Business Templates
Free tools to help you plan, forecast, and manage your business finances.
Business Plan Template
A structured business plan template to help you map out your business idea, financials, and growth strategy. Useful when applying for business finance.
Financial Forecast Template
A simple financial forecast spreadsheet to project revenue, expenses, and cash flow over 12–36 months. Helps demonstrate the viability of your business.
Cost & Funding Template
Map out the total cost of your project and how it will be funded — equity, finance, and other contributions. Helps you and your lender see the full picture.
Commitment Schedule
List your existing financial commitments — loans, leases, rent, and other obligations. Helps us understand your current position when assessing your application.
These templates are provided as a starting point. Your CFI Finance Specialist can help you tailor them to your situation.
Need help with your business plan?
Talk to a CFI Finance Specialist — we can help you put together what you need.