Investor-Ready Financial Model: Annual Forecast + Valuation (Excel)
- CFOcloser
- Mar 16
- 1 min read
💼 Streamline your business planning with this powerful Excel tool! The Annual Forecast & Valuation Model helps you project your company's annual income, expenses, cash flow, and valuation in a clear, professional format. This model is perfect for businesses looking to forecast over a year, assess potential growth, and evaluate their value through multiple valuation methodologies.
🔑 Key Features:
✅ Annual Financial Projections: Income statement, balance sheet, and cash flow projections for the entire year
📊 Comprehensive Valuation: Multiple valuation methods, including DCF, Comps, and Precedent Transactions
🔧 Customizable Assumptions: Tailor inputs to your company’s specific financial situation
📈 Investor-Ready Outputs: Clean, professional formats for presentations, pitch decks, and financial reports
💡 User-Friendly: Pre-set formulas and clear instructions for easy setup
🎯 Ideal For:
CFOs & Financial Leaders preparing for funding rounds or business planning
Startup Founders assessing future growth and company value
Investors & VCs evaluating potential investments and valuation metrics
Comments