Places Of Interest

Financial Model Template for Loan Brokerage (or deal advisor)

I've done a few financial models for loan brokerage clients, and I've decided to build a public-facing custom version that I think fits the most types of scenarios and strategies. This includes three main types of loans, and the fourth channel is deal volume for investment banking / capital advisory strategies. They are similar but have some differences in logic that are relevant.

Preferred Return - Investor Thresholds - 100% LP Capital Repaid First

I've done about a dozen joint venture waterfall frameworks and this most recent one is different enough from the rest that it deserves its own version. The way capital is repaid and the pref. works is unique to any other template I've done.

Advanced Warehouse Fulfillment Financial Model (Pallet & Cubic Foot Versions)

I've done more critical research in warehouse logistics than I thought I'd ever do in my life after building this financial model. We are talking about 3rd party logistics (3PL). The template does a great job at capturing seasonality, warehouse sizing economics, activity-driven revenues / expenses, and showing a financial projection based on bottom-up assumptions.

Financial Model Sensitivity Analysis: LCOE ($/MWh)

LCOE is a way to measure the total lifetime cost to produce energy by a power plant, denominated in MWh. It could be solar, wind, nuclear, or what have you. The calculation stands for levelized cost of energy and the idea is to calculate the present value of all costs against the present value of all future energy production. The goal is to find out how much it cost to produce a MWh of energy in today's dollars.