The Capital Control library

Good models start
with better inputs.

Financial models, valuation templates, and project folders you can make your own. Open an example, download the files, or bring a complete workflow to your AI.

Free to useEditable filesNo email required

Make it your own

Choose your starting point.

Each resource includes a guide to its contents, required inputs, and review limits.

6 resources

01Browser workspace + portable case file

Decision Workbench

Connect a decision, its evidence and financial schedules in one reviewable draft. Use the same case file yourself or with your AI.

  • Source map and unresolved evidence
  • Cash, debt and transition scenarios
  • Decision draft, schedules and action plan

Beta · Blank cases and clearly fictional examples

02XLSX + AI project kit

DCF valuation starter

Explore a five-year cash-flow forecast, connect model-implied enterprise value to equity value, and see sensitivity to the selected assumptions.

  • Editable five-year FCFF model
  • WACC and terminal-growth sensitivity
  • Sources, assumptions, and review checklist

Fictional example · Original Capital Control template

03XLSX + project folder

Operating forecast project kit

Turn operating assumptions into a five-year forecast, with a structured place to record sources, scenarios, and the reasons behind changes.

  • Revenue, margins, reinvestment and cash flow
  • Blank input and assumption tables
  • Instructions for working with your AI

Fictional example · Five-year operating forecast

04XLSX + PDF + project kit

Acquisition decision model

Follow a fictional business acquisition from price and financing assumptions to cash constraints, downside tests, and a complete Decision Packet.

  • Six financing and stress scenarios
  • Editable financial model
  • 12-page sample Decision Packet

Fictional example · Existing public sample

0513-page PDF

Investment research stack

A practical guide to finding sources, organizing evidence, and conducting a focused research project with your AI.

  • Source discovery and evidence organization
  • Copyable starter prompt
  • Reusable research brief

Educational guide · Existing public resource

06Google Sheets

Financial source map

Keep the evidence behind a model organized: what each record supports, where it lives, and what still needs to be collected.

  • View the public Google Sheet
  • Make a separate editable copy
  • A simple evidence tracker without formulas

Google account needed to save a copy

Templates are starting points. Examples use fictional or demonstration inputs. Replace those inputs with your own sourced data and review the calculations before using any result for a real decision.

Your files. Your assistant.

Take the whole workflow
with you.

A project kit gives your AI a clear task, a folder structure, and a standard for checking its work.

  1. Download and unzip.Save a separate copy for each company or decision. Begin with README.md.
  2. Add the evidence.Provide the relevant reports, filings, and assumptions. Share only files you have permission to use.
  3. Open it with your AI.Connect the folder or attach the needed files in an AI tool that supports them. Paste this prompt and fill in the brackets.
  4. Review the finished work.Check sources, calculations, scenarios, and unresolved issues before relying on the result.
A useful first prompt
Read README.md and the instructions in this project folder first.

Help me build a model for [company or decision] as of [date], in [currency and units]. Use only the evidence I provide or sources I authorize you to retrieve.

Start by listing the required inputs and missing evidence. Keep source facts, assumptions, and calculated results separate. Do not turn unknown inputs into zeros.

Build the model, show the calculation logic, test meaningful downside and upside cases, and reconcile the outputs. Save the model, sources, assumptions, checks, and a short explanation in this folder.

Keep the output educational. Do not make buy, sell, or hold recommendations. Label hypothetical forecasts and model-implied values, explain sensitivity to assumptions, and flag unresolved issues for human review.

Edit the bracketed details for your project.

From the original authors

Go deeper with the source.

Selected references from our working library. Open the publisher’s page for models, instructions, and current usage terms.

01

Valuation & corporate finance spreadsheets

Aswath Damodaran · NYU Stern

Explore DCF, dividend, excess-return, acquisition and capital-allocation models at the original publisher.

Visit source ↗
02

DCF model walkthrough

Mergers & Inquisitions

Follow a Walmart valuation example with an Excel model, source excerpts and a video lesson.

Visit source ↗
03

DCF valuation template

Corporate Finance Institute

A linked forecast and DCF template for exploring operating assumptions and valuation.

Visit source ↗
04

Three-statement model guide

Corporate Finance Institute

Learn how the income statement, balance sheet and cash flow connect before building a valuation.

Visit source ↗
05

Corporate finance model collection

Edward Bodmer

Work through corporate finance model examples with video explanations.

Visit source ↗
06

Business projection templates

ProjectionHub

Find industry-specific forecasting templates for existing businesses, services and acquisitions.

Visit source ↗

These resources are independently published. Attribution and links do not imply endorsement or a Capital Control review of every model. Their files and terms remain with their authors.

Put the model in context

Have a decision to work through?

For help connecting your records, assumptions, and next steps, start with a free assessment.