Express screening for business investments and franchise opportunities. Calculate key financial indicators, compare multiple projects side-by-side, and quickly identify which ones are worth deeper due diligence — all without spreadsheets.
Investment analysis is the process of evaluating a potential investment to determine its profitability and risk. For business acquisitions and franchise purchases, this means calculating whether the expected returns justify the initial investment.
This tool helps you answer critical questions: Will this investment generate positive returns? How long until I recover my investment? What's my expected rate of return? How sensitive are the results to changes in revenue or margins?
When you're evaluating several opportunities at once — multiple franchise brands, different locations, or competing business offers — comparing them manually in spreadsheets is slow and error-prone. This tool lets you enter each opportunity separately and instantly see them ranked by overall financial attractiveness, so you can focus your time and energy on the most promising candidates.
The Instant Investment Analysis is an express screening model — it is designed to help you quickly filter out weak opportunities and shortlist those worth a deeper look, not to replace detailed financial modeling or professional advice. All outputs (NPV, IRR, payback, MOIC, break-even and related KPIs) are indicative and based entirely on your assumptions. Treat the figures as directional decision aids and validate them through thorough due diligence before making any investment decision.
Cut the time it takes to screen investment opportunities — from hours to minutes.
No spreadsheets, no file uploads. Enter your assumptions and get a full financial picture in seconds.
Analyze several investments at once and see them ranked side-by-side — so you focus your time on the best candidates.
See which parameters carry the most risk across all your projects and how changes in revenue or margin affect returns.
Know exactly what revenue you need to achieve for your investment to be worthwhile.
Save all your projects to a file and reload them later — no account required, your data never leaves your device.
Calculate the same indicators used by private equity firms and investment professionals.
Comprehensive metrics to evaluate your investment opportunity
Sum of discounted levered cash flows showing the total value created for the equity owner
The rate at which NPV equals zero — compared against your Cost of Equity to judge attractiveness
Time required to recover the initial investment from levered free cash flows
Time to recover the investment using discounted (time-adjusted) levered cash flows
Ratio of present value of future cash flows to initial investment — PI > 1 means value creation
Total positive cash returned divided by total investment — your money multiple
Minimum annual revenue required for the investment to break even (NPV = 0)
How far your projected revenue exceeds break-even: (Revenue − Break-even) / Revenue
How many years of EBITDA it takes to recover the total investment — a quick sizing metric
Get your investment analysis in 4 simple steps
Break down your CAPEX: franchise fee, buildout/equipment, other startup costs, and optional terminal value
Define annual revenue, operating margin, tax rate, loan terms, and your required Cost of Equity
Set calculation horizon and revenue ramp-up ratios by year to model gradual business growth
Receive key indicators, full yearly model, sensitivity heatmaps — and instantly compare all your projects ranked by overall attractiveness
Break down your CAPEX: franchise fee, buildout/equipment, other startup costs, and optional terminal value
Define annual revenue, operating margin, tax rate, loan terms, and your required Cost of Equity
Set calculation horizon and revenue ramp-up ratios by year to model gradual business growth
Receive key indicators, full yearly model, sensitivity heatmaps — and instantly compare all your projects ranked by overall attractiveness
Everything you need to screen and compare investment opportunities
NPV, IRR, Payback Period, Discounted Payback, PI, MOIC, Break-even Revenue, Margin of Safety, and Investment Multiplier — all calculated automatically
Add as many projects as you need and see them automatically ranked by overall attractiveness. Each project is scored across all 9 metrics — the lower the total score, the better the investment. Best and worst values per metric are highlighted at a glance.
Visualizes which input assumptions drive the most uncertainty in your returns. Ten key parameters are each varied by ±20% and their impact on NPV is ranked — the wider the bar, the higher the risk. Shown simultaneously for all projects so you can compare risk profiles.
Complete year-by-year breakdown: revenue, D&A, EBITDA, interest expense, EBT, taxes, principal repayment, levered FCF, and cumulative FCF — including terminal value in the exit year
Straight-line principal repayment with declining interest calculated on the opening balance each year — fully integrated into the FCF model
Three sensitivity matrices per project: Payback by investment vs. revenue, Investment Multiplier by margin vs. revenue, and Payback by margin vs. revenue
Configure different revenue ratios for each year to model gradual business growth from launch to full capacity
Save your entire analysis session to a file and reopen it at any time — on any device, without an account. All results are recalculated automatically on load.
Investment analysis helps answer critical business questions
Considering several franchise brands or locations? Enter each one as a separate project and the tool automatically ranks them by overall financial attractiveness — so you know which ones deserve a closer look.
Determine if a franchise investment makes financial sense based on projected revenues and operating margins
Evaluate whether the asking price for a business is justified by its expected cash flows
Analyze equipment purchases or facility investments to ensure positive returns
Model different scenarios for a new business to understand risk and potential returns
Enter your assumptions and get a ranked comparison of your opportunities in minutes — before committing time to deeper analysis.
Try It Now — It's FreeYour data stays in your browser and is never sent to our servers
This tool is for screening purposes only and does not constitute financial advice.
Net Present Value (NPV) is the sum of all future cash flows discounted to today's value, minus the initial investment. A positive NPV means the investment is expected to create value. It's the most fundamental metric in investment analysis.
Because this model uses Levered FCF (after interest and principal repayments), the correct discount rate is your Cost of Equity — the minimum annual return you require on your own capital. Debt is already accounted for inside the cash flows, so using WACC here would double-count the cost of debt. Typical values range from 10–20% for small business investments; use a higher rate for riskier opportunities.
Revenue ratios model the business ramp-up over time. For example, a new franchise might only achieve 50% of full revenue in year 1, 75% in year 2, and 100% from year 3 onwards.
Break-even revenue is the minimum annual revenue (at 100% capacity) needed for the investment to have an NPV of zero. Below this revenue, the investment destroys value.
Each project is independently ranked on all 9 financial metrics — rank 1 goes to the best result on that metric, rank 2 to the second best, and so on. The total score is the sum of all those ranks. The lower the total score, the better the investment looks overall. This approach (known as Borda count) treats every metric equally and gives you a single, easy-to-read ranking even when projects excel on different metrics.
The Tornado Chart shows which of your input assumptions have the biggest impact on the outcome. Each parameter — revenue, margin, investment size, loan terms, and others — is individually varied by ±20% while everything else stays fixed, and the resulting change in NPV is displayed as a horizontal bar. Parameters are sorted from highest to lowest impact, forming a tornado shape. A wide bar means that metric carries more risk: a small error in your estimate will significantly affect the result. When comparing multiple projects, each project gets its own colored bar, so you can see at a glance which opportunity is more sensitive to uncertainty.
Yes. Use the Save button to download all your projects to a file on your device. When you're ready to continue, use the Open button to load them back — the tool recalculates all results automatically. No account needed, and your data never leaves your device.
Yes. All calculations happen directly in your browser. Your data is never sent to our servers or stored anywhere. You can use the tool completely offline after the page loads.
