Financial Modelling Solutions

Projectify specialises in providing robust financial modelling templates and tailored financial modelling solutions to help our customers make confident value-creating financial projections and decisions.

Professional Financial Modelling

At Projectify, we understand that sound financial projections and analysis are critical for decisions that shape your future, whether in business or personal finance. Whether you're a CFO, startup founder, business owner, or an individual seeking clarity on your financial goals, our modelling solutions deliver the insights you need to make timely, informed decisions for long-term success.

We are financial modelling experts with deep experience from Big 4 business modelling teams and a strong track record of supporting clients across industries. From high-growth startups and established enterprises to individuals managing complex personal finances, we help navigate financial planning with precision and confidence.

Our models are built for clarity, flexibility, and robustness, delivering dependable projections in an intuitive, user-friendly format. Aligned with best-practice financial modelling standards, each model is designed to provide meaningful insights and support sound decision-making. At Projectify, we equip you with the tools to navigate complexity and make confident, data-driven choices.

Expertise

We apply good practice financial modelling techniques and our extensive financial modelling experience to ensure our models are robust, flexible and user-friendly and meet your requirements

Efficiency

We leverage our extensive industry experience and vast stock of industry and use-case templates to provide you with cost and time efficient solutions that meet your requirements

Support

We offer support in understanding and putting to best use the financial models purchased and in designing financial models that are tailored to your specific needs

Our Financial Model Templates

We offer a broad range of user-friendly and cost-effective financial modelling templates to help business make a head-start with developing their financial projections. A model template is a quick and cost-effective way for businesses to get started with their projection need whilst benefiting from good practice modelling techniques and expertise in the area. Our templates are available for download through the following online market places or from our online store

Financial Models by Industry

Our Industry-Specific Financial Modelling Templates provide tailored frameworks for forecasting, budgeting, and performance analysis within particular sectors. These models help businesses assess operations, plan growth, and make informed financial decision

Agriculture

Plan and manage agricultural operations with our specialised financial modelling templates. These models help farms and agribusinesses forecast yields, analyse costs, and evaluate profitability across seasons and crops.

E-Commerce

Strengthen your e-commerce strategy with financial models designed for online stores, marketplaces, and subscription businesses. Forecast traffic and conversions, measure customer acquisition costs and lifetime value, and evaluate profitability across multiple channels.

Energy & Mining

Support your energy or mining project planning with specialised financial modelling templates. These models help you forecast production, assess capital and operating costs, and evaluate long-term project viability.

Financial Services

Strengthen your financial services operations with models built for banks, insurers, lenders, and investment managers. From credit risk and portfolio performance to fee income forecasting and regulatory analysis, these templates help you make informed, data-driven decisions.

Healthcare

Streamline financial planning in the healthcare sector with our specialised modelling templates. These models help hospitals, clinics, and healthcare providers forecast revenues, manage costs, and evaluate operational performance.

Hospitality & Entertainment

Enhance your hotel, restaurant, events, or entertainment planning with models built for the unique dynamics of the sector. Forecast occupancy and attendance, analyse margins, plan staffing, and assess profitability across different service lines and seasons.

Logistics & Distribution

Optimise your logistics and distribution operations with specialised financial modelling templates. These models help you forecast volumes, manage operating costs, and analyse profitability across routes, fleets, and distribution channels.

Manufacturing

Take control of your manufacturing performance with easy-to-use financial models built for real-world production environments. From material and labour planning to margin analysis and scenario testing, these templates help you optimise efficiency and plan for profitable, scalable growth.

Real Estate

Strengthen your real estate decision-making with models designed for developers, investors, and property managers. Forecast rental income, analyse development costs, assess financing options, and evaluate returns under different market scenarios.

Retail

Strengthen your retail business planning with models built for brick-and-mortar stores, e-commerce, and omnichannel retailers. Forecast revenue, track expenses, model inventory, and evaluate profitability to make informed operational and strategic decisions.

Services

Enhance your services business planning with models designed for consulting firms, agencies, and other service providers. Forecast billable hours, track expenses, evaluate pricing strategies, and measure profitability to guide informed business decisions.

Technology

Drive smarter decisions in your technology business with easy-to-use financial modelling templates. Whether managing a SaaS platform, hardware product, or tech-enabled service, these tools help you project revenues, optimise costs, and plan for sustainable, scalable growth.

Financial Models by Use-Case

Our Use-Case Specific models offer structured templates designed to address unique business needs, from budget planning and cash flow analysis to M&A or project evaluation. Ideal for professionals seeking targeted, actionable financial tools.

Accounting Models

Streamline your accounting workflows with Projectify’s specialized financial models. From IFRS 9, IFRS 16, and IFRS 17 calculations to actual-vs-budget tracking and ratio analysis, these templates give you clarity and control over complex reporting requirements and simulate accounting impacts.

Budgeting Models

Simplify your planning process with our budgeting financial modelling templates. Available in both generic and industry-specific versions, they help you set realistic targets, allocate resources, and support data-driven decision making.

Business Plans

Build a robust business plan with our financial modelling templates. Designed for startups and established businesses, these models help you assess viability, forecast performance, and present clear financial projections to stakeholders.

Cash Flow Projection

Improve liquidity planning with our cash flow projection financial modelling templates. Designed for businesses of any size, they help you forecast inflows and outflows, anticipate funding needs, and maintain healthy cash management.

Corporate Finance

Support strategic decision-making with our corporate finance modelling templates. These models help you evaluate investments and strategic options, analyse capital structures, assess valuations, and guide long-term financial planning.

Cost Benefit Analysis

Make informed investment decisions with our cost-benefit analysis templates. Designed for clear financial evaluation, they help you compare scenarios, assess economic impacts, and calculate metrics such as NPV, ROI, and payback periods.

Dashboard Models

Visualise your financial performance with our dashboard modelling templates. Designed for clarity and efficiency, they turn key metrics into interactive charts and summaries for faster decision-making

Debt Loan & Cash Flow Models

Strengthen your financial planning with templates that integrate debt management and cash flow forecasting. Designed to handle amortisation schedules, interest calculations, refinancing scenarios, and liquidity projections, they support clearer financial decision-making.

Feasibility Study

Strengthen your feasibility assessments with structured financial models built for early-stage project evaluation. Analyse capital requirements, operating assumptions, market potential, and financial metrics to determine overall project viability and risk.

Financial Analysis

Strengthen your analytical capabilities with financial models designed for in-depth performance evaluation. From ratio analysis and trend reviews to variance insights and benchmark comparisons, these templates provide clear, actionable financial interpretation.

Financial Markets

Navigate the markets with confidence using our financial modelling templates designed for investors and analysts. Track performance, model portfolios, test market scenarios, and evaluate risk–reward dynamics to make smarter, data-driven investment decisions.

Financial Projection Models

Strengthen your strategic planning with financial models built for accurate forecasting. From revenue and cost projections to long-term performance analysis and funding needs, these tools provide the insights required for informed business planning.

Generic Models

Our non-industry-specific models offer clear, adaptable structures for projecting revenues, costs, and cash flows. Ideal for startups, SMEs, and corporate teams looking for versatile financial planning tools.

Monte Carlo Simulation

Analyse uncertainty with our Monte Carlo simulation financial models. These templates help you assess investment returns, evaluate personal finance outcomes, and model risk across equity and crypto portfolios.

Personal Finance

Take control of your finances with our personal finance modelling templates. These models help you plan budgets, forecast savings, analyse investments, and make informed long-term financial decisions.

Private Equity

Our Private Equity models offer clear, flexible frameworks for analysing acquisitions, LBOs, growth capital deals, and investor returns. Ideal for investment professionals needing reliable tools for valuation, debt structuring, scenario testing, and ongoing portfolio tracking.

Startup Models

Our startup models provide clear frameworks for revenue forecasting, expense planning, and funding strategy, helping founders make data-driven decisions. Ideal for pitch decks, fundraising rounds, and operational planning.

3-Statement Models

Our 3-statement models provide a solid foundation for projecting performance, analysing cash flows, and understanding financial impacts across operations, investment, and financing activities. Ideal for startups, SMEs, and corporate teams.

Transaction Models

These templates enable detailed assessment of corporate transactions, including M&A, LBO, and other investment deals, linking operational performance, capital structure, and financial returns. Designed for deal screening, due diligence, and investment committee presentations.

Valuation Models

Our valuation Financial Modelling Templates help assess the worth of businesses, projects, or assets using DCF, multiples, and other valuation approaches. These models support investment decisions, fundraising, and strategic planning.

Tailored Financial Modelling

At Projectify, we understand that every business and project is unique and doesn’t always fit neatly into a standard financial model template. That’s why we offer tailored support to modify existing templates or design bespoke, user-friendly financial models that meet your specific requirements.

As financial modelling experts, we bring your ideas to life with models that are efficient, flexible, and cost-effective.

Our Services Include:

✅ Customizing Financial Model Templates - Adapt any of our templates to fit your business needs.

✅ Building Models from Scratch - Create fully customized models designed around your objectives.

✅ Reviewing & Refining Existing Models - Ensure accuracy, efficiency, and clarity in your current models.

✅ Book of Assumptions - Compile a structured document outlining all key financial model assumptions, ensuring transparency and providing stakeholders with a clear understanding of the basis for projections.

✅ Financial Model Consultation - Expert guidance to optimize your model’s structure and functionality.

Ready to get started? Request a quote or schedule a meeting with one of our financial modelling experts to discuss your project. Let us help you turn your financial vision into reality.

Request a Quote

Awards & Testimonials

Projectify Best Premium Creator 2025 - efinancialmodels.com

Lovenna - Store Manager eFinancialModels

Projectify has been providing quality financial model templates for many years on our platform and is one of our trusted vendors. Projectify always promptly addresses customer questions and seeks to service customers effectively and increase the quality of its templates. The quality of Projectify’s financial model templates and level of service is evident, as several awards from us and many happy customer comments show. We are proud of having Projectify offering its templates on our platform eFinancialModels

Joshua Bricknell

Co-Founder & Director Balloon Ventures

We are a startup financial institution lending to SMEs in Africa and the complexity of our work had grown beyond our modelling skills. With David's help we took one of his existing financial models and customised it for our organisation e.g. adding in multiple branches, multiple currencies, new cost centres, additional graphs and visualisations. The final model is fantastic. It's thorough yet easy to use. We've already shared it with several potential funders who are all extremely impressed! Thank you.

Andi Suli

Managing Director at OCF Corporate Finance

We have worked closely with the Projectify team on several engagements and we find them the ideal solution in terms of valuation & modelling support. The Team has great technical know-how and provide timely and excellent assistance to address arising specific needs.”

Tim Demoures - Managing Director & Co-Founder Eloquens.com

Projectify is one of our most popular channels on Eloquens.com marketplace. Thanks to focus on building professional models of high quality, comprehensive explanatory videos, and on a large variety of finance related themes, the models published have received excellent reviews from our community of users. Thumbs up Projectify! I fully recommend.