Investment Analysis Templates

Capital allocation decisions are only as good as the analysis behind them. Whether you're evaluating a new product line, a technology investment, a real estate acquisition, or an M&A opportunity, the Investment Analysis Templates give finance managers and business analysts the rigorous toolkit they need — NPV, IRR, payback period, sensitivity analysis, and multi-investment comparison matrices — all in a single professional workbook.

The DCF model drives NPV and IRR from projected free cash flows, with explicit assumptions for discount rate, terminal value, and growth — and a sensitivity table that shows how the investment decision changes under different rate and growth combinations. The payback period calculator handles both simple and discounted payback, which matters for investments where the time value of money is significant relative to the project life. When evaluating multiple competing projects, the comparison matrix ranks options across NPV, IRR, payback, and strategic fit score, giving leadership a defensible framework for capital allocation decisions.

For teams building the underlying cash flow projections that feed this analysis, our [financial projections templates](/templates/financial-projections) provide the three-statement model that generates the free cash flows used in the DCF. Organizations formalizing their investment governance process should also review our [enterprise budgeting and forecasting templates](/templates/enterprise-budgeting-forecasting) for the capex planning and approval workflow integration.