Financial model template
Change one assumption and every output recalculates.
Examples
One model, four tabs. Change an assumption and every one of them moves.
Revenue, payroll and burn by month, cash and runway at the bottom, all from the assumptions.
How it works
Pick the business model
SaaS, ecommerce, marketplace, services or a custom mix. Each starts with the revenue drivers that kind of business actually runs on.
Set the assumptions
Pricing, growth, churn, hiring plan and major costs go on one tab. Import historical actuals from a CSV if you have them.
Read the outputs
P&L, cash flow and runway build from the assumptions, with charts. Duplicate the scenario to test a slower quarter or a bigger raise.
Features
Driver-basedrevenue
Learn more about driver-based revenueLinkedoutputs
Learn more about linked outputsHeadcountplan
Learn more about headcount planScenarios
Learn more about scenariosActualsagainst plan
Learn more about actuals against planFormulas youcan trace
Learn more about formulas you can trace
Who it’s for
Lumenly · Financial modelModelSent to three investorsFormulas intact in the .xlsxStartups planning a raise
Show how much you need, how long it lasts and what it buys, with a model an investor can pull apart and still follow.
Lumenly · Financial modelHeadcountMarketer moved to NovemberBurn and runway updatedSmall business planning
A twelve-month plan for a new location, product line or hire, with cash shown month by month.
Lumenly · Financial modelActualsBoard pack readySeptember beat plan by 4.5%Operating plans and board packs
An annual plan with a monthly actuals comparison, ready to summarise for a board or a lender.
Frequently asked questions
What is in a financial model template?
An assumptions tab, revenue and cost build-ups, a headcount plan, a P&L, a cash flow view and a runway calculation, all linked so one change flows through.
Is the financial model template free?
Yes. There is a free plan available, and you can build and export a model on it.
Can I import my historical numbers?
Yes. Upload a CSV or spreadsheet of actuals and EverAsk maps them to the model's categories for you to confirm.
Can I export it to Excel?
Yes. Export to .xlsx with formulas intact, so the model keeps working and can be audited outside EverAsk.
Is the model financial advice?
No. It is a starting model built from your assumptions. Check it with your accountant or finance advisor before relying on it for a raise, a loan or a tax decision.
One prompt in.
Real work out.
Change one assumption and every output recalculates.
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