Excel Financial Modeling Tutorial (+ free download)
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- čas přidán 27. 07. 2024
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If you're starting a business, a Financial Model is a critical tool to estimate the potential of your company. How much do you plan to charge for your product? How much do you expect you'll pay to acquire a customer? How much time do you need to finish development, and how much will those salaries cost? The sooner you know how much extra cash you'll have, the sooner you can deploy it, and the sooner you can yield results, i.e., multiply it. In the startup world, weeks can make a world of difference. So the model that we use at Slidebean, the model that made us profitable, we are making it available to the world as a free download. We’ll show you how it works in this video.
#slidebean #startups #FinancialModel - Věda a technologie
Grab our free template here:
slidebean.com/financial-model?
Literally just found your channel at 4:30 am this morning because I woke up once again thinking about how we really need to make legit financial projections for our business asap. To top it off this was posted yesterday, you have other videos for specific applications (mine being ecommerce), annnnd the content and editing is amazing. Subscribed immediately and and have been watching for the last couple of hours. You definitely made my day, thanks you guys are awesome!
Welcome aboard! Thank you, and happy to hear we've helped! YOU made OUR day 🙂
I purchased the ecommerce version, but it does not let you go back to 2019 in settings like you mentioned in this video. That was something I really wanted as I started my business August last year. Is there any way to change that?
Andrae Aldrete shoot us an email at help@slidebean.com- we’ll help out!
I never thought I'd be so happy to watch a presentation about excel. Super valuable! Thank you Caya and team! 🙏
Glad you liked it!
me too XD
Share me that template by google drive link please
Thank you so much, Caya and Slidebean!
It has been 3 years since this video launched. When I learned this, I sold this as my competence and now I'm making my own AI SaaS company, BonsAI's Financial Model through this!
Excellent that you're sharing the general template for free and even more so that you're educating on its use.
Glad it was helpful! Thank you for watching.
@@slidebean Great work
thanks for sharing. do you mind sharing a sample?
This is gold. I've already been checking out some content from Slidebean from some time now, but this content here? This is lit.
You have a place in my heart, Slidebean ❤️
God bless you Caya. A lot of this information exists on the internet, but to understand and digest it? You did your thing.
Thank you!
Again, another fantastic video, i had to pause, think and rewind and pause, think and rewind. You know how it is. I totally enjoyed your depth of explanations. Keep it coming and keep keeping it real. Shout out from Nigeria.
Glad you enjoyed it and that you found it helpful!
I feel so blessed to have found this, truly feel the power of knowing this.
Knowledge from your presentation is simple yet powerful. Keep up the good work. Cheers!
It’s really important you factor in total payroll taxes and benefits, as well as annual salary increases in your model. It’s great this model has that baked in. Sometimes people overlook things as simple as this because they’re thinking about today and not where their business is going to be in five years.
Thanks for the remark, Will!
Here's an idea- I think you should create a course on financial models where you teach all this stuff in even more details. I know a lot of people would be interested. I really hope you consider doing this.
Great work Caya! You save me a lot of time to build a basic financial framework like this. You guys are awesome! Thumb up!
Glad it was helpful!
THANK YOU for sharing this!
I think someone can convert this into a open source software and allow even easier management of his or her startup.
Please keep these free for the next couple of years
Thank you so much that spread sheet is everything jizzz
Thank you for a great workbook and helpful video!
You're very welcome!
Thank you so much for to the tutorial caya and team. this is very educating, success for slidebean
Thank you too!
Amazing Product. God Bless Caya and Team
Pure gold.
I really love your startup thank you
Thanks, Arjun!
This is the best channel in the world!!
WOW! Thank you!
This is amazing !!! Running to buy the app startup model.
Big kudos for that video!
Keep it up great work!
Very educational. Thanks, Caya and Slide Bean team.
Thank you!
Very helpful Caya, thanks for sharing.
Glad it was helpful!
Great value thank you
Great video! Thanks for this. I will purchase the file. Hopefully, you can have a subscription box financial model in the future! :)
Hey! its a pretty good model and explanation, although, there doesn't include an explanation on how the cap table works which is also super important! Thanks a lot!!
THANK YOU!!!!!!!!
Hey, is their an updated video for the updated template that you guys have?
Thank you.
This is an awesome tutorial. Thank you for doing that. Question: what tool did you use to do this video? where the screen you were sharing is showing as a background?
4:00 Discounted cash flow is a little different thing. It’s the cash flow that the company will generate discounted to today’s value using the discount rate. That is the T-bill yearly return rate and is called risk-free rate.
Discounting at the T-Bill would be very optimistic; You would usually discount at the WACC. However, the WACC does not make a lot of sense for startups, therefore discounting at 25% would not be a bad idea as it factors in the uncertainty
@@louroumou I guess that's more sensible. And for a startup with 0 debt that would be the cost of equity.
thankyou brother..
Solid. Really looking to integrate slidebean into our value chain to enhance internal and external communication.
Welcome aboard!
THANK YOU CAYA
Thank you!
Excellent Video and a very useful one for the startups. Have a couple of doubts and request you to clarify: 1. In the "Settings" sheet, operating cash balance is shown as 0 by default. By changing the cell from 0 to some value, couldn't see the further calculations in other sheets using percentage of revenue (10%). What is the significance of 10% of the revenues as operating cash? 2. In the "WK+ Capital" sheet, under the subhead "Accounts Receivable", COGS Accounts is included. Is "COGS accounts" A/R or A/P?
Nice and essential
Glad it helped!
Thanks for sharing! Love the content! Do you have a link to the webinar on Sales modeling mentioned in the video?
Here you go! It's for a SaaS financial model czcams.com/video/OhlELqo7Qxg/video.html
@@slidebean thank you! 🙂
Do you guys have one on hardware B2b?
Thanks for the amazing video and explanation! 1 question from me - if we are currently spending a lot in R&D, where would that go in this financial model?
Very helpful. I can see that some of the subjects (such as FS Month, FS Annual, Capex) is still no longer in the downloadable version. Some reason for that? Thanks (looking into buying the SaaS+ hardware template)
Hey caya, thanks for this tutorial, I see that the cap table section has been updated in the google sheet, the one you talk about in this video doesnt exist. Could you make a video on using the cap table ? I am unable to understand how to use the new cap table and would also help others as well. Thanks!
I want to see the SaaS financial model. Is there a video for it? I want to view it before purchasing. I want to make sure I can still understand it. :D
Hey Caya, I would like to know how to add the payment processor fee in % in the COGS tab? Your example includes only the use of $ and I tried to create a formula but I messed up the table. Thanks
Need more info to understand about (XEBITDA) Multiplier concept in your model and why NPV showing negative values ?
thank you so much for all this info!!! I am using the free template and is really great. I have a lot of questions regarding the Balance Sheet. Could you explain a little bit how it works? Thank you again so much for sharing your knowledge. Saludos de Chile :)
Glad it was helpful! For personalized support on the financial model, go to: slidebean.com/financial
The teams & salaries formula to payroll in SG&A seems wildly off. The formula is so complex I can't figure out where the issue is. I should have 5 team members in month 3 but right now I have 14 according to the SG&A. It's throwing off the expenses which completely messes with the time to profitability.
At the end of this video, you stated there will be a part 2. I can't seem to find a part 2 of this video. Is there one?
HI Caya, I don't have a Net present value, Valuation calculation & many other things in the free downloaded sheet, that you are demonstrating. Could you please provide us with the actual sheet?
+1
Just curious, why am I getting an other section on the Charts & KPI's section pie chart?
where is the best forum to discuss any problems we having with the model?
@Slidebean, How do you make a financial model when your company has more than 1 source of revenue like for example Ads, Subscriptions, Merch, Consultation, etc. ?
In that case, your model requires some level of personalization/customization. You can see if we can help you achieve that here: slidebean.com/financial
Is there any free tool where we can track the current financials vs this model?
how are you calculating the $0.30 / transaction from stipe? They don't just charge a 2.9%
BLESS YOUR FACE
Hi! Is there still a free download?
I am not able to download the template. Did anyone download it? could you share with me the drive link of that template?
Where do you detail the founder voting rights?
how do we edit the liabilities section?
The sheet you are showing and the sheet that I have downloaded isnt the same one because of which it is difficult follow it.
Hi,
In your website, do you teach as well or do you just offer the templates?
Just the template. If you are looking for some one-to-one guidance you can purchase some office hours from some of our experts, or check out our Founders Edition subscription.
Dear Friends,
I have 1 question regarding Financial Modeling:
1/ Please tell me the difference between Scenario analysis, sensitivity analysis, stress test?, and the intended use of each?. Thank you.
is the MS excel version free? Please share the link.
how do i get your template please
How do you downloading ad it?
I can’t find the download link for the template. Please can you share the download links. Thanks
slidebean.com/financial-model Here.
I cant find the free sample why I can have access to free sample
Hey, have enjoyed several videos you made! Thanks for sharing the community all these.
I have one question: With several ideas you believed valuable, what mindset/approach would you go through to properly valuate them so that you could determine which one to focus and avoid hesitation & distraction?
Thank you! Maybe this series helps answering a little bit: czcams.com/play/PLnhdsL4kFmVZNZIpqeFHJh0f6faNZ0-nk.html
You can always join our Discord community and discuss further! slidebean.com/startup-cafe
@@slidebean Thanks but the videos are about funding, isn't it? have joined in your community! : )
how can i get free templates
I'm finding it hard to edit the template
Something is wrong in CAPEX january 26'
🙇🏽♂️
anyone know if the company is still active? tried downloading the template, no email yet after a few hours..
Same here, I've requested the download link to be sent to both my personal and work email and haven't received it yet too after a couple of days
The company is still active. I've just downloaded the template.
I can not download the file
Jai Shree Ram 🙏🌺
Ola 👋
Oi
@@slidebean watched the full video, worth my 40 minutes.
Thanks for sharing 😊
Who pays for Gmail? Isn't it free?
“Because you’re investing early, we’re going to give you a discount on a future cash flow” is not what discounted cash flow means
Sorry but the Financial Model not for free as you said?!
You can download a basic version for free, here: slidebean.com/financial
1st comment 😄
Yeah!
What's wrong with audio!
Am I the only person who didn't find the "free download" financial model excel? it charges $79...
When you click the link it brings you to our financial model landing page. The free template is the last one amongst the other special financial models ( SaaS, eCommerce, etc.) You'll then get an email with a download link!
@@slidebean appreciate your fast reply, I got it now. Thanks for sharing such helpful tools.
This is too simple. Especially about the valuation tab.