Free Financial Modeling TemplatesPage 5
Find the exact model for your financial needs - DCF, LBO, 3-statement, real estate, SaaS, and more. Filter by category, type, audience, or difficulty.
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285 templates
Direct Lending Fund Model
Financial model for direct lending fund with loan origination, yield, losses, and fund returns.
Mezzanine Debt Funding Model
Mezzanine financing structure with subordinated debt, equity kickers, and sponsor return analysis.
Microfinance Institution Model
MFI model with loan book roll-forward by product, branch ops, funding mix, capital adequacy, and return ratios.
Distressed Debt Analysis
Valuation and recovery analysis for distressed bonds and loans with recovery timeline and outcomes.
Trade Finance Underwriting
Model trade finance facilities with collateral coverage, payment terms, and default loss scenarios.
ABS CLO Model
Asset-backed securities and collateralized loan obligation analysis.
Collateral Pool Model
Track collateral composition, haircuts, and coverage ratios for secured lending programs.
Credit Portfolio CDO Model
Model credit default swap portfolio, tranching, and waterfall for CDO securitization.
Loan Portfolio CDR Model
Credit default risk model for loan portfolios with cumulative default rates and loss severity analysis.
Bank Capital Adequacy Model
Regulatory capital calculations and stress testing for banks.
Credit Rating Model
Calculate credit metrics and probability of default to estimate debt ratings.
Credit Stress Testing Framework
Stress test credit portfolios across default probabilities, loss severities, and adverse macroeconomic scenarios.
Equity Portfolio Analysis
Portfolio-level analytics for equity holdings with performance attribution, risk, and rebalancing.
Fixed Income Portfolio Model
Bond portfolio analytics with duration, convexity, credit spreads, and yield curve positioning.
Hedge Fund Operating Model
Operating model for hedge funds including investor cash flows, fee structure, leverage, and performance-based compensation.
Private Equity Fund Model
Fund-level cash flow, investment allocation, and LP returns including fees, distributions, and net IRR.
Fund of Funds Portfolio Model
Portfolio construction and performance tracking model for fund-of-funds vehicles investing across multiple manager-run funds.
Secondary Fund Economics Model
LP-view model for secondary fund performance showing portfolio composition, J-curve, IRR, and return contribution by vintage and asset class.
Continuation Fund Model
Model secondary fund economics with roll-over assets, new LPs, and GP economics.
Co-Investment Model
Track co-investor capital calls, distributions, and IRR by investor with waterfall mechanics.
Search Fund Acquisition Model
Financial model for search fund operators evaluating acquisition targets with acquisition price, earn-out mechanics, and operator returns.
Family Office Financial Plan
Comprehensive financial planning model for family offices with assets, spending, taxes, and legacy.
Endowment Fund Model
Multi-asset portfolio model for endowments with allocation, returns, spending, and perpetual sustainability.
Sovereign Wealth Fund Portfolio Model
Asset allocation and performance tracking model for sovereign wealth funds showing allocation drift, returns, and rebalancing mechanics.
Frequently asked
Are Finamodel templates free to download?+
Yes. Every template in this catalog is available as a free Excel download. Enter your email to receive the workbook and edit it in Excel.
What types of financial models are available?+
The catalog includes DCF, three-statement, LBO, operating, SaaS, real estate, project finance, fundraising, and valuation models.
Can I edit the Excel templates?+
Yes. The workbooks are designed to be editable, so you can replace assumptions, historical data, and forecasts for your own company or transaction.
How do I find the right template?+
Use the filters for sector, model type, purpose, audience, and difficulty, then open a template page to review its contents before downloading.
Are the templates suitable for professional use?+
They are structured using practical financial-modeling conventions and are intended as flexible starting points for analysis, planning, and valuation.
Do the templates include formulas?+
Yes. Downloads contain live Excel formulas and linked schedules so you can trace calculations and update outputs when assumptions change.
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