Raising capital? Managing runway? Prepping a board meeting? A strong financial model is a must.
Graphite's financial model templates for Excel and Google Sheets include integrated financial statements, cash flow forecasting, and the operational assumptions investors and leadership teams expect—built from real-world experience supporting venture-backed startups and growth-stage companies.
Just fill out the form at right and we'll email you a link to the download!
SaaS Financial Model Template: Built for recurring-revenue businesses. Forecast ARR, MRR, customer acquisition costs, churn, expansion revenue, runway, and cash burn using a fully integrated three-statement model.
Ecommerce/CPG Financial Model Template: Designed for ecommerce and CPG. Model revenue, inventory purchases, gross margin, contribution margin, customer acquisition costs, and cash flow requirements. Forecast production costs, inventory needs, retailer terms, working capital requirements, and growth scenarios.
Each template includes integrated financial statements, forecasting tools, cash flow planning, capital planning, financial summaries, reporting charts, and built-in model validation to support better decision-making as your company grows.
Built for Startups and Growth-Stage Companies
These templates are intended for founders, CEOs, CFOs, finance leaders, and operators who need a clearer picture of where the business is heading.
They can be used for:
Fundraising preparation
Board reporting
Strategic planning
Budgeting and forecasting
Cash runway management
Investor updates
Hiring and growth planning
A financial model should help you make better decisions, not create more work. These templates provide a starting point that can be customized to reflect the realities of your business.
A financial model template is a spreadsheet framework used to forecast revenue, expenses, cash flow, and growth. It helps companies understand future financial performance and make more informed business decisions.
Most startups begin with assumptions about revenue, hiring, expenses, and growth, then model how those factors impact financial performance over time. A financial model organizes those assumptions into a structured forecast.
Yes. All templates are delivered as Excel workbooks and can be customized to reflect your company's unique business model, assumptions, and growth plans.
Each template includes an Income Statement, Balance Sheet, and Cash Flow Statement. Together, these provide a complete view of financial performance, position, and liquidity.
Investors typically want to see realistic revenue assumptions, growth projections, operating expenses, cash runway, and key business drivers. A strong financial model demonstrates that management understands both the opportunities and risks facing the company.
