Get a custom financial model built from your inputs. DraftPlan creates editable Excel projections for startups, small businesses, restaurants, coffee shops, real estate, and DCF valuation use cases.
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Coffee Shop — Financial Dashboard | ||||
| 2 | Scenario Selector | 2 | Base | ||
| 3 | |||||
| 4 | Key Metrics | ||||
| 5 | Year 1 | Year 2 | Year 3 | Year 4 | |
| 6 | Revenue | $284,400 | $341,280 | $392,472 | $431,719 |
| 7 | COGS | ($113,760) | ($129,686) | ($141,290) | ($151,102) |
| 8 | Gross Profit | $170,640 | $211,594 | $251,182 | $280,617 |
| 9 | OpEx | ($127,980) | ($143,338) | ($156,989) | ($168,371) |
| 10 | EBITDA | $42,660 | $68,256 | $94,193 | $112,246 |
| 11 | EBITDA Margin | 15.0% | 20.0% | 24.0% | 26.0% |
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Assumptions | |||
| 2 | Conservative | Base | Optimistic | |
| 3 | Revenue Drivers | |||
| 4 | Avg daily customers | 120 | 160 | 210 |
| 5 | Avg ticket ($) | $5.50 | $6.50 | $7.50 |
| 6 | Growth rate (YoY) | 8% | 15% | 22% |
| 7 | Cost Drivers | |||
| 8 | COGS (% of revenue) | 42% | 40% | 36% |
| 9 | Monthly rent | $4,500 | $4,500 | $4,500 |
| 10 | Staff (FTEs) | 4 | 5 | 6 |
| 11 | Avg salary / FTE | $32,000 | $35,000 | $38,000 |
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Profit & Loss Statement | ||||
| 2 | Year 1 | Year 2 | Year 3 | Year 4 | |
| 3 | Revenue | $284,400 | $341,280 | $392,472 | $431,719 |
| 4 | Cost of Goods Sold | ($113,760) | ($129,686) | ($141,290) | ($151,102) |
| 5 | Gross Profit | $170,640 | $211,594 | $251,182 | $280,617 |
| 6 | Rent | ($54,000) | ($54,000) | ($54,000) | ($54,000) |
| 7 | Payroll | ($175,000) | ($182,000) | ($189,280) | ($196,851) |
| 8 | Marketing | ($8,532) | ($10,238) | ($11,774) | ($12,952) |
| 9 | Net Income | $28,440 | $51,192 | $74,518 | $95,165 |
| 10 | Net Margin | 10.0% | 15.0% | 19.0% | 22.0% |
| A | B | C | |
|---|---|---|---|
| 1 | Model Validation Report | ||
| 2 | Check | Status | Details |
| 3 | Formula integrity | PASS | 47 formulas checked |
| 4 | Scenario selector wiring | PASS | All 3 scenarios resolve |
| 5 | Cross-sheet links | PASS | 12 links verified |
| 6 | Balance check (A = L + E) | PASS | Balanced to $0 |
| 7 | Division by zero guards | PASS | 8 guards present |
| 8 | Assumption reasonableness | PASS | Within industry range |
| 9 | Overall Verdict | PASS | Model is clean |
You need financial projections. But every path is painful.
"I spent two weeks on a spreadsheet and it still doesn't work."
Building financial models from scratch takes 15–60 hours. Most people give up or produce something they can't trust.
"A freelancer quoted me $1,500. For a spreadsheet."
Hiring a financial analyst costs $300–$3,000. For many founders and managers, that's not in the budget.
"I don't even know what a DCF is."
You shouldn't need a finance degree to project your business's future. But every template assumes you have one.
Answer a few questions. Get a professional Excel model in minutes.
Answer a few simple questions about your revenue, costs, and goals. Our wizard guides you — no jargon, no blank spreadsheets. Smart defaults handle the rest. Not ready to share your numbers? Hit "Prefill with dummy data" to explore first — then customize everything locally.
Step 1 of 4 — Tell us about your business
Three specialized AI agents work together: one designs the structure, one builds the spreadsheet, and one stress-tests every formula. This is why your model is reliable — not just fast.
Get a polished Excel file with real formulas, scenario analysis (Conservative / Expected / Optimistic), and a validation report. Open it, tweak it, present it.
5 tabs • 3 scenarios • Validation report included
Not a template. A custom model built for your business.
Every model comes with three scenarios: Conservative, Expected, and Optimistic. One-click toggle in Excel — change the scenario and the entire model recalculates instantly.
No hardcoded numbers. Every cell contains a real Excel formula you can inspect, modify, and extend. Blue cells are inputs. Black cells are calculations. Fully transparent.
Before you download, an adversarial AI reviewer stress-tests every formula, validates scenario wiring, and checks for errors. You get a Validation Report showing exactly what was checked.
Key DifferentiatorA freelancer takes days. DIY takes weeks. DraftPlan delivers a professional model in under 5 minutes. Time you can spend running your business.
These are actual models generated by DraftPlan. Download, open in Excel, and inspect every formula yourself. Common models include startup forecasts, restaurant projections, coffee shop models, real estate investment models, and DCF valuation models.
3-year projections with revenue drivers, cost breakdown, and scenario analysis. 5 tabs including Dashboard, Assumptions, P&L, and Validation Report.
Rental property analysis with cash flow projections, cap rate, IRR, and debt service coverage. Full scenario toggle for Conservative / Base / Optimistic.
You have options. Here's why people pick DraftPlan.
One payment. A professional Excel file you own forever.
You know your business. We handle the spreadsheet.
You need a startup financial model for fundraising, planning, or a pitch deck. DraftPlan turns your assumptions into a professional Excel model with scenarios and real formulas.
From restaurants and cafes to coffee shops, retail stores, and service businesses, get clear financial projections without hiring a consultant or spending weekends in Excel.
Skip the tedious setup. Get a solid starting point with proper structure, scenario analysis, and formatting — then customize to your needs. Jump-start, not replacement.
Pay once. Own the file. No subscription, no lock-in.
One payment. Yours to keep.
Get My Model — from $49Compare: financial model services and freelancers often charge $500–$3,000. Templates cost $50–$100 and still need hours of customization. DraftPlan gives you a custom Excel model for $49–$59.