Fintech Financial Model Excel Template
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Fintech Financial Model Excel Template

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Fintech Financial Model for startups or established companies is the right choice when they need to raise funds from investors or bankers and calculate funding requirements, make cash flow projections, develop budgets for the future years, or to enhance a pitch deck. Fintech Five Year Financial Projection Template helps you evaluate your startup idea and/or plan a startup costs.

Solid package of print-ready reports, including a Fintech Pro Forma Income Statement For Startup, Cash Flow Statement Proforma, a Break-Even Analysis, and a complete set of financial ratios.

Our specialists have developed this financial model for fintech companies that want to manage their own financial performance wisely. This model has all templates for the economic analysis of fintech transactions, such as transactions with banking cards, FOREX transactions, etc. Fintech companies have specific sources of income and expenses types, and our fintech business model reflects all of them. This fintech financial model will be a perfect fit for the companies that operate in the fintech industry and want to assess their financial performance. You can use this fintech business model template for start-ups to make the financial forecasts. You can also use it for your existing fintech business to identify its financial performance, strengths, and weaknesses.



This financial model focuses on the activities relevant to the fintech industry. The primary key performance indicator (KPI) used in this model is the number of clients the company has.

The model has the spreadsheet with the revenue breakdown that includes transaction revenue and currency exchange revenue (for transactions with currency conversion).

The model also has expenses breakdown. It focuses on the main fintech expenses, such as card issuance costs and client verification costs.

Our fintech business model template has a unique spreadsheet for the financial analysis of marketing activities. It includes three customers' attraction channels: marketing, organic clients, and referrals.

This financial model also focuses on the monthly churn rate, because the success of fintech company directly depends on the number of customers.

Like all our financial models, the fintech financial model has three main financial reports, i.e., Income statement, Balance sheet, and Cash flow statement, and all standard financial calculations.

Budget Financial Model Makes Sure You Have Enough Cash To Pay Suppliers And Employees

Sell Your Business With Fintech Cash Flow Format In Excel



Works for FinTech startups

Our fintech financial model has a detailed breakdown of income and expenses relevant to the fintech industry.

FinTech Revenue Streams

It shows a line-by-line breakdown of the revenue streams, including revenue per transaction and revenue from the FOREX transactions.

Customer Acquisition

This fintech business model focuses on customer attraction activities and related expenses. It helps users to analyze the financial performance of each marketing channel and calculate customer acquisition costs.

Get a robust, powerful financial model which is fully expandable

This well-tested, robust and powerful Fintech Pro Forma Template Excel is your solid foundation to plan Fintech business model. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

Sensitivity Analysis

You can perform the sensitivity analysis and analyze the impact of specific revenue and expense categories on EBITDA.

All necessary reports

This model has a full set of financial statements and additional calculations crucial for any business.

Convenient, All-In-One Dashboard

Includes all required forecasting reports, including assumptions, Pro Forma Income Statement For Startup, Projected Cashflow Statement, balance sheets, performance reviews and summaries for months and years (incl. numerous graphs and KPIs).

Investors ready

You can use this fintech business model template both for internal analysis and as a pitch deck to show your potential investors.



Cap Table

Startup Financial Model consist of a Capitalization Table is one of the essential spreadsheets for start-ups. It reflects the company's overall ownership structure and depicts who owns what, how much possesses, and at what value. A capitalization table shows equity shares, preferred shares, options, and stakeholders' prices for such securities.


This 3 Way Financial Model has a tab for financial benchmarking study. This examination incorporates a financial analysis of performance and differentiating the association's results and other associations' financial markers in the business. Conduction of the financial benchmarking study helps customers with looking over an association's overall reality, adequacy, and productivity.

Top Revenue

This 3 Way Forecast has a tab for a distinct analysis of the association's revenue streams. With this template, customers can analyze the revenue moves by each product or organization class separately.

Cash Flow KPIs

Cash balance. The cash equilibrium of the Pro Forma Budget shows the aggregate sum of cash in a financial record of the organization. Any organization needs to hold available for later enough measure of cash to meet current commitments.

Liquidity KPIs

Working Capital. The working capital in the Financial Model Excel financial metric reflects the money you need for short-term operations. Working capital shows the difference between current assets and current liabilities.

Top Expenses

In the Top expenses part of our Fintech Cashflow Projection, you can follow your more critical expenses separated into four classifications. The model additionally has an 'other' classification, and you can grow or change this table as indicated by your necessities. You can mirror your organization's recorded information or make a Financial Model In Excel for the five years.

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