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Customizable Spreadsheet Template: Investment Project Financial Analysis
A Great Investment Analysis Template
This template contains everything you need to analyze a wide range of investment projects. It models investment, cash flow with equity, debt and lease financing. It models operating results – revenue sales units, operating expense, financial and tax expenses and earnings –in some detail. You can model separate financial analyses for sub-projects – for example, multiple vehicles, building, or pieces of equipment.
| 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 |
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| 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 |
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| 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 |
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| Advanced Extra-Large | Includes all the features in the Advanced version, in larger models with more of everything. |
| $129 $89 |
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* Customization and preview is always free. If applicable, you'll be asked to buy before downloading a working spreadsheet.
More Details About the Model
Show detailsThis model analyzes the return on investment of an investment project. It analyzes sub-projects that have their own fixed investment, working capital, revenues and expenses within a larger project.
The main outputs of the model are:
- A summary of investment, on worksheet 'Investment'
- Statement of operationa, on worksheet 'Operations'
- Financial summary of all-equity financing, on worksheet 'Equity Fin'
- Financial summary of blended equity, debt and lease financing, on worksheet 'Blend Fin'
- Optional: For each sub-project,
- A worksheet with a financial summary of all-equity financing
- A worksheet with a financial summary of blended equity, debt and lease financing
- Net present value (NPV), return on capital (ROC), and internal rate of return (IRR), on worksheet 'Valuation'
The primary data inputs to the model are:
- working capital requirements, initial value, and salvage value
- revenues, operating expenses, income taxes and tax credits
Optional: a number of subprojects, each with its own initial value, start date, depreciation method and life, and salvage value, whose financial performance is reported separately and in aggregate
You can specify the number of financing scenarios included in the model. Each financing scenario can have a different blend of equity, debt and lease financing.
The original version of this model was based on an investment project analysis workbook named capbudg.xls made available for public use on the website of Professor Aswath Damodaran of NYU Stern School of Business at http://pages.stern.nyu.edu/~adamodar/ . ModelSheet Software is solely responsible for any errors in this derivative work. The Template is Easy to Use
Each template for Microsoft® Excel® contains · carefully organized layout · Excel comments on every variable table ·
Excel collapsible groups to hide detail until you want it ·
a worksheet with easy-to-read symbolic formulas that tell you what the model does.
View an introductory video to see how easy it is to use our customized templates!
Easy Customization - Included
Imagine you can get the template you need by filling in a simple form, without having to edit a spreadsheet. With
ModelSheet customized templates, you can do just that! You don't need to change cell formulas or spend time struggling with Excel.
The process takes minutes, not days or weeks. Customization is included with every template purchase. And for most models, you can customize
and download several times, allowing you to fine-tune your template.
View an introductory video to see how easy it is to customize a template!
New! International Formatting
During customization you can select from a set of international currency symbols and date entry and display formats. Once you create a free account, you can also set these options in your profile.
You can continue to customize your template in Excel
Your customized spreadsheet template makes it easy for you to change the following items in Excel:
- All the input data
- Starting date
- Text of all labels (e.g., products, departments, locations, etc.)
Looking for more customizations?
If you want more customizations, we can build them for you. Our experience in business and engineering analysis, combined
with revolutionary ModelSheet technology, enable us to build complex custom templates and deliver great value. Learn what
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