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BizPlanBuilder financial models use Excel templates for total flexibility enabling exact customization to your business model

 

These Excel templates are included with all versions of BizPlanBuilder – Win App & Mac Template Downloads as well as with the cloud-based BizPlanBuilder online.

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27+ years of development make these beautifully formatted financial forecasting models the best on the market.

These are the latest generation of Excel workbook technology with every page automatically linked together. Take them one page at-a-time, or dive-in wherever you want, see where your financial intuition takes you. Test, learn, see the effects unfold as you make even the slightest changes.

Best of all, you can modify the financial template as much as you want to tune it perfectly for your unique business model.

If you’re a business planning pro, you will appreciate the flexibility of the BizPlanBuilder system as well as the quality of the content that you would expect — for you, this is a real working toolset.

“BizPlanBuilder is the best financial projections software I’ve used…”

BizPlanBuilder excel business plan financial model template used successfully by Michael CulverMichael Culver

“Our company is a computer security software start-up. We were asked by an important first customer and a venture fund to submit a project and venture funding proposal and business plan. I have done this with a few different companies over the past few years, and I like BizPlanBuilder better than the financial projection software packages I have tried because of the unhindered flexibility to export it to an Excel workbook. Once I export it, I attach my own Excel worksheets to the workbook, to build up our own assumptions, then write formulas into the cells of the exported JIAN exported ‘Assumptions’ worksheet to suck values in from my various assumptions worksheets. Surprisingly, I don’t know why, I couldn’t get that unrestricted flexibility with your competitors. In fact, I opened the new “Comprehensive” model you sent me, and I am surprised to find that you at JIAN have now built in a bunch of assumptions worksheets just the way I have always done in the past. That’s great.”
~ Michael Culver, CFO, Aesec, Palo Alto, CA

Updated business planning forecasting system

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This newest version of the BizPlanBuilder Financial Models have been thoroughly revised to assure that you cover everything you (and investors) need.

And, they’ve been proven with more than several billion dollars in business financing.

business plan financial template Comprehensive Budget / Feasibility Plan
Bottom-up / Top-down system helps you build a complete financial picture—particularly valuable for start-up or growing businesses. It’s everything you need for preparing a comprehensive budget as well as a detailed financial model for skeptical angel investors and venture capitalists.

business plan software financial model template Bank Loans / SBA Financing
Linked statements for product or service businesses — great for presentation to SBA and lenders. Assumptions page auto-fills the entire model. Five integrated financial calculators help plan future loan financing and automatically calculate all interest expense, loan repayment cash-flow, and balance sheet entries. See “Loan Wizard” below for more details.

business plan software financial model template Quantify your start-up business model
Creating useful financial projections for your business can be tough, especially if yours is a brand new company with no financial history as any kind of backdrop. See “Financial Worksheets included” below to see how we get you there from here.

business plan software financial model template Refine your established business model
Even if you have an established business, BizPlanBuilder makes this otherwise challenging job much, much easier, taking you step-by-step through the process of forecasting expansion costs, sales, operating expenses, financing, capital investments, cash-flow, profits, valuation, stock give-up and everything else.

business plan software financial model template Want a forecast, but don’t need outside money?
Use the BizPlanBuilder models as a cash forecasting / management system for a growing business not looking for outside capital. These will save you hours and hours of sweating over paper financials or trying to create your own spreadsheets from scratch. Get a full financial picture and have handy model to project “what-if…” happens next.

The BizPlanBuilder was a life saver in dealing with SBA loans and investors. You have to be so perfect and BizPlanBuilder allowed me to do so. Thanks.
~ Shirley Duncan, Duncan Enterprises, Wheeling, IL

Why some say these financial models are so good…

compare business plan software templates

Integrated, preformatted and scripted Excel templates

  • True “Flow-Through Financials” — enter your financial figures just once, and they’ll automatically flow-through to all the other relevant statements, performing necessary calculations along the way!
  • Every worksheet is linked together. Just click the tabs at the bottom to go to any assumptions page or statement you want.
  • Just enter your sales, expense, growth and other assumptions and variables and let the program run the calculations… It automatically calculates totals, percentages and ratios to show at a glance how much money you’ll need, when you’ll need it, and how soon you’ll make a profit.
  • See “what-if” when you change scenarios. It’s easy to update — If you change a number, the spreadsheets automatically recalculate for you.
  • Exclusive “One-Page Sensitivity Analysis — No need to create special “best-case” and “worst-case” scenarios, just enter up/down percentages next to each budget category to show what happens with higher sales or lower marketing costs.
  • Create projections for up to five years out — year 1 by months, years 2-3 by quarters, years 1-5 by entire years. (Optional 10-year version available.)
  • Roll-over “Help Balloons” pop-up to provide convenient tips and advice as you build your financial plan
  • Charts and graphs are automatically generated for you
  • The “Use of Proceeds Summary” table suggests levels of investment required over 9/12/18/24 month periods — enabling you to prioritize your cash requirements to reach certain valuation milestones desired by most sophisticated investors. (When you understand this, you will realize why your deal will work and others won’t!)
  • Beautifully formatted—your financials will look great to potential investors, lenders, etc.
  • Built using Microsoft Excel®, the industry-standard for generating financial forecasts investors and lenders are accustomed to.
  • To finish, you can check the boxes for just the pages you want to print or include with your plan.

Excel workbooks integrate every section and automatically do all of the math for you

Flow of the business plan financial model template -- Notice the colored tabs across the bottom Click to ENLARGE

Simply fill-in / update the assumptions pages and the everything else is automatic

← Map of the model with pop-up notes simplifies and helps you understand the logic and flow of financial forecasting.

Lines that don’t apply may simply be hidden or renamed for your purposes.
(Assumptions pages are designed to be part of your plan presentation should an investor be curious.)

Print pages individually or the entire financial plan.

Click across the color-coded tabs at the bottom of your screen to go to any statement or assumptions page you want.

  • Jump in and make changes.
  • See what happens…
  • More money or not?
  • (CTRL+Z undoes it!)

Optional — Comprehensive financial model extended to 10 years

10-year business plan excel business plan template excel
Click to ENLARGE

Longer-term project?
Download the 10-year model

← Click to see sample P/L screen.

  • A 5-year projection is usually more than adequate, but some projects just require longer.
  • The BizPlanBuilder Comprehensive Angel/VC Financial Model in Excel has been expanded from 5 years to 10-years
  • We extended every page to accommodate projects that require a 10-year time frame.
  • Click the image to see a sample P/L screen
  • $47

Purchase & Download Just the Excel Template
Purchase & Download + Bundled with BizPlanBuilder Win App: $137

Purchase & Download + Bundled with BizPlanBuilder Online Annual Subscription: $137

Unlimited customization enables exact fit to your unique business

business plan excel financial model template ratio analysisClick to Enlarge

The Angel / VC Model includes calculations (with full explanations) for 33 ratios —
important for showing you the financial health of your business.
(Better you see these before the bankers and investors do — and make changes!)
Now you’ll know what the MBAs know!

Here’s where most other systems crash and burn — they’re rigid and inflexible!

They’re not written using Excel, they must import, and that’s where the trouble begins! Instead, BizPlanBuilder is based in Excel. It’s easy to use and many people around can support you. From there, you can easily customize these financials to fit your exact requirements:

  • Add worksheets
  • Link to or from outside spreadsheets
  • Add or subtract lines or sections
  • Change formulas
  • Format to have them appear exactly the way you want them.

We’ve also made sure to keep the formulas simple so you can easily trace the logic if you need to. Now you can show how believable numbers can add up — unlike other financial models…

Input ⇒ Black Box ⇒ Output

Here you will see the math and be able to explain “how you got there” in a clear and logical manner.

“We’ve been using your financial model for financial analysis, partnering, M&A, and VC analysis here in Silicon Valley and in Europe. I have used a few other programs like MoneySoft that cost $1500+ and yours are better, more accurate and more detailed. I can trust the integrity of the BizPlanBuilder financial models.”
~ Geir Ilstad, Prudent Management, Los Altos, CA

Built-in coaching on every page keeps you going

business plan software excel template financial model cap tableCLICK to ENLARGE

What to enter into each section?

At the top of each page, you’ll find an explanation of how to work with each worksheet. The cells requiring input also have bubble help — Roll your mouse over these cells for comments and suggestions for filling in each section of the model.

If you are at all uncomfortable with finance — the language, concepts, meaning, anything — we have included comments within the cells to make sure you are clear about what is being asked. It won’t insult your intelligence, but it will prepare you to think, plan, and speak financially.

Now you can do the math and understand your numbers and deal.
(Even a right-brain “Artist” or non-financial person can use these models!)

← For example, the “Cap Table” shown here lets you play what-if? with certain stock scenarios and valuations.

“I really appreciate the work that went into building your model. I have looked at a lot of software models and your model is the best I have seen. I use it for most of the projects I work on.
~ Dr. Paul M. Wendee, DBA, CFP®, CBI, Managing Director, Paul M. Wendee & Associates, LLC, Dana Point, CA

Show investors & lenders what they want to see — Manages the ‘pitch’ for you

business plan software jian excel balance sheet template Click to Enlarge

Investors & lenders will “get it”

Investors and lenders are still accustomed to reviewing “spreadsheets” and often ask many questions before they’ll authorize their money transfer to you. We want you to be ready for them. Some want a summary now, but want detail later and some have business interests few can imagine. Nevertheless, using BizPlanBuilder, you can easily select what you need to print to be fully prepared with multiple statement options:

  • Year 1 by Months
  • Years 2-3 by Quarters
  • Years 1-5 by Year
  • (All of the above)

Financial Worksheets included:

(Even the Assumptions pages are designed to be part of your plan presentation.)

  • Set-up by products, product lines, or profit centers
  • Incorporate up to 3-years of historical financial data to show a past, present & future continuum
  • Start-up Costs / Summary Use of Proceeds – Investors and lenders always ask…
  • Head-count & Space Planning (Who will you hire, how many… out to 5 years)
  • Demand/Revenue Model (list potential customers x segments x market penetration x prices)
  • Assumptions – Sales (easily adjust mix & seasonality from tables)
  • Assumptions – Marketing (use % of sales or actual)
  • Assumptions – COGS (use % of sales or actual)
  • Assumptions – R&D (use % of sales or actual)
  • Assumptions – G&A (use % of sales or actual)
  • Assumptions – Cash-flow (enter debt, equity, etc. — shows cash balance from cash-flow statement to make it easy to see the effects of changes)
  • Assumptions – Balance Sheet (use historical numbers if available)
  • Assumptions – Financing. Five integrated financial calculators help plan future loan financing and automatically calculate all interest expense, loan repayment cash-flow, and balance sheet entries.
  • Capitalization Table Allocate shares of stock (common or preferred) over several rounds of financing
  • Personal Financial Statement (perfect for attaching to loan applications, etc.)

Revenue / Demand model illustrates growth potential

Easily segment your markets and estimate penetration rates — investors often look here first.

It’s important to demonstrate clearly the magnitude of your opportunity. Investors always want to know how big the “universe” of potential customers is.

Build your “case” from the bottom-up.
The idea here is to enter the universe of available customers in a segment, then tweak the penetration %s to project unit sales. Input the entire universe of potential customers, by segments, then project your market share.

Building upon that, estimate the % of customers who will buy at a given price…See how believable numbers add-up—by using BizPlanBuilder you’ll be able to easily explain and justify your projections.

Project by Unit Sales
If you prefer projecting unit sales first, play what-if? with market share to arrive at projected unit sales—investors understand this and the combination helps build your case that they’ll believe!

Loan wizard automatically manages up to 5 loans

business plan financing wizard excel worksheet
Click to Enlarge

One of several Assumptions pages makes forecasting easy

  1. Modeling debt financing is easy.
  2. Enter the loan start date, amount, and interest rate.
  3. Interest expenses, cash flow and balance sheet line items are all automatically calculated — showing on separate line listings for each one on each statement for added clarity.

All loans are independently calculated so you can start them on any date from the beginning of your plan to any time in the future.

The blue text is variable so you can also label each loan with the title of your choice. These headings will also automatically copy to the Income Statement, Balance Sheet and Cash Flow statements where needed to identify their respective line-item calculations.

If / when you want to make a change, just update this page and everything else will recalculate and all changes will automatically appear in their proper places.

This helps dramatically to enable you to make adjustments where necessary and for investors and lenders to intuitively understand your plan.

Use this section to…

  • Restructure debt to vendors.
  • Purchase vehicles
  • Borrow working capital
  • Build up inventory

“As an experienced financial consultant, I was amazed at the depth of the package and its ease of use.”
– Tom Devine, The Clayton Group, New York, NY

Here’s an interesting idea you can use…

Business plan template includes alternate use of funds chartClick to enlarge

The “Use of Proceeds Summary” table suggests levels of investment required over 9/12/18/24 month periods

This enables you to prioritize your cash requirements to reach certain valuation milestones desired by most sophisticated investors. (When you understand this, you will realize why your deal will work and others won’t!)

Adjust what you want to do with what money you have for a 9 month, 12 month, 18 month, etc. interval.

If investors were to put more in, they would finance the further depth and breadth of development.

They should be set at stages of evolution (prototype, roll-out, expansion) — each level brings the company a higher valuation. The farther you go, the more value you’ll build — where is the optimum investment point for you and your investor(s)?

“Fund our operation for [00] months. This is what we can do…”

“How much is your business worth?”

jian business plan software excel template valuationClick to enlarge

Quickly analyze & compare various financing scenarios — for yourself as well as your investors

A similar question is, “What’s your pre-money valuation?”
This is an important question. Investors will inevitably ask it… and you need to have a good answer — especially one that has some good analysis behind it.

(For example, if you demonstrate that your business is worth $900,000 and the investor puts in $100,000, they’d get 10% of the company. ($900K pre-money + $100K investment = $1 million post-money.) Can you build a case that your business is worth more? Use BizPlanBuilder…)

Because valuation is a big part of any financial model and we use several methods to triangulate a respectable valuation for your business as well as to provide a credible explanation that you can use:

business financing plan Harvard Model

business financing plan 1st Chicago Method

business financing plan Discounted Future Cash-flow

business financing plan Common VC Formula

business financing plan Weighted Average (all of the above)

Learn more about the Valuation template page here: Business plan valuation template

Exit strategy? Return on investment… Stock give-up?

jian business plan software excel model template investor analysis

Quickly analyze & compare various financing scenarios
— for yourself as well as your investors.

Given a certain amount of investment, how many shares would your investor(s) get?

What % of the company would they own? (We included a calculation to help you see that you will still become wildly wealthy even when your investor(s) get rich too!)

What might rounds two and three look like?

If you were acquired or went public, what might that look like?
Perfect for busy CFOs as well as start-up entrepreneurs — the logical presentation especially saves time explaining to non-financial stake-holders. We also include a separate spreadsheet that helps you calculate your net return/profit if you were to sell your business.

  • Capitalization Table
  • Investment Analysis / 1,2,3 Financing Rounds / IPO / Sale?

Now you can easily develop a comprehensive financial plan for your business…

All Financial Statements Included:

business plan financial projection excel template

Charts & graphs can be easily customized in Excel to your needs

  • Financial Summary – consolidation of financial projections, plus headcount and capital requirements – automatically generated, including graphs and charts
  • Gross Profit Analysis(by product/service)
  • Income Statement (+ NOL carry-forward)
  • Balance Sheet(with out-of-balance flag)
  • Cash-flow Projection
  • Sensitivity Analysis (What-if… all on ONE page!)
  • Comprehensive Ratio Analysis (Shows 31 success indicators & trends—with ideas for corrections! Also includes direct links to BizStats.com enabling you to quickly compare with your industry. Free.)
  • Investor Deal Development & Analysis (enables planning for several rounds of financing + IPO)
  • Equity/Ownership Give-Up (see section below)

Charts Included:

  • Market Segments
  • Units Sold
  • Revenue Projections / Profit Center / Product
  • Revenue / COGS / Profit
  • Seasonal Sales
  • Headcount Growth & Personnel / Department
  • Use of Funds

Finance Plan

  • Market Size / Demand / Growth
  • Customer Acquisition
  • Product Mix
  • Sales Channel Mix
  • Marketing & Advertising
  • R & D, Equipment, Facilities
  • General & Administrative
  • Financing, Interest, Taxes

Automatic Financial Statements

  • Gross Profit Analysis
  • Income
  • Cashflow: Debt, Equity, Asset Sale / Combinations
  • Break-Even Analysis
  • Combination: Past/Present/Future P&L over Balance showing Ratio Trends

Select financial projections from the buttons across the bottom of your screen. Use just what you need. Everything adds up. You can see the math. Expert comments appear to explain every variable.

“Gives me all the formats and financial, but isn’t a “canned” plan — it allows flexibility. Thanks.”
~ Jon Loveless, Strategic Business Solution, Dousman, WI

The smartest working “Strategic Business / Funding Plan” – in 3 versions

$97

  • Includes BOTH the Windows download app
    AND a One-Year Subscription to Cloud-Based BizPlanBuilder online
    The choice is easy - You get BOTH versions
    If you decide to go with the Windows version, there's no need to renew next year.
    Or use the cloud-based version to enable secure collaboration with your team.
  • Menu-driven Windows app manages familiar Word, Excel an PowerPoint templates
    If you have Office, you already know how to use BizPlanBuilder! The cloud version uses a very similar editor menu
  • Sample intro letters, templates, worksheets to support your strategy or raising capital
  • Unlimited Team Collaboration
    also Between PCs Macs
  • Pre-written Sample Business Plans
    150+ Industry-Specific Sample Plan Templates
    Unlike every other business plan templates, we actually intend for you to be able to use our copy vs. having to delete it or rewrite it.
  • Tutorial Videos for Each Section
    What investors & lenders are looking for
  • Wizard-driven Financial Model
    We also include the updated / vetted Excel models completely customizable for your business
    If you are an Excel user, you'll love the total flexibility to customize your financial model.
    Need an Excel expert? Look in our Expert Referral Network!
  • Includes PowerPoint / Keynote
    Investor Presentation ("Pitch") Template
  • Global 24/7 Secure Access
    Automatic Back-Up & Restore
  • Annual Subscription (Cloud Version)
    No Contract, No Commitment
    Windows App is a 1x investment, no subscription.
    Use the online system as long as you need it -- You may want to keep it open for future updates, also allow investors and certain others read-only access.
  • Add as many team members as you want
    for $1 / mo each

    Get your team involved and on the same page!
    Add an unlimited number of additional users... You also control access as well as read / write or read-only permission.
  • 60-Day "Be Smart in With Your Business & Investors" Guarantee
    Includes 14-day FREE Trial Period

$19.97 / mo Subscription

  • Start-Up / Raise Capital Package Deal!
  • Here's our best deal to raise capital for start-up funding or business expansion — We include more tools & templates than any competitor!
  • <= Includes Cloud-Based - OnlineBizPlanBuilder
    Works for both Macintosh and/or Windows
  • Includes ALL the Content from BizPlanBuilder
  • Includes Online CRM system
    Keeps track of potential investors, customers, team members & others — even projects, deals & calendars
  • Includes Stock Options Builder software
    Compensate consultants, advisors and others who help you get started.
    Save cash and inspire your people with stock options.
  • Includes LLC Formation Doc Templates
  • Includes PowerPoint / Keynote
    Investor Presentation ("Pitch") Template
  • Global 24/7 Secure Access
    Automatic Back-Up & Restore
  • Monthly Subscription
    No Contract, No Commitment
    Use the system as long as you need it -- You may want to keep it open and allow investors and certain others read-only access.
  • Add as many team members as you want
    for $1 / mo each

    Access to All Package Apps!
    Add an unlimited number of users...
    Selected members of your team can access any/all of the apps in your subscription -- You control access as well as read / write or read-only permission.
  • 60-Day "Be Smart in With Your Business & Investors" Guarantee
    Includes 14-day FREE Trial Period
  • Click for More Details
    Click to learn more about what we include in this package deal perfect for start-ups and/or for raising capital.