The Cadence Kit

All templates

Business Case & Investment Appraisal

NPV, IRR and payback with a written case that gets approved

£42

Start with the free one

This one is not on sale yet. The free One-Page Report Builder is the same build quality, and the rest of the shop is on Etsy.

NPV, IRR and payback with a written case that gets approved.

Built by a practising business manager, for the people who inherit a role with no toolkit and rebuild the same spreadsheet from scratch at every company.

Who this is for

It is for finance business partners, FP&A managers and anyone who owns a number they did not set.

It is not for you if your finance systems already produce this and you trust the output. Nothing here will improve on that.

What you get

Why the worked example matters

Most templates ship empty, and an empty template is a shape without an argument. You can see where the numbers go and still not know what a good answer looks like.

Every file here ships twice. The worked example carries a complete fictional business — Meridian Services Group, ninety-five people, mid-market services — at one moment in time, and every figure in it reconciles. The same company runs through every product in the shop, so a number that leaves one file arrives in the next unchanged.

What it needs

Microsoft Excel and Word 2016 or later, on Windows or Mac, or Microsoft 365. No macros, no add-ins and no external links, which is what corporate security policies actually block.

Not compatible with Google Sheets. Structured references, named ranges, dropdown validation and conditional formatting do not survive the conversion. Said here rather than discovered after you have paid.

The guidance sits on its own tabs — Start here and How to use — and no formula in the workbook reads from either, so you can delete both before circulating the file and every number still works.

Licence

Single-user commercial licence. Use it in your own business, on client work, and inside the organisation you work for. Not for resale, redistribution, or inclusion in a product of your own.

Questions

Email hello@thecadencekit.com. Asking whether this will do what you need is a better use of that address than asking for a refund afterwards.

Not sure yet?

Take the free one first and see whether the way these are built suits you.

Double opt-in — you will get a confirmation email first. No more than one email a week, and every one of them has a link to leave at the bottom.