Google Sheets and Excel Download

Transactional Financial Model Template

Spreadsheet template formatted to fit a startup following a simple transactional business model.

What’s Included?

Full Three-Statement Model

Automatically links your Income Statement, Balance Sheet, and Cash Flow Statement into one investor-ready model.

Repeat-Purchase Revenue

Three customer tiers, each with its own returning-customer rate, transaction frequency, and average ticket size.

Acquisition with Referral Loops

Paid, organic, partnership, and conference channels plus a referral engine that generates new customers from last month's cohort.

Download Your Free Template Today

Go Beyond The Template

1000+ founders trust Forecastr’s platform and services for financial clarity.

“Every business is so unique and there just isn't a template that fits everybody. The team at Forecastr was able to help us build something unique."

Smiling woman with wavy brown hair wearing a black top against a purple gradient background.

Luisa Castellanos

Founder,  
Science On Call

“I don't go to QuickBooks for answers anymore. I go to Forecastr.”

Smiling man with glasses, beard, and dark shirt against a purple gradient background.

Amar Gutam

Founder, HyperTrader

Bearded man in a gray hoodie gesturing with hands while sitting on a chair indoors.

Alex Duta

Founder, Abiware

“A great model is a must-have not only for fundraising but to really understand and manage a business. I recommend all my founders work with Forecastr because they build incredibly useful financial models.”

Ryan Kuder

Managing Director, Techstars Anywhere

"If a business is a spreadsheet with legs on it, Forecastr allows us to run faster and further. Knowing our inputs and assumptions gives us the confidence to build the business, raise money, and tell our story."

Tim Schuster

Founder, PopUpThinkTank

Alyssa McEwen

Founder, Harmonious

Forecastr meets founders where they are. It helps them understand their own numbers and make decisions with clarity and confidence.

Man with curly hair and beard speaking into a microphone against a purple background.

Patrick Henshaw

Managing Director Render Capital

Annie Jorgensen

Founder, At Home Articulation

“Forecastr rescued me from financial disarray, transforming spreadsheat chaos into structure."

Mike Russo

Founder, SparkOffer

Marc Bertrand

Founder, The Bertrand Education Group

“It’s logical and intuitive. Once I learned how to use it, it just made sense.”

Smiling woman with long brown hair wearing a black leather jacket and white top on a purple background.

Nicole Lipkin

Founder & CEO HeyKiddo

“Forecastr helped me answer: Is this business worth pursuing? Where should we focus? What are our biggest growth levers? That insight has been critical."

Pascal Wagner

CEO, Grow Your Cashflow

Adam Gordon

Founder, PTO Genius

"Game-changers. Their platform is intuitive, and they've got the expertise to back it up. We're more confident than ever about our financial trajectory.”

Kenny Eliason

Founder, Quilia