eFinancialModelers

What eFinancialModelers does

eFinancialModels is a Zurich-based online marketplace founded in 2016 that distributes industry-specific financial model templates in Excel and Google Sheets. The platform's core product is a library of 120+ templates spanning 30+ verticals including Solar Energy, Real Estate, SaaS, Manufacturing, Oil & Gas, Hospitality, Hospitality/Hotel, Renewable Energy, Agriculture, and Life Sciences, with deeper coverage in niche sub-verticals such as Battery Energy Storage Systems (BESS), Green Hydrogen Electrolysis, EV Charging, Private Equity waterfalls, and risk-adjusted Pharma Biotech DCF. A quality-review process governs all template submissions, and the platform runs an annual Vendor Awards program (held 2017, 2019, 2020, 2022, 2023, 2024) to recognize top contributors among its network of 70+ vendor authors.

The business operates a hybrid model combining direct sales of proprietary templates with a two-sided marketplace that takes a 30% commission on third-party vendor sales, plus tiered commissions (20%/15%/10%) on custom financial modeling services. Templates are sold as one-time/perpetual licenses priced between $29.95 and $249.95 across Basic, Pro, and Premium tiers, with discounted industry bundles (Real Estate, Renewable Energy, Agriculture), free PDF demo versions, and a $5 "Cup of Coffee" contribution tier. Distribution is fully self-serve through eFinancialModels.com with global digital delivery via Stripe and PayPal, supported by SEO-optimized category pages, an editorial knowledge base, and customer testimonials. The platform is led by Cyrill Haenni and serves a fragmented base of entrepreneurs, investors, finance professionals, and SMB owners primarily for fundraising, valuation, feasibility analysis, and scenario modeling use cases.

The company is privately held and bootstrapped, with no disclosed funding rounds, no parent company, no patents, and no formal partnerships in the source material. It operates as a small team (1–10 employees) from a single Zurich headquarters, with global buyer reach across at least nine named countries. Beyond templates, the offering includes Custom Financial Modeling Services (bespoke model development, modification, advisory), a Financial Modeling Courses and Training directory, and a Vendor Registration platform for authors. The technology stack is centered on static Excel and Google Sheets deliverables — there is no evidence of API, SDK, mobile app, or AI/ML capabilities — making distribution advantage, content library depth, and the vendor flywheel the primary defensible elements of the business.

Name

eFinancialModelers

Legal name

eFinancialModels

Website

https://efinancialmodels.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

eFinancialModels operates a Zurich-based online marketplace offering 120+ Excel and Google Sheets financial model templates across 30+ industries. The platform serves SMBs, entrepreneurs, investors, and finance professionals via direct template sales and a 70-vendor commission marketplace.

Ownership category

akta.pro rank

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Digital Commerce or Content

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Marketplace Template Sales Commission: Platform takes 30% commission on template and download product sales, with vendors receiving 70%. Revenue generated from transaction fees on digital product purchases made through the marketplace.
2. Custom Services Commission: Tiered commission structure on custom financial modeling services: 20% for orders up to $500, 15% for orders $500-$1,000, and 10% for orders exceeding $1,000. Commission rates are cumulative based on customer order history.
3. Direct Template Sales: Revenue from sale of proprietary financial model templates developed by eFinancialModels core team. Templates include industry-specific models, valuation tools, and financial planning spreadsheets sold at various price points.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

eFinancialModelers runs an online marketplace and direct storefront that sells downloadable Excel and Google Sheets financial model templates for startups, small businesses, and specific industries such as SaaS, e-commerce, real estate, healthcare, restaurants, biotech, and crypto. The company complements its template catalog with bespoke financial modeling and valuation services delivered to clients who require tailored analysis rather than off-the-shelf templates.

Product overview

eFinancialModels operates as a marketplace platform offering two main product lines: Financial Model Templates (in Excel and Google Sheets) and Financial Modeling Services. The core product is an extensive library of industry-specific financial model templates covering sectors including Solar Energy, Real Estate, SaaS, Manufacturing, Oil & Gas, Hospitality, Renewable Energy, Agriculture, and many others. Templates serve as foundations for financial planning, valuation, feasibility studies, capital raising, and scenario analysis. Financial Modeling Services provide bespoke support including custom model development, template modification, and advisory consultations. The platform connects template authors with buyers, maintaining quality control through manual review of all submissions. Notable templates include the Solar Energy Financial Model, SaaS Business Financial Model, Airbnb Financial Model, Hotel Investment Financial Model, and various industry-specific bundles. The company also runs a Vendor Awards program recognizing top contributors.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Model Templates Marketplace Online marketplace offering downloadable Excel and Google Sheets financial model templates across startups, SaaS, e-commerce, real estate, healthcare, restaurant, biotech, crypto, and other verticals, targeted at entrepreneurs, investors, finance professionals, and small business owners.
• Custom Financial Modeling and Valuation Services Bespoke financial modeling, forecasting, and valuation services delivered by the in-house team to clients who require tailored analysis or transaction support beyond off-the-shelf templates.

Quantifiable outcome

• Templates downloaded thousands of times by users globally
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Wisesheets: Wisesheets provides Excel and Google Sheets add-ons and templates for stock analysis, financial modeling, and investment research. It is an emerging peer as it focuses specifically on financial spreadsheet tooling for analysts and investors, an overlapping audience to eFinancialModels' investor/lender segment.
• Macabacus: Macabacus provides Excel and PowerPoint add-ins plus model templates for investment banking, private equity, and corporate finance professionals. It is an emerging peer because it sells financial modeling tooling for Excel users, overlapping with eFinancialModels' buyer base though via plug-ins rather than standalone templates.

Broad incumbents

• TemplateMonster: TemplateMonster is a large digital marketplace selling website templates, graphics, and presentation assets with a global vendor network. It is a broad incumbent peer because it operates a similar multi-vendor marketplace for downloadable digital goods, though in different content categories than eFinancialModels' financial templates.
• Smartsheet: Smartsheet is a work management and collaboration platform offering project tracking templates, budgeting tools, and financial planning capabilities for businesses. It is a broad incumbent peer because it provides template-driven financial planning for SMBs, though embedded in a broader SaaS platform rather than a downloadable marketplace.
• Envato Market: Envato Market (including ThemeForest) is a leading digital marketplace where third-party authors sell downloadable creative assets, templates, and code. It is a broad incumbent peer due to its mature multi-vendor marketplace model for digital products, broadly comparable to eFinancialModels' vendor-driven template platform.

Direct peers

• Wall Street Prep: Wall Street Prep provides financial modeling training, certification, and Excel-based modeling templates for finance professionals and corporate trainees. It is a direct peer because it sells packaged financial modeling templates and complementary training to the same SMB/professional buyer eFinancialModels targets.
• Breaking Into Wall Street: Breaking Into Wall Street provides financial modeling training, interview prep, and downloadable Excel modeling templates for aspiring investment banking and PE professionals. It is a direct peer as it bundles financial model templates with training content targeting the same founder/investor/analyst segments.
• Vertex42: Vertex42 offers a large library of free and paid Excel and Google Sheets templates for finance, business, and personal use, with a direct-download marketplace model. It is a direct peer because it sells downloadable spreadsheet templates — including financial planning tools — through a self-serve digital storefront to a similar SMB audience.
• Corporate Finance Institute (CFI): CFI offers online financial modeling courses, certifications, and downloadable Excel model templates to professionals and aspiring analysts. It is a direct peer as it monetizes financial modeling know-how through both templates and training, mirroring eFinancialModels' content-plus-services mix.
• Flevy: Flevy operates a marketplace for business frameworks, templates, and training documents targeted at consultants and executives. It is a direct peer because it sells downloadable business document templates in a similar self-serve marketplace model to eFinancialModels' financial model templates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Customer concentration

• Xx.com/eFinancialModel
• Facebookfacebook.com/efinancialmodels

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about eFinancialModelers