Financial models and strategy frameworks

Client-ready analysis in minutes.

Chartcrate helps students, founders, analysts, and consultants build polished DCF models, scenario analyses, and strategy frameworks with shareable PDF, PNG, and Excel outputs.

Client-ready Polished outputs for decks, assignments, memos, and client handoffs.
Minutes, not templates Purpose-built models and frameworks without rebuilding the layout.
Shareable exports PDF, PNG, and Excel outputs for sending, saving, and presenting.

Built for

Different work, same polished output.

Students

Turn case assumptions into clean SWOT, DCF, NPV, and break-even exports that are ready to submit or present.

Founders

Build quick investor-facing scenarios for pricing, runway, valuation, and strategic positioning before the next meeting.

Analysts

Move from rough assumptions to structured valuation, sensitivity, and fundamentals outputs without spreadsheet formatting drag.

Consultants

Create crisp framework slides, market scans, and financial exhibits that can drop into client-ready deliverables.

Output previews

Examples of what you can export.

DCF exportPDF / PNG

Intrinsic value summary

Implied value / share$42.80
Enterprise value$2.4B
SWOT exportPDF / PNG

Strategy framework

StrengthsWeaknessesOpportunitiesThreats
Monte Carlo exportPDF / PNG

Scenario range

Median, downside, upside, and target probability in one shareable view.

Break-even exportPDF / PNG

Pricing model

Break-even units1,250
Revenue$62.5k

Tool library

Use the right model or framework for the deliverable in front of you.

DCF Valuation Model

Forecast free cash flow, calculate terminal value, bridge enterprise value to equity value, and export the model.

Finance

NPV & IRR Calculator

Discount cash flows, solve for IRR, estimate payback period, and visualize cumulative discounted cash flow.

Finance

Monte Carlo Simulator

Run scenario analysis with percentile bands, terminal value distribution, success probability, and shareable charts.

Planning

Company Financials Analyzer

Analyze SEC filing data for public US companies, review fundamentals, and export to Excel, PDF, or PNG.

Research

Break-Even Calculator

Model fixed costs, variable costs, pricing, target profit, and the sales volume needed to cover your base case.

Finance

PESTEL Analysis Generator

Map macro forces across political, economic, social, technological, environmental, and legal categories.

Strategy

Porter's Five Forces

Rate competitive rivalry, new entrants, substitutes, buyer power, and supplier power in a structured industry view.

Strategy

SWOT Analysis Generator

Capture strengths, weaknesses, opportunities, and threats in a clean 2x2 format for strategy reviews and coursework.

Strategy

For recurring work

Free for trying. Pro for polished deliverables.

Free gives you all tools, 2 saved projects, and Made with Chartcrate watermarked PDF/PNG exports. Pro is $7/month for unlimited saves, professional clean exports, Excel export, and better formatting for client-ready work.

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