Templates
Free templates for strategy, finance and board work.
Eight templates in Excel, Word and PowerPoint, with working formulas, named inputs, built-in checks and instructions in the placeholders. Free to download and adapt, with no sign-up.
TAM SAM SOM market sizing template (Excel)
Free Excel template to size a market two ways, bottom-up and top-down, with TAM, SAM and SOM, a reconciliation, low and high cases and built-in checks.
Get the templateSWOT analysis template (Word and PowerPoint)
Free SWOT analysis template in Word and PowerPoint: scope, the four boxes with prompts, pairings that turn the grid into choices, and priorities with owners.
Get the templatePESTEL analysis template (Word)
Free PESTEL analysis template in Word: six factors with prompts, a scoring table for likelihood and impact, a ranked summary and signals to monitor.
Get the templateFive forces industry assessment template (Word)
Free Word template for Porter's five forces: drivers to rate for each force, an overall industry picture, where you stand and the moves open to you.
Get the templateThree-statement financial model template (Excel)
Free Excel three-statement model skeleton: income statement, balance sheet and cash flow linked over five years, with balance and cash checks.
Get the templateDCF valuation template (Excel)
Free Excel DCF template: five years of free cash flow, a terminal value, enterprise and equity value, and live sensitivity tables, with checks.
Get the templateInvestment committee memo template (Word)
Free Word outline for an investment committee memo: the ask, thesis, financials, valuation and returns, risks, diligence status and next steps, with prompts.
Get the templateBoard update deck template (PowerPoint)
Free PowerPoint outline for a board or investor update: summary and asks, scorecard, results against plan, priorities, risks, cash and decisions.
Get the templateHow they are built
Made to be used, not just downloaded.
Each template is something you can open, fill in and rely on, and every one says what it is for and where it stops.
- Working formulas. The Excel models have real formulas, named input cells and a checks block. No macros and no pasted values.
- Checked twice. Each model is recomputed independently before release, and its balance and tie-out checks must read OK.
- Instructions in place. Word and PowerPoint files carry prompts in the placeholders and a how-to box to delete.
- Made-up numbers are labelled. Every example is marked as an illustration with round, invented figures.
- Free. No sign-up. Use and adapt them for your own work; a link back is appreciated.
- Open to correction. Spot a mistake? Email support@forwardeployed.work.