Preview • Financial Planning

Investment Analysis Template Preview

The Investment Analysis Template is designed to help you determine if a project is financially feasible by calculating NPV and IRR. This comprehensive Excel tool walks you through building financial models, measuring ROI, and making data-driven investment decisions using industry-standard valuation methods.

Financial Analysis Framework

Comprehensive NPV and IRR calculation methodology

INVESTMENT ANALYSIS TEMPLATE
Professional Financial Evaluation Tool

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ANALYSIS METHODS
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NET PRESENT VALUE (NPV)
├── Purpose: Translate future cash flows to current value
├── Formula: NPV = Σ(Cash Flow / (1 + r)^t) - Initial Investment
├── Decision Rule: NPV > 0 = Accept project
└── Benefits: Accounts for time value of money

INTERNAL RATE OF RETURN (IRR)
├── Purpose: Calculate percentage return on investment
├── Formula: 0 = Σ(Cash Flow / (1 + IRR)^t) - Initial Investment
├── Decision Rule: IRR > Hurdle Rate = Accept project
└── Benefits: Easy comparison between projects

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KEY FINANCIAL METRICS
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HURDLE RATE COMPARISON
• Company Minimum Return:     [  ]%
• Project IRR:               [  ]%
• Excess Return:             [  ]%
• Decision:                  [ACCEPT/REJECT]

PAYBACK ANALYSIS
• Initial Investment:        $XXX,XXX
• Monthly Cash Flow:         $XX,XXX
• Payback Period:           XX months
• Break-even Date:          MM/YYYY

RISK ASSESSMENT
• Best Case NPV:            $XXX,XXX
• Expected NPV:             $XXX,XXX
• Worst Case NPV:           $(XX,XXX)
• Probability of Success:    XX%
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Investment Analysis Template

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One-time purchase • Instant download

Complete Template Includes:

  • Complete Excel investment analysis workbook
  • NPV calculation with automated formulas
  • IRR analysis with solver functionality
  • Hurdle rate comparison framework
  • Multi-year cash flow projections
  • Capital and operational expense tracking
  • Income and savings modeling
  • Sensitivity analysis tools
  • Break-even calculations
  • Risk assessment matrices
  • Executive summary dashboard
  • Professional charts and visualizations

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"This investment analysis template has become our standard for all capital allocation decisions. The NPV and IRR calculations helped us identify which of our five proposed projects would deliver the highest returns. We avoided a $2M mistake by using this objective analysis."
$2M saved, 28% average IRR achieved
Michael Thompson
CFO at TechVentures Corp

Why Choose the Investment Analysis Template?

Our Investment Analysis Template has been developed by industry experts with over 10 years of experience in financial planning. This comprehensive template provides everything you need to implement professional-grade solutions in your organization.

Key Benefits

  • Save 20+ hours of development time
  • Ensure compliance with industry standards
  • Implement best practices from day one
  • Scale with your business growth

Who This Template Is For

This template is perfect for businesses of all sizes looking to streamline their financial planning processes. Whether you're a startup establishing initial procedures or an enterprise updating existing systems, our template provides the flexibility and comprehensiveness you need.