Fintech Financial Projection Template

Starting a Fintech business is already complex enough, let us help simplify making your fintech financial forecasts. This template was built by our CPA for the purpose of helping Fintechs plan and fundraise.

How it works?

Template price: $

99

  • 5 Year Projected Financial Statements
  • CPA Developed & Completely Customizable
  • Video Guide Included
  • Free Support & Projections Review
  • Compatible with Google Sheets

This easy to use but powerful fintech template was built by our very own CPA

Create investor- and lender-ready projections in a matter of hours

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built specifically for Fintechs - After helping tens of thousands of different startups and small businesses of all shapes, size, and industry - we created this flexible and powerful financial projection template for financial technology businesses to effortlessly create financial pro forma statements

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the Fintech projection template now for $99

The template price: $

99

USD

100% money-back guarantee for 30 days!

 Revenue Projection Template Example

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-use financial projection template for your business model. You can also open the file to use in Google Sheets!

Get the template

Step 2: Enter your assumptions on the input tabs

Fintech Revenue Forecast

  • The fintech revenue projection model will generate a reliable sales prediction based upon your specific income assumptions. Using inputs like your user acquisition costs and conversion rates, your fintech's subscription packages and churn rates, and other revenue streams like ads, in app purchases, and transaction fees. This section will also calculate your per transaction cost with direct expenses and COGS.

Fintech Operating Expenses

  • The fintech operating expenses section of this template enables you to break down each of your monthly expenses that aren't related to labor. You'll be able to enter your fintech's expenses monthly for the first 6 months to account for startup expenses and then monthly averages for the remaining years. Each expense can be entered as a static amount or a percentage of revenue so the expenses can scale with your business growth.

Fintech General Assumptions

  • This fintech projection template begins with starting assumptions including assets to be purchased, loans, investments, and accounts payable to calculate how much startup capital your fintech needs as well as your balance sheet. The template will calculate your fintech's amortization, depreciation, interest expense and more directly into the pro forma balance sheets.

Fintech Salaries Planning

  • Starting a fintech may require a lean model and the majority of the costs will be tied to people. This section of the fintech projection template will allow you to plan each position and how many of each position you will need so you can see how that impacts the bottom line of the projections. Employer taxes, benefits, and owner compensation will also be handled by this section of the fintech startup projection template.

Step 3: The model is automatically updated based on your assumptions

Fintech Financial Summary Tab

  • This At-A-Glace tab shows you a financial summary in the form of data visualizations, ratios, and fintech financial summaries, all ready to be copied into a pitch deck or business plan. 

Fintech Financial Pro Formas

  • There are six different Fintech Financial Statement tabs: the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements. Our balance sheets always balance, automatically. 

Investor & Valuation Friendly

  • The Investor Dashboard tab enables you, a lender, or an investor to play with any main assumptions of your fintech's revenue model. This tab will then display the income statement from your model and a special, modified income statement that updates as you manipulate the assumptions. This enables you to see how sensitive your model is to certain variables without any redundant data entry
 Income Projection Chart Example

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table ​​
  • Cash generated from operating activities graph
  • 5 years of monthly and annual income statement, cash flow and balance sheet reports
  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, we’re happy to provide a refund.

What others have to say about our templates

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get the Fintech projection template now for $99

The template price: $

99

USD

100% money-back guarantee for 30 days

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Our Projection Protection Guarantee

Love it or Swap it
If the template you purchase is not the perfect fit, our team will help recommend the right template and swap your template for no extra charge. You can rest assured we'll make sure you are using the right template.
Expert Review
After you fill out your template, you can upload your projections to our team where we will do a complete review and then send you a custom video recording of us providing feedback so you can feel confident your projections are investor & lender ready.
See How
Help as You Go
Our team will be standing by so you can get help as you fill out your projection template. Through email and custom video recordings, we will make sure you understand how to complete your projections.
See How

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The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insight to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

We are available to help you complete your projections

Troubleshoot

We'll answer your questions about how the template works

Customize

We can help you customize your template, add revenue models, expenses or custom charts, tables and graphs -> with our financial modeling services

Frequently Asked Questions

What is a fintech startup?

A fintech startup is a company that develops or utilizes technology to solve financial challenges. PayPal is a famous example of a fintech, a financial technology company, that aimed to make it easier to send and receive payments electronically between two individuals.

How do fintech startups make money?

Fintech companies have different revenue models, but a couple of common revenue models include a freemium service where the users get certain features and functionality for free, but some percentage of users opt to purchase a premium subscription for the service. For example, Robinhood allows users to place free stock trades, but they also have a number of premium features that users can opt to pay for. Some fintech's will also generate a transaction fee that could be both a fixed fee + a percentage of the total transaction value. Stripe is a good example of a fintech that charges both a fixed fee per transaction plus a percentage of the total transaction value.

What is the difference between the fintech financial model and the mobile app financial model?

ProjectionHub sells both a fintech financial model and a mobile app financial projection spreadsheet. The models are similar to each other. The primary difference is that the fintech model includes the ability to add revenue based on a fee per transaction and a percentage of total transaction value.


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