool, you can create robust financial projections that support fundraising efforts, pitch decks, and investor presentations. It also includes financial ratios to monitor your business’s growth and profitability over time.
Whether you’re seeking angel investors, VC funding, or bank loans, this model is a comprehensive solution to help you develop a business plan that meets the expectations of stakeholders. With built-in startup financial models, this tool offers a complete picture of your financial future.
R4,999.00
This financial model template in Excel provides a dynamic 10-year financial forecast tailored for businesses operating in the life, property, or health insurance sectors.
With its user-friendly interface, the model enables users to input key assumptions such as policy premiums, claims ratios, and operating costs, offering a robust framework to simulate various business scenarios. It incorporates multiple revenue streams, including premium collections, investment income, and reinsurance recoveries, allowing for a comprehensive analysis of the company’s income potential.
The model generates fully integrated financial statements—Income Statement, Balance Sheet, and Cash Flow Statement—while calculating critical metrics such as NPV (Net Present Value), IRR (Internal Rate of Return), and payback periods. With its detailed claim forecasting and reserve requirement calculations, it ensures regulatory compliance and financial stability.
Sensitivity analysis is a key feature, enabling users to model the impact of fluctuating claims ratios, premium growth rates, and investment returns on overall profitability. This functionality equips decision-makers with insights to manage risks effectively and adjust business strategies accordingly.
The financial dashboard summarises key KPIs, including gross written premiums, loss ratios, expense ratios, and combined ratios, offering a holistic view of the company’s performance. A break-even analysis highlights the premium volume required to cover operational expenses, guiding pricing strategies and growth planning.
This model is an essential tool for developing a data-driven insurance business plan, supporting fundraising efforts, and optimising operational efficiency. It’s suitable for startups launching new insurance ventures or established companies expanding their portfolio.
R7,999.00
This robust Excel-based financial model template provides the tools necessary to project gross revenues and profits for a lending business that facilitates peer-to-peer lending and borrowing.
The model includes essential financial statements like the Income Statement, Balance Sheet, and Cash Flow Statement, along with a cap table to track equity ownership. It is designed to help users plan for both short-term operations and long-term growth, with projections extending up to 10 years. Key features include detailed assumptions for loan amounts, interest rates, and risk grades, giving a clear view of the lending business’s revenue streams and financial structure.
With built-in logic to calculate cash-on-cash yield, interest accruals, and debt amortisation, the model supports comprehensive financial forecasting. It also offers the ability to run sensitivity analysis, testing low, base, and high scenarios for up to multiple revenue-driving variables, enabling better decision-making. The break-even analysis feature provides insights into when the business will achieve profitability, while exit valuation and net cash returns ensure that investors can gauge the long-term viability of the platform.
By using this model, entrepreneurs can make informed financial decisions, optimise resource allocation, and prepare for investor presentations with detailed financial projections and cash flow analysis.
R4,999.00
This financial model template in Excel provides a dynamic 10-year forecast, enabling comprehensive planning and strategic decision-making.
This model accommodates key revenue streams typical to accounting firms, including tax preparation, auditing, payroll services, and financial consultancy. Users can project revenue by client segment, pricing tiers, and service categories, offering granular insights into business performance. Input assumptions for billable hours, staff utilisation rates, client retention, and marketing expenses allow users to simulate realistic scenarios and refine growth strategies.
Integrated financial statements, including the Income Statement, Balance Sheet, and Cash Flow Statement, ensure a detailed view of the firm’s financial position. The model calculates essential metrics such as NPV (Net Present Value), IRR (Internal Rate of Return), gross profit margin, and operating cash flow, offering clear indicators of business sustainability and investor appeal.
Additional features include detailed cost structures covering salaries, overheads, and technology investments, as well as a break-even analysis and sensitivity tests to assess the impact of market or operational changes. The model’s interactive dashboard summarises key metrics and provides visual insights, making it a compelling resource for presentations and business planning.
This model is ideal for professionals looking to create a detailed accounting firm business plan, secure funding, or optimise their operational efficiency. Whether starting from scratch or expanding an established firm, this template supports informed, data-driven decisions for long-term success.
R3,999.00
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We are currently expanding our collection of Financial Model Templates to meet the diverse needs of businesses and industries worldwide.
These will include industry-specific Financial Models tailored to popular sectors such as Solar Energy, E-Commerce, Manufacturing, Retail, Property Development, and more.
Keep an eye on our store for these exciting updates!
