Investment Analysis Template
Professional XLSX Template
Investment Analysis Template
Financial analysis template for evaluating business investments and ROI.
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1,000+ professionals use this template
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How This Template Works
The Investment Analysis Template is a sophisticated Excel-based tool designed to help you determine if a project is financially feasible by walking you through the steps of building the analysis and measuring the return on investment (ROI). This comprehensive spreadsheet provides two industry-standard methods for valuing projects and making informed investment decisions.
The template features:
• Net Present Value (NPV) calculations to translate future cash flows into current terms
• Internal Rate of Return (IRR) analysis for percentage return calculations
• Hurdle rate comparisons for go/no-go decision making
• Monthly cash flow tracking over customizable time periods
• Capital and operational expense categorization
• Income change and savings projections
• Automated financial calculations and formulas
• Sensitivity analysis capabilities
The Excel workbook includes structured data entry sections, automated calculations, and professional reporting outputs suitable for executive presentations and investment committee reviews.
Everything You Get With This Template
💡 Save 40+ hours of work • Avoid costly mistakes • Get professional results
Input Variables
Essential parameters for investment analysis
- Start Month/Year
- Hurdle Rate
- IRR Percentage Guess
- Assumptions Documentation
Income Changes
Revenue and savings projections
- Expense Reductions
- Income Increases
- Revenue Projections
- Cost Savings
Capital Expenditures
One-time investment costs
- Hardware Purchases
- Software Licenses
- Infrastructure Investments
- Setup Costs
Monthly Expenditures
Ongoing operational expenses
- Operating Costs
- Maintenance Fees
- Personnel Costs
- Recurring Subscriptions
Regulatory Compliance Coverage
FASB Standards
Follows Financial Accounting Standards Board guidelines
IAS 36
Compliant with International Accounting Standards for impairment
Capital Budgeting Best Practices
Aligns with corporate finance industry standards
SOX Compliance
Audit trail and documentation meet Sarbanes-Oxley requirements
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Frequently Asked Questions
What's the difference between NPV and IRR?
NPV shows the dollar value added by a project in today's terms, while IRR shows the percentage return. NPV is better for comparing projects of different sizes, while IRR is useful for comparing returns to your hurdle rate. The template calculates both automatically.
How do I determine the right hurdle rate?
Your hurdle rate should reflect your company's cost of capital plus a risk premium. Most companies use 10-15% as a baseline. Consult with your finance department for your specific rate, which the template uses as the benchmark for project approval.
Can this template handle complex multi-year projects?
Yes, the template supports projects up to 10 years with monthly granularity. It can handle varying cash flows, phased implementations, and complex revenue ramps. The time horizon is fully customizable.
What if my IRR calculation shows an error?
IRR calculations can fail if cash flows don't change sign or if the return is extremely high/low. Try adjusting the IRR guess percentage (default is 10%). The template includes troubleshooting guidance for common calculation issues.
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