Workbook for learning financial modeling and excel techniques

Giff Constable lean, startups

I’ve written about financial modeling for startups on here a few times, and included a few sample models. More recently, I led an after-work class internal at Neo for those interested in improving their skills.

For those into lean, doing a thoughtful financial model from scratch is one of the best ways to spot hidden but critical assumptions, risks and dependencies.

To be effective, it really helps to know some key techniques within Excel, both in terms of formulas but also in terms of modeling best practices.

Updated: Here is the Excel version. I’ve also flipped this tool to Google Sheets to make it easier for folks to play with. Obviously some differences in terms of shortcuts and capabilities between the two.