I’ve made my share of Excel spreadsheets, I spent a lot of time mastering MS Excel after I completed my MBA. I ended up giving away a number of spreadsheets on this blog. Spreadsheets that are still being used, downloaded, and probably claimed by someone else as their work/intellectual property. These spreadsheets are provided as is, they represent a lot of time and effort on my part. They are free for personal use, they can not be sold or used as the basis for commercial work. Free means even more coming from someone who is unemployed.
Some people have had trouble finding them, though they have ended up on other websites… They deal mostly with company valuation, discounted cash flows, venture capital, and material that is part of the Level 1 CFA curriculum. I tested them all in my most recent version of Excel just now, they still work, you will need to enable macros and you may need to install solver. I decided to link to the five most popular/useful spreadsheets from one post so they’ll be easier for me to find and pass on to folks like Bonny Foley-Wong. They are presented below in the order I made them:
- A spreadsheet that values companies using the method most common to venture capitalists
- A spreadsheet that uses VBA to do cash flow projections and break even analysis
- A spreadsheet that does cash flow projections and break even analysis in a growing market
- 100+ CFA Level 1 practice problems
- A spreadsheet that uses a random number generator to create common CFA Level 1 practice problems
I kinda got talked into building a general business planning Excel spreadsheet which is detailed in its own blog post.
- Break Even Analysis in Excel using VBA
- Venture Capital calculations in Excel
- Break even analysis in a growing market
- More on Venture Capital Financing
This entry was originaly posted on , it was last edited on and is filed under: CFA, Excel, Self Marketing, Venture Capital and tagged: CFA Level 1, company valuation, intellectual property, solver, spreadsheet, unemployment, VBA.