Investment Project Analysis

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Estimate return for investment projects 

Use this investment project analysis to compute return on investment for a project that has revenues, expenses and financing.

The model has everyting you need to analyze returns: revenue, sales units & prices, a line of products or services, costs of goods & services, operating expenses, working capital, fixed assets, and financing flows.

The investment project can have several subprojects that have different cash flows and different sources of financing.

The project can be financed with equity, debt, leases or a combination of all three.

The model allows you to concentrate on analyzing your project rather than buildng spreadsheets.

Features

The model provides you with:

  • Depreciable, non-depreciable fixed assets
  • Subprojects with staggered investments
  • Working capital in several accounts
  • Sales model with several products
  • Product-related expenses
  • Fixed and variable operating expenses
  • Tax credits
  • Equity, debt, lease financing and blends
  • Multiple financing scenarios in one model
  • Cash flow after end of model time
  • Valuation of cash flows and ROI metrics

Go to the Features tab to see which Features are included in each version.

Fully Customizable

Using our automated modelling technology you can create a report that exactly suits your needs. Turn on and off major features, specify time line and "dimensions" such as product lines, preferred currency symbols, and date formats in a simple online form.

There’s nothing to install or learn.

Easy to Use

Your spreadsheet has a logical and intuitive layout that includes:

  • Comments on every variable table
  • Collapsible groups to hide detail until you need it
  • Easy to understand symbolic formulas
  • Easy modifiable data and preferences

 
StandardProPower Pro
  • Fixed assets
  • Working capital
  • Simple revenue model
  • Operating expenses
  • Investment tax credits
  • Equity financing
  • Valuation of cash flows, ROI
All features of Standard plus:
  • Subprojects
  • Sales model with sales units & products
  • Product-related expenses
  • Equity, debt, lease, blended financing
  • Financing scenarios
  • Cash flow after model time
All features of Pro plus:
  • Larger models with more items and more time periods
7 day free trial or $397 day free trial or $59$89
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Works with Microsoft® Excel® 2003 - 2010
 

Customize spreadsheets by filling in a simple form

Step 11. Choose
The model you want
Step 22. Customize
Online form does the work
Step 33. Download
And it's ready to use

Each spreadsheet offers:

  • Carefully organized layout
  • Comments on every variable table
  • Collapsible groups hide details until wanted
  • Easy-to-read symbolic formulas show what the model does
  • Easily change input data, start date, label text...
Meet your exact needs better than any static template.
 
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