Short-term Rental Real Estate Model

 If you were looking at getting into the STR business as a real estate investor (short-term rentals), then this financial model is MS Excel is a must have. The template is robust enough to handle large operations or just single operator investment planning. The model goes for a max period of 15 years and you can account for the purchase/renovation, operations, and exit of up to 20 properties or 20 tranches of properties all on the same timeline.

HR Tool: Expected Savings from Terminations

 It is not a pretty thing, but sometimes companies get into financial trouble and they can't support their own payroll anymore. Whatever the reason may be, this means people are going to have to be terminated (fired) and to plan that process out, a good financial calculator can help HR make more informed decisions.

10 Year Unit Based Real Estate Acquisition Financial Model (monthly and annual view)

 This is a great tool for smaller acquisition that need to be quantified by units. These units will have different inputs for annual rent per square foot, start month, and a secondary increase for new annual rent per square foot and the month that happens for each. The equity stack allows for enough flexibility for traditional debt and sponsor/investor preferred equity (hard or soft). If you are just a single operator that is fine, simply zero out the investor percentages.

SaaS Pricing Sensitivity Analysis and Simulator

 Any SaaS (software as a service) business or really any recurring revenue organization will benefit from this pricing tool. With the template, you can isolate various variables within customer configuration in order to see how that effects key performance metrics (LTV, CaC, IRR, LTV to CaC ratio, months to pay back CaC). i.e. adjust retention rate or hold all else equal and adjust contract value and contract terms. There are up to 10 configurations available.

Multi-Member Fund Portfolio Management Tool in Excel

 This is some of the most complicated logic I have ever done, but if you are trying to track the activity of a fund over time, that has up to 20 members, this tool should help you out. Investment management software is very expensive for a reason and this template was made to give a workaround for smaller funds that want to accurately track holdings activities and the profits generated.

Volume Discount Pricing Calculator: Excel Template and Sensitivity Analysis

 If you are a business that wants to figure out how to maximize discounts on volume in an optimal way, this Excel template will help give a lot of perspective and allow the user to test various sensitivities to see what is feasible based on cost of goods sold and operating expenses.

Real Estate Flipping Calculator: Renovation / Value-add Drivers

 If you are buying real estate buildings or properties, renovating them, and then re-selling for a higher price, this template will make the financial analysis of such activities easy. It is flexible enough to be used for a single property or a dynamic apartment building / multi-family property that has up to 10 unit types. 

Franchisor Licensing Operator: 10-Year Financial Model and 3-Statement Model Integrated

 This template is designed for a franchisor to plan out the on-boarding of franchisees over time. It goes for up to a period of 10 years and has robust revenue scaling and expense assumptions to fit as many scenarios as possible for this kind of endeavor. Additionally, a fully integrated 3-statement model is included.

Financial Visualizations for any Pitch Deck

 If you are putting together financial projections that need to go into a pitch deck, they need to look professional. This means consistent formatting, easily readable fonts, very clear number display, and consistent coloring that is not distracting. Your only goal is to allow potential investors to easily view what you think your financials will look like over time in a digestible presentation.

Mortgage Savings Calculator: Extra Payment Simulation

 This is an awesome tool that can be used by anybody that has a mortgage and wants to see how much they can save in interest by paying extra on the principal over time. You can setup any kind of extra repayment scheme that fits your personal budget and the model can handle it elegantly.