3 Statement Financial Model Template

Plug it in. Forecast like a pro.

A ready-to-use Excel model that automatically connects your inputs into a full set of projected financial statements — including Income Statement, Balance Sheet, and Cash Flow. Whether you’re building a startup, pitching investors, or managing a growing business, this is the financial model you wish you had sooner.

What you get:

• A clean, professional 3-statement financial model

• Pre-built logic for revenue, costs, salaries, CAPEX, working capital & more

• Automated linked projections for 3–5 years

• Built-in assumptions dashboard — just plug in your inputs

• Integrated scenario and sensitivity testing

No need to start from scratch. No complex formulas to figure out. Just plug, play, and forecast.

 Bonus: 1-Hour Workshop Included

Every purchase comes with a live group workshop where we walk you through:

• How to input and adjust your assumptions

• How to build realistic growth scenarios

• How to explain the outputs to investors or stakeholders

• Live Q&A to customize the model for your needs

You’ll leave with a working model and the confidence to use it in the real world.

Who is this for?

• Startup founders preparing for fundraising

• Finance or strategy leads who need fast, clean projections

• Consultants building financials for clients

• Anyone tired of building models from scratch

What’s inside the template:

• Revenue + COGS Forecast

• OPEX & Salary Planning

• Asset Depreciation & CAPEX

• Working Capital Drivers

• Financing & Equity Assumptions

• Linked P&L, Balance Sheet, and Cash Flow

• Monthly + Annual View

• Visual Dashboards (optional)

Why it works:

Because you shouldn’t have to be a banker to build a working model. We’ve taken the best of startup, corporate, and consulting finance — and turned it into a simple, flexible tool that gets the job done.

Download now. Start building smarter.