Customizable Spreadsheet Template: Investment Project Financial Analysis

Available Versions

These are not rigid spreadsheet templates. You can customize them in dozens of ways to get the features you want while reducing unneeded complexity.

Version	Description	Download Price
Light	The Light version has the same features as the Standard version, only it is smaller. It lets you try the customization process and download a customized working template for free.	Free
Standard	Provides most of the features of the model for smaller analyses, including segmentation into sub-projects, fixed investment, working capital, revenues, and fixed and variable expenses.	$49 $29
Advanced	Includes all features in the Standard version, plus a sales model with price and sales units, an optional worksheet for each sub-project, and more of everything: time periods, sub-projects, and types of working capital and fixed and variable expenses.	$79 $49
Advanced Extra-Large	Includes all the features in the Advanced version, in larger models with more of everything.	$129 $89

* Customization and preview is always free. If applicable, you'll be asked to buy before downloading a working spreadsheet.

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Customizable Feature Comparison

These are not rigid spreadsheet templates. You can customize them in dozens of ways to get the features you want while reducing unneeded complexity. This table shows the features available in the Basic and Advanced plans.

Feature	Standard & Light Versions	Advanced & Extra-Large Versions	Comments
Investments
Investment measures			Gross investment, investment tax credit, net investment
Multiple investment subprojects			Track multiple investments in one project, such as vehicles or units of equipment
Investment subprojects start at different times			Each investment subproject can start at a different time.
Depreciable and non-depreciable fixed investments			Choice of linear, SYD or DDB. Specify life, residual value, and non-depreciable investment, for each investment subproject
Working capital			Tracks several kinds of working capital that scale with revenue, for each investment subproject
Cash Flow and Valuation
Cash flow			Cash flows, discounted cash flows
Valuation			Valuation based on NPV, including tail value after model time. Advanced version: Optional CAPM with discount rate based on β and risk premium.
Return on investment metrics			Net present value, internal rate of return, return on capital
Financing Alternatives
Equity financing			Includes depreciation, investment tax credit
Debt financing			Includes interest and principal payments, and effect on taxes
Lease financing			Computes lease fee from effective lease interest rate. Depreciation and tax credit go to lessor.
Blended financing			Specify a mix of financing types, independently for each subproject.
Financial leverage			Optionally compute discount rate using CAPM, with financial leverage based on financing mix.
Sales Model
Simple sales model			Specify revenue directly, or initial revenue and growth rate, for each investment subproject.
Sales model with prices and units			Revenue based on prices, sales units, growth rates, for each investment subproject
Operating Expense Model
Fixed operating expense			Specify several types of fixed operating expense, for each investment subproject
Variable operating expense			Specify several types of variable operating expense with respect to revenue), for each investment subproject
Time			Choose start date, time grain (weeks, months, quarters, years), and time range.

Version Size Limits

Feature	Basic	Advanced	Advanced Extra Large
Investment subprojects	6	20	60
Types of working capital	6	8	16
Fixed expense types	6	8	16
Variable expense types	6	8	16
Time periods	24	40	60

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