Investaura is pleased to provide Excel templates and tools that will greatly help you get started: Business Plan for beginners, Business Case for Sales support, Business Plan for the Tech industry, Business Plan for Telecoms, Business Plan and Budgeting, Short-term Planning and Forecasting, Business Plan for M&A and Fundraising, and others.
The following documents are accessible without registration
- Business Plan for beginners: this simple template illustrates how to forecast revenues, CapEx, OpEx, Cashflow and how to derive the Net Present Value (NPV)
- Investaura’s IRR calculation template
- Five S-curve models to forecast demand and the adoption of innovation. This template includes 5 models: the logistic (Fisher Pry), Bass, Gompertz, Weblus (modified logistic) and exponential models. It also includes tips to help you choose the right model for your work.
Ten great templates available to members only
Access to more advanced Excel tools requires registration as a member.
Financial Ratio Analysis: this simple template shows how the 4 categories of financial ratios and KPIs are calculated (Profitability, Liquidity, Stability and Capital efficiency ratios), and how each ratio addresses a specific question.
Financial Results template: this template can be linked to your main business plan. It provides full financial statements forecasts, including on the Balance Sheet side (working capital, debt and equity requirements). You can use it to summarise the key results and share your financial business plan with others.
Business Planning for the Tech industry: this comprehensive template has been used extensively by Investaura in the preparation of business plans for its clients, including in an M&A context.
Business Plan and Valuation template for Telecoms service providers: this detailed template is specifically for telecoms service providers; it has been used by Investaura on many assignment for telcos worlwide. It is detailed enough to capture all the salient features of a telco, without getting lost in details that are irrelevant in a long-term planning context.
Solution business case for solution suppliers and service providers: this beautiful template captures a single solution (or business line) and will be useful for service providers planning to launch a new service, or suppliers needing a business case tool for sales support purposes.
NEW Short-term planning and forecasting: this tool focuses on planning and forecasting in the short term, covering the current and the following year by month (24 months). It also includes ‘Actuals’ for the previous year, also by month. The tool will be useful for cash planning, financial reporting, performance management, as well as other use cases. The template is not industry specific and can easily be adapted and used for any kind of business.
Budgeting and Planning template for Telecoms: this is a very detailed template that combines both (short-term) Budgeting with (mid-term) Business Planning. So you can capture both the details of the next 12 months, and what the plan is in the following 3-5 years.
Solution business case with scenario management and sensitivity analysis: this is the ‘advanced’ version of the Solution business case above. It includes Excel macros that generate alternative scenarios and investigate the impact of changes to selected inputs.
NEW Integrated short-term and long-term planning: this is a fantastic tool for those who need to prepare a plan that includes both the short-term view in months, as well as the long-term view in years. The tool is smart and neat and can be used in all industries.
NEW M&A and fundraising: if you are a business owner or an M&A professional, if you are selling a company or raising money, you will love this template. It not only includes full financial statements, but also a commercial model that provides a revenue forecast for the various products that the company sells. The forecast can also be split by product components (hardware, software, licence) and by sales channels (direct, indirect).
So which Business Plan template is the right one for you?
If you are preparing a business plan for the first time, and if your needs are fairly simple, then the Business Planning for beginners is a good choice.
If you are a service provider and need to prepare a business plan for a new service (line) or solution, or if you are a supplier looking for a business case for sales support, then the Solution business case for suppliers and service providers is the right template for you. The advanced version includes scenario management functionality, as well as a sensitivity analysis module.
If you need a full Profit and Loss (P&L), Balance Sheet (B/S) as well as Cashflow statement, and want to forecast revenues both by product line and geography, then the Business Planning for the Tech industry is a great template to get started. Even if your business in not in Tech, you can easily modify the template to your particular industry.
If you are a telecoms service provider, then you will appreciate the Business Plan and Valuation template for Telecoms service providers. It captures the business of a telecom mobile network operator and includes a 15 year planning horizon, a sensitivity analysis and a Valuation module.
If you need to plan and forecast in the short term (next 12 or 24 months), also taking the recent past into account, then the Short-Term Planning and Forecasting template is an excellent starting point. If you need to plan the long-term view as well, in addition to the short-term view, and make sure that they are consistent, then the Integrated Short-term and Long-term planning is the template that you need. Both templates can be used in all industries.
If you are a telco or a service provider and also need to capture the short-term future in a lot of detail, for example because you need to combine Budgeting and Planning in the same tool, then you should use the Budgeting and Planning template.
Finally, if you need a generic but powerful financial statements template and forecast (P&L, Cashflow, Balance Sheet) that doesn’t require 1000s of input and can easily be presented and shared with others, then the Financial Results template is an excellent starting point.
Even if you are not in the Tech industry, you can still easily modify the templates above to adapt them to your own business!
Combine the various templates to create your own business plan!
The Excel templates and business plans provided above can all be used in a standalone manner. But they can also be used as building blocks and combined: the elements that you find particularly useful in one template can be copied and used in another template.
This way, you can set up a fully-customised business plan that meets your personal requirements and truly make the business plan your own. A couple of examples:
- say that you like one of the great macros (e.g. sensitivity analysis, scenario management, depreciation calculation etc) that you will find in the Solution business case for suppliers and service providers, or the Business Plan and Valuation template for Telecoms service providers, then you can copy and reuse them in the other templates
- say that you have a business plan with Profit and Loss and Cashflow statements, but now need a Balance sheet forecast and model for how the business will be funded (debt, equity) in the next 5-10 years. Then you can use the generic Financial Results template and its funding model to add a Balance Sheet to your existing business plan.
- there is a beautiful and powerful Results Tree (see previous picture) in the Solution business case for suppliers and service providers that can greatly facilitate the presentation of results. If you like it, then take a copy and put it into your own business plans!