Archives: Resources

Cohort Analysis Template

Cohort Analysis Template This cohort analysis template is a useful tool for customer behavior analysis using a large data set. Below is a screenshot of the cohort analysis template: What is Cohort Analysis? Cohort Analysis is a form of behavioral analytics that takes data from a given subset like a SaaS business, game, or e-commerce platform,…

Continue reading

Capitalization Table Template

Capitalization Table Template This capitalization table (cap table) template is a helpful tool for a startup company or early-stage venture to list all the company’s securities. Here is a preview of the capitalization table template: Download the Free Capitalization Table Template Enter your name and email in the form below and download the free template now!…

Continue reading

Consolidation Model Template

Consolidation Model Template This consolidation model template helps you summarize the financial performance of multiple business units into a consolidated model. Below is a screenshot of the consolidation model template: Download the Consolidation Model Template Enter your name and email in the form below and download the free template now! A Consolidation Model is constructed…

Continue reading

Personal Financial Statement Template

Personal Financial Statement Template This personal financial statement template is a great tool to keep track of your personal assets, liabilities, income, and expenses. This is what the personal financial statement template looks like: Download the Free Template Enter your name and email in the form below and download the free template now! A personal…

Continue reading

Cash Budget Template

Cash Budget Template The downloadable cash budget template below will help you plan your cash inflows and outflows on a monthly basis. Below is a preview of the cash budget template: Download the Free Template Enter your name and email in the form below and download the free template now! A cash budget is a…

Continue reading

Project Budget Template

Transform complex financial planning into a streamlined process with our project budget template. Designed to capture all your financial details at a glance, this dynamic tool simplifies the way you track project costs and allocate resources. From labor costs to equipment investments, you’ll have everything needed to maintain precise control of your spending while driving…

Continue reading

Bank Reconciliation Template for Accurate Records

What is a Bank Reconciliation Statement Template? This bank reconciliation statement template shows you how to calculate the adjusted cash balance using the bank statement and a company’s accounting record. This is what the bank reconciliation statement template looks like: Download the Free Bank Reconciliation Statement Template Enter your name and email in the form…

Continue reading

Property Plant and Equipment Schedule Template

Property, Plant, and Equipment Schedule Template This property, plant, and equipment schedule template will help you keep track of PP&E balances and depreciation costs. This is what a property, plant, and equipment schedule looks like: Download the Free Template Download CFI’s free property plant and equipment schedule template now to advance your finance knowledge. Property, Plant,…

Continue reading

DCF Model Template

DCF Model Template This DCF model template provides you with a foundation to build your own discounted cash flow model with different assumptions. Below is a preview of the DCF model template: Download the Free DCF Model Template Enter your name and email in the form below and download the free template now! DCF Step…

Continue reading

Cash Flow Statement Template

Cash Flow Statement Template This cash flow statement template provides you with a foundation to record operating, investing, and financing cash flows annually. This is what the cash flow statement template looks like: Download the Free Template Enter your name and email in the form below and download the free template now! The Statement of…

Continue reading
0 search results for ‘