Back to Tags

#financial modeling

Capital Request Review — NPV, Payback and the Questions to Ask

Evaluate a capital or project request with net present value, internal rate of return and payback from the cash flows provided, and list the assumptions that most need challenging.

Nigel Yoshida

Build vs Buy — Total Cost of Ownership Over Five Years

Compare building a tool in-house with buying or subscribing, on five-year total cost of ownership, time to value, risk and control, with the numbers side by side.

Nigel Yoshida

Spreadsheet Model Review — Check a Model Before Anyone Relies on It

Review a financial model's structure, formulas and assumptions before it's used for a decision: hard-coded numbers, broken links, inconsistent formulas, circular logic and missing checks.

Nigel Yoshida

Working Capital Review — DSO, DPO and Inventory Days With the Math

Calculate days sales outstanding, days payable outstanding, days inventory and the cash conversion cycle, show how much cash each day is worth, and find practical ways to free cash.

Nigel Yoshida

Pricing Change Impact — Revenue and Margin Before You Change Prices

Model a price change before it happens: revenue and gross margin at different volume responses, the break-even volume change, and the customers and contracts affected.

Nigel Yoshida

Scenario Analysis — Base, Upside and Downside With the Math

Model base, upside and downside cases from the drivers that matter most, show what each does to revenue, profit and cash, and set the triggers that tell you which case you're in.

Nigel Yoshida

Excel Formula Builder — The Formula, How It Works and How to Check It

Get the spreadsheet formula for a finance task, such as lookups, date math, running totals or conditional sums, with an explanation, a test case and the common ways it breaks.

Nigel Yoshida

Investor-Ready Business Plan and 5-Year Financial Model Generator

Generiert einen strukturierten, investorenfertigen Geschäftsplan inklusive eines vollständigen 5-Jahres-Finanzprojektionmodells basierend auf Nutzereingaben. Der Plan umfasst alle wesentlichen Abschnitte von Executive Summary bis Risikoanalyse, unterstützt durch realistische Benchmarks, klare Annahmen und tabellarische Finanzübersichten. Ideal für Startups und Unternehmen, die Kapital von VC, Angel-Investoren oder Private Equity anstreben.

Levent Yelmen