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, probably too many considering I was unemployed at the time. These spreadsheets that are still being used, downloaded, and probably claimed by someone else as their 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.
Some people have had trouble finding them, though they have been successfully downloaded than uploaded on other websites… The spreadsheets mostly deal 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. I am unlikely to give away so much of my personal work for free again, perhaps after ten years I’ve finally learned my lesson.