Description

Crowdfunding Marketplace Excel Financial Model Template

A Crowdfunding Marketplace is a platform where multiple entrepreneurs and creative thinkers can pitch their projects to investors to gain funding. A percentage of this funding goes to the platform through commissions and fees. To achieve and maintain profitability, it is essential to keep track of costs and properly plan resources. Our Crowdfunding Marketplace Excel Financial Model Template can make the business planning process easier and faster for you.

Introduction to our Crowdfunding Marketplace Financial Model

Crowdfunding Marketplace Excel Financial Model presents the business case of a brand-new startup. The model contains the three financial statements, including the cash flows, and calculates the relevant metrics (Sensitivity Analysis, Break-even Analysis, Diagnostic Tools, Project evaluation, and Charts). The financing options for the project include a standard long-term loan and an investment made by the investors.

How to Use Crowdfunding Marketplace Financial Model Template

A quick overview of the Financial Model: in the contents tab, you can see the structure of the model, and by clicking on any of the headlines, you will be redirected to the relevant worksheet.

On the Input tab, you can feed the financial information for the model, such as sales price, cost, expenses, etc. Inputs are always depicted with a Peach fill and grey letters, while the call-up (direct links from other cells) are filled in grey with black notes, and calculations are depicted with white fill and black characters.

Tabs based on Calculations

The Revenue sheet is structured to perform calculations according to the inputs entered by the user. Our Crowdfunding Marketplace Excel Financial Model Template provides separate sheets for Loan and Depreciation calculations. In addition, the PnL Monthly tab has aggregation along with other relevant statements like the balance sheet and cash flow for every month.

In the sensitivity analysis tab, you can see a high-level report with the main business scenarios. It shows how the company’s profit will look in case of any uncertainty. For example, if the cost or expenses increase by 10%, how the profit change will?

The break-even analysis tab helps determine the units and revenue required to achieve break-even.

Moving to the Project Valuation tab, a company valuation is performed using the free cash flows with discount rates to the firm. Then, investment metrics are presented (IRR, NPV, ROE).

In the Dashboard tab: Various graphs present the revenues, cash analysis, break-even analysis, sensitivity, assets vs. liabilities, startup summary, etc.

Key Inputs of Crowdfunding Marketplace Excel Financial Model

1. The growth rate
2. Various prices and segmentation of revenue
3. Revenue Assumptions
4. Average Payable and Receivable days your business is following
5. Cost of Goods
6. Fixed Asset and Capital Expenditure.
7. Tax Rate
8. Investment table
9. Loan table

Key Features of Crowdfunding Marketplace Excel Financial Model

Input Sheet

This financial model template contains inputs that, when changed, impact the calculations; therefore, the changes are applied to all relevant sheets. As a result, this economic model always has built-in flexibility to display different outcomes or final estimates based on this sheet’s changes. This also helps in calculating future projections.

Startup Summary for Crowdfunding Marketplace Excel Financial Model

A startup summary tab includes the total cost incurred at the start of business and capital expenditure, how much cash has been injected by the company so far, and based on the number of months, the amount of investment required is calculated.

A Startup Summary helps you take a realistic view of your idea and double-check whether the business has enough funds to support operations.

Monthly & Yearly Income Statement

The Crowdfunding Marketplace Excel Financial Model provides the monthly and yearly income statement structure and a framework for creating a full corporate forecasting model tailored to your business.

The Crowdfunding Marketplace Excel Financial Model’s monthly Income Statement sheet is perfect for those requiring regular reporting and details. Gross and net earnings are linked with a revenue analysis sheet to ensure accurate reporting. Additionally, Income Statement contains all revenue streamlines. Oak Business Consultants understands every Crowdfunding Marketplace business’s goal. Therefore, we have developed a mechanism that helps business owners determine whether they are making profits.

Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains several graphs, assumptions, ratios, margins, net profit, earnings, cost of services, and profit after tax.

Balance Sheet for Crowdfunding Marketplace Excel Financial Model

This balance sheet enables you to analyze your position of current assets, fixed assets, liabilities, and equity. This also allows you to monitor your accounts receivable, accounts payable, accrued expenses, etc. Therefore, this specific financial model gives you the perfect space to analyze your critical financial balance accounts.

Cash Flow for Crowdfunding Marketplace Excel Financial Model

The Cash Flow Statement is the vital part of the three statements that report the cash spent and generated during a specific period. The Cash Flow Statements act as a bridge between the income statement and the balance sheet. It depicts how money moves in and out of business.

Break-Even Analysis

A break-even analysis can help you measure how different scenarios might play out financially. For example, if you increase the marketing budget or add another employee to the payroll, how many extra sales will be needed to recover that additional expense?

We have included a Break-even analysis of our Financial Model, which will help the user to determine sales. The break-even analysis will help you choose the profits generated at the various sales levels. The Break-Even Analysis refers to your total sales contribution being fixed cost at zero profit and loss. This Technique is primarily based on marginal costing, which behaves differently at various levels of output activity.

Project Evaluation for Crowdfunding Marketplace Business

Since the table calculates Return on Investment, Investor’s Future Equity Share, and Cash Burn Rate Analysis, analyzing the company’s performance becomes easy to capture potential investors.

Diagnostic Sheet

This Diagnostic sheet is a new inclusion to our financial model. This automatically explains the condition of the business. For example, if your company’s profit is 30% of the total sales, the sheet will include favorable comments (As mentioned in the above picture). These comments are based on the financial data in the income statement, balance sheet, and Cash flow. Therefore, the Diagnostic Sheet is beneficial in giving the company’s insights in just one line.

Dashboard

Users and readers respond and process visual graphs better than data. Furthermore, This dashboard provides a graphical management tool that enables you to track all your relevant financial KPIs, improve cash flow management, and track expenses, sales, and net revenue in detail to meet and outperform the financial objectives of your business.

Benefits of Crowdfunding Marketplace Excel Financial Model

Encapsulate Company Performance- The Crowdfunding Marketplace Excel Financial Model analysis simplifies a company’s financial statements. It allows the user to express critical profitability and financial position information in just a few numbers. For example, the company’s net profit margin encapsulates the net effect of a company’s revenues and all expenses. It will enable the user to conclude a company’s profitability without going through lengthy accounts statements.

Bottom Line – A Crowdfunding Marketplace Excel financial model can be the key to your company’s better and informed future. Succeeding in planning your company’s finances well will mean overall success in making wise investment decisions, purchasing the right operating assets, controlling costs, and determining company valuation.

Accommodates Investors – This model provides valuation and performance analysis charts. It enables the investors and banks to determine the company’s actual worth considering lending funds to your company.

Based on Financial Principles – We did in-depth research on the Crowdfunding Marketplace business model to create this financial model with logically correct financial and economic principles and assumptions.

Properly Integrated – The model assumptions and calculation have proper integration. So, the change in the main sheet will automatically lead to the change in all related sheets easily.

Visualization Tool – This Financial model also prepares a clear communication of the quantitative outcomes. As obtained by calculations via various graphs and charts. Therefore, the user does not need to pay much attention to the financial model’s inner workings.