Financial model template

Financial model template for a rate card approach – 2018

To assist proponents in developing financial models for their social impact investment proposals using a rate card approach, the Office of Social Impact Investment has developed a financial model template (The Model) as an optional resource.

The purpose of The Model is to support proponents to assess the feasibility of their proposed social impact investment and in particular, thinking through financial risks and returns to various stakeholders.

Two versions are available with worked examples for a:

  1. Custodial setting
  2. Non-custodial setting

Download the two available financial model templates.

Note these Models are specific to the social impact investment opportunity tackling homelessness.

Financial model template – 2017

To assist proponents in developing financial models for their social impact investment proposals, the Office of Social Impact Investment (OSII) has developed a financial model template (The Model).

The purpose of The Model is to support proponents to assess the feasibility of their proposed social impact investment and in particular, thinking through financial risks and returns to various stakeholders.

The template contains two documents:

  1. Blank financial model template
  2. An example using the financial model template

Download the financial model template.

Use of The Model is optional. The Model is provided as a guide only and OSII remains open to submissions that propose alternative funding structures.