Modeliks

Build a simple or advanced financial plan for any business. No spreadsheets, no formulas!

• Fully Guided Financial Planning: Anyone can build a professional financial plan, no financial planning experience required.
• Financial Model Templates By Industry: The full financial plan logic is there, you just need to enter data about your specific business.
• Automated Financial Statements: Automatically generated Profit and Loss, Balance Sheet, and Cash Flow Statements.
• Driver-Based Financial Plans: Build dynamic & linked financial models based on the value drivers of your specific business.
• Advanced Subscription Revenue Modeling for SaaS businesses.
• Create Assets And Calculate Depreciation.
• Multiple Funding Sources: Advanced loan calculator, line of credit, equity investments, or other liabilities.
• Advanced Tax Planning: Accurately estimate your income tax, sales tax, or VAT / GST taxes.
• Working Capital Planning.
• Financial plan summary.
• Scenario planning.

Pitch Deck Creator

Create an investor-ready pitch deck in minutes.

Present your business with confidence to potential investors, business partners, or employees.

• Step-by-step guidance: Modeliks guides you through the process, step by step.
• Pitch deck templates by industry: Develop your pitch deck with over 100 professionally designed pitch deck slide templates.
• Slide editor: Add, delete, and edit textboxes, shapes, tables, charts, and icons to create your perfect pitch deck. All in the browser.
• Financial plan integration: Your pitch is linked to your financial plan. When you make changes to your financials, they are automatically reflected in your pitch.
• Collaborate, download and share your pitch deck with investors, employees, management, or anyone. Download it in PDF and share it by email or social media.

Business Planning

Write a bankable business plan, inspired by SBA structure and format, to ensure your plan complies with bank loan approval requirements.

• SBA inspired structure: Business plan template to ensure your plan complies with bank loan approval requirements.
• Financial plan integration: Your business plan is linked to your financial plan. When you make changes to your financials, they are automatically reflected in your plan.
• Collaborate, download and share your business plan with investors, employees, management, or anyone. Download it in PDF and share it by email or social media.

Financial Reporting

Track your progress!

• Automated dashboards: All reports you will ever need to understand the financial performance of your business in one place and available with one click.
• 100+ financial charts: All charts and reports are automatically calculated.
• Variance analysis: Understand your business actual performance vs. your plan or vs. previous periods.
• Waterfall charts: Bridge and waterfall charts to easily understand the reasons for the differences in your performance.
• Ratios: The most important financial ratios are automatically calculated. Profitability, return, leverage, liquidity, and efficiency ratios.
• Custom KPIs: Define custom key performance indicators (KPIs) specific to your business and track their performance.
• Custom dashboards: Select the most relevant charts for you and include them in a single dashboard
• Update actuals in 10 minutes
• Collaborate, download and share dashboards with investors, employees, management, or anyone. Download it in PDF and share it by email.
  

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