Financial Tools

Tools & Models

Professional-grade financial models, templates, and frameworks for investment analysis and strategic planning.

3 Free Tools8 Premium Tools

📊

PremiumIntermediate

DCF Valuation Model — Comprehensive

Full DCF model with 3 scenarios, sensitivity analysis, and WACC calculator.

Includes:

✓Revenue projections (5-year)
✓WACC calculator
✓Sensitivity tables
✓3 scenarios

Excel

🚀

PremiumIntermediate

Startup 3-Statement Financial Model

Complete financial model for early-stage companies.

Includes:

✓P&L · Balance Sheet · Cash Flow
✓Headcount planner
✓Runway calculator
✓Unit economics

Excel

🗺️

FreeBeginner

Market Sizing Framework (TAM/SAM/SOM)

Templates for market size estimation and analysis.

Includes:

✓Top-down template
✓Bottom-up template
✓India market data
✓Worked examples

Excel + PDF

⚡

PremiumAdvanced

Q-Commerce Unit Economics Model

Detailed unit economics for quick commerce businesses.

Includes:

✓Dark store P&L
✓Order volume scenarios
✓CM% waterfall chart
✓Breakeven calculator

Excel

🏛️

FreeBeginner

Porter's Five Forces Template

Strategic analysis framework for competitive positioning.

Includes:

✓5-Forces visual template
✓Rating framework
✓India sector examples
✓Strategy notes

PowerPoint

📐

PremiumIntermediate

Comparable Company Analysis (CCA)

Peer company comparison and valuation multiples.

Includes:

✓Peer comp table
✓Multiple normalisation
✓Sector medians
✓Visual benchmarks

Excel

💻

PremiumAdvanced

SaaS LTV/CAC & Cohort Analysis

Comprehensive SaaS unit economics with cohort retention mapping.

Includes:

✓LTV:CAC ratio calculator
✓Subscription cohort heatmap
✓Churn velocity model
✓Payback period

Excel

🤖

FreeIntermediate

Enterprise AI ROI Calculator

Framework to calculate the ROI of deploying AI agents vs human capital.

Includes:

✓Cost-displacement model
✓Productivity multiplier
✓Implementation Capex amortisation
✓Breakeven timeline

Excel

🧠

PremiumAdvanced

Autonomous Workforce Restructuring Simulator

Next-generation financial model simulating the EBITDA and valuation impact of replacing human departments with autonomous agent swarms.

Includes:

✓Swarm Arbitrage calculation
✓Valuation re-rating engine
✓Restructuring cost logic
✓Live margin mapping

Web App

🪙

PremiumAdvanced

Web3 Tokenomics & Vesting Model

Token distribution, vesting schedule modeling, and circulating supply forecasting.

Includes:

✓Vesting cliff schedules
✓Inflation rate modeling
✓FDV vs Market Cap tracker
✓Allocation pie charts

Excel

🎯

PremiumAdvanced

B2B Enterprise Marketing ROI & Pipeline

Full-funnel attribution and ROI tracking for enterprise B2B sales cycles.

Includes:

✓Lead-to-Close pipeline tracker
✓CAC by acquisition channel
✓Marketing spend ROI calculator
✓Sales quota modelling

Excel

📊

PremiumIntermediate

DCF Valuation Model — Comprehensive

Full DCF model with 3 scenarios, sensitivity analysis, and WACC calculator.

Includes:

✓Revenue projections (5-year)
✓WACC calculator
✓Sensitivity tables
✓3 scenarios

Excel

🚀

PremiumIntermediate

Startup 3-Statement Financial Model

Complete financial model for early-stage companies.

Includes:

✓P&L · Balance Sheet · Cash Flow
✓Headcount planner
✓Runway calculator
✓Unit economics

Excel

🗺️

FreeBeginner

Market Sizing Framework (TAM/SAM/SOM)

Templates for market size estimation and analysis.

Includes:

✓Top-down template
✓Bottom-up template
✓India market data
✓Worked examples

Excel + PDF

⚡

PremiumAdvanced

Q-Commerce Unit Economics Model

Detailed unit economics for quick commerce businesses.

Includes:

✓Dark store P&L
✓Order volume scenarios
✓CM% waterfall chart
✓Breakeven calculator

Excel

🏛️

FreeBeginner

Porter's Five Forces Template

Strategic analysis framework for competitive positioning.

Includes:

✓5-Forces visual template
✓Rating framework
✓India sector examples
✓Strategy notes

PowerPoint

📐

PremiumIntermediate

Comparable Company Analysis (CCA)

Peer company comparison and valuation multiples.

Includes:

✓Peer comp table
✓Multiple normalisation
✓Sector medians
✓Visual benchmarks

Excel

💻

PremiumAdvanced

SaaS LTV/CAC & Cohort Analysis

Comprehensive SaaS unit economics with cohort retention mapping.

Includes:

✓LTV:CAC ratio calculator
✓Subscription cohort heatmap
✓Churn velocity model
✓Payback period

Excel

🤖

FreeIntermediate

Enterprise AI ROI Calculator

Framework to calculate the ROI of deploying AI agents vs human capital.

Includes:

✓Cost-displacement model
✓Productivity multiplier
✓Implementation Capex amortisation
✓Breakeven timeline

Excel

🧠

PremiumAdvanced

Autonomous Workforce Restructuring Simulator

Next-generation financial model simulating the EBITDA and valuation impact of replacing human departments with autonomous agent swarms.

Includes:

✓Swarm Arbitrage calculation
✓Valuation re-rating engine
✓Restructuring cost logic
✓Live margin mapping

Web App

🪙

PremiumAdvanced

Web3 Tokenomics & Vesting Model

Token distribution, vesting schedule modeling, and circulating supply forecasting.

Includes:

✓Vesting cliff schedules
✓Inflation rate modeling
✓FDV vs Market Cap tracker
✓Allocation pie charts

Excel

🎯

PremiumAdvanced

B2B Enterprise Marketing ROI & Pipeline

Full-funnel attribution and ROI tracking for enterprise B2B sales cycles.

Includes:

✓Lead-to-Close pipeline tracker
✓CAC by acquisition channel
✓Marketing spend ROI calculator
✓Sales quota modelling

Excel