When you make a purchase, the model will be sent directly to your PayPal/purchasing e-mail. For bulk discount orders, after you purchase, just e-mail me the names of the templates you want and I will send them. Note, I have now added the ability for you to buy all templates/models in a given category.
Mid Level: ($45); Intermediate: ($75); Upper Tier: ($125); Ultra: ($175)
Joint Venture Distribution Waterfalls:
These excel templates can apply to real estate or oil and gas deals but also general startups/organizations that want to have more sophisticated cash distribution deals with investors. Just plug in available cash flow.
- Cumulative Distributions (intermediate)- Hurdles are based on total LP distributions.
- Preferred Equity with an Option for Preferred Return (mid level) - All equity paid out before any other distributions and includes options for pref. return on the pref. equity. Advanced logic follows if needed i.e. IRR hurdles / equity kicker.
- Preferred Equity - Simple (upper tier) - Includes two hurdles. Hurdle 1 is returning all equity and hurdle 2 is returning a defined return multiple on top of that. Cash is split before and after each dynamically based on those hurdles being meant. Does not include a preferred return.
- Preferred Return (mid level) - Return rate gets paid to pref. first and then defined profit share follows.
- Joint Venture Model - IRR Hurdles / Waterfall (mid level)
- Self Storage: Multi-Fund (mid level)
- Mixed-Use Real Estate (mid level)
- General Cash Flow Waterfall: 3 IRR Hurdles (mid level)
- This bundle also includes the Multi-family acquisition joint venture template.
All the models I have ever done that deal with recurring revenue from software or otherwise.
- SaaS Rolling Revenue Forecast (mid level)
- Enterprise SaaS (Ultra)
- General Mobile App (intermediate)
- 5-year SaaS Financial Model with Valuation and CAC Payback (mid level)
- Ratio-Driven SaaS Model (upper tier)
- PaaS (product-as-a-service (Intermediate)
- Website/SaaS or Mobile App with Recurring Revenue Based Services (upper tier)
- Security Monitoring Service (upper tier)
- Marketplace (mid level)
- Freemium (mid level)
- LaaS - Lending as a Service (upper tier)
- SaaS Customer Lifetime Value and CaC Payback (mid level)
- Sales Team Hiring Plan + R&D / Customer Service (mid level)
- Franchisor Licensing (mid level)
- Flat/Fixed Fee Lending (mid level)
- Vending Machines (mid level)
- Bike Shop (mid level)
- Self Storage: Multi-Fund (mid level)
- General Rental Business - Tangible Goods (mid level)
- Lending Business or P2P Lending Participant (intermediate)
- Driving Range (mid level)
- Ad Network (mid level)
- eCommerce (mid level)
- Retail Scaling - Up to 25 Locations (mid level)
- Manufacturing Plant (intermediate)
- 3D Printing - Retail (mid level)
- Professional Services / Agency (intermediate)
- Franchise Scaling (mid level)
- Zoo / Aquarium / Park (mid level)
- ATM (mid level)
- Golf Course (upper tier)
- Pawn Shop / Broker (intermediate)
- Recycling Business (mid level)
- Hair Salon / Barbershop (intermediate)
- Gym / Fitness Center (intermediate)
- Used Car Dealership (mid level)
- Automated Kiosk (mid level)
- Jewelry / Retail Startup (upper tier)
- Auto Repair and Tire Center(s) (upper tier)
- P2P Investing (mid level)
- Cleaning / Janitorial Services (mid level)
- Religious Organization (mid level)
- Equipment Rental (mid level)
- Car Wash (mid level)
- Dry Cleaning (mid level)
- PPC Internet Marketing (mid level)
- Food Truck (mid level)
- Mobile Home Park / Community (Ultra)
- Apple Orchard Feasibility (mid level)
- Open-Pit Mining Operation (mid level)
Accounting Tools:
- Accounting Ratios (mid level)
- Payroll Calculator and Tracker - Budget vs. Actual (mid level)
- Cash Conversion Cycle (mid level)
- Inventory Within a 3-Statement Financial Model (mid level)
- Lending Business or P2P Lending Participant (intermediate)
- 3-Statement Financial Model - For Startups (mid level)
- Accounts Receivable and Payable (mid level) (google sheet and excel)
- Budget Vs. Actual Variance Analysis with Cash Flow (monthly) (mid level) - (google sheet and excel)
- Inventory Management- Single Location (mid level)
- Inventory Tracking: Multiple Locations (mid level)
- Inventory Template Simplified (mid level)
- Inventory Re-Stocking Cash Flow Management (mid level)
- COGS Inventory Template - (FIFO Based) (upper tier)
- Inventory Re-Ordering (mid level) - (google sheet and excel)
- Profit / Loss and Cash Flow Tracking in Real Time (mid level) - (google sheet)
- Depreciation Expense Tool (mid level)
General-use real estate models. The main focus here is general, multi-family, and mixed-use.
- Mixed-Use Real Estate (mid level)
- Real Estate Development (mid level)
- Multi-family Real Estate Acquisition (mid level) - (Includes advanced waterfall w/IRR hurdles)
- 2-30 Year Joint Venture Real Estate Financial Model (w/IRR Hurdles and DCF Analysis) (mid level)
- Includes the Preferred Equity and Preferred Return mid level templates.
- Includes joint venture monthly waterfall models.
- Self Storage: Multi-Fund (mid level)
- General Cash Flow Waterfall: 3 IRR Hurdles (mid level)
Get better at tracking important data for your organization. Also, get better at organization, planning, and improve admin efficiency with all of these Excel and Google Sheet tools.
- Employee Tracker for HR (mid level)
- Car Salesperson Performance Tracker: Excel and Google Sheet versions included (mid level)
- Sales Person Commissions: Incentivization Structures (mid level)
- HR Tool - Hiring/Firing (mid level)
- Employee Scheduling (mid level)
- Gantt Schedule with Revenue Pipeline or Man Hour Allocation (mid level and upper tier options)
- Job Costing (mid level)
- To-Do List Tracker (mid level) - (google sheet)
- Database tracking and reporting with filters / scripts (mid level) - (google sheet)
- Advanced Database Reports: multiple criteria (mid level) - (google sheet)
- Hourly Time Tracker by Client/Job - summary (mid level)
- Salesmen Performance Tracking (monthly/quarterly) (mid level)
- Billable Hours Performance Tracking (mid level)
- Risk Assessment (mid level)
Track where your customers are at in the funnel as well as other financial metrics for your cohorts.
- 6-Stage Sales Pipeline Tracker (mid level) - (google sheet)
- Contract Billings Rolling Annual Revenue Tracker with a Goal (mid level) - (google sheet)
- Sales Pipeline with Probability of Renewal (mid level) - (google sheet)
- Sales Pipeline Template: with funnel and gauge visuals (mid level)
- Sales Pipeline / CRM for Excel (mid level)
- Pipeline / Work in Process Tracking (free)
These are general metrics dashboards to help see various performance areas of your organization more clearly and in context.
General Business Models and Tools: - KPI Dashboard with A Scoring System (mid level)
- KPI Dashboard (mid level)
- Return on Investment for Marketing Spend in Recurring Revenue Businesses (mid level)
- Account Executive Driven 5-Year Template (mid level)
- Retirement Planning (mid level)
- Customer Repurchase Driven Financial Model (upper tier)
- Quantity Demanded Vs. Actual (mid level)
- Break-Even Analysis (mid level)
- Salesmen Commission / Bonus Tracker (mid level)
- Insurance Pricer (Calculate Charge to Customer) (mid level)
- Cost per Unit - Manufacturing (mid level)
HR (Human Resources):
- Training Tracker (mid level)
- Payroll Calculator and Tracker - Budget vs. Actual (mid level)
- Employee Tracker for HR (mid level)
- HR Tool - Hiring/Firing (mid level)
- Employee Scheduling (mid level)
- KPI Dashboard with A Scoring System (mid level)
- Gantt Schedule with Revenue Pipeline or Man Hour Allocation (mid level and upper tier options)
- Sales Team Hiring Plan + R&D / Customer Service (mid level)
- Sales Person Commissions: Incentivization Structures (mid level)
- Billable Hours Performance Tracking (mid level)
- KPI Dashboard with A Scoring System (mid level)
- Salesmen Commission / Bonus Tracker (mid level)
Valuation:
- DCF Analysis with Sensitivity Tables and IRR (mid level)
- DCF Analysis (monthly) (mid level)
- Business Valuation Using EBITDA Multiple (mid level)
- Gordon Growth Model Valuation Technique (mid level)
- Mortgage Repayment with Extra Principal (mid level)
- Retirement Planning (mid level)
- New Home Savings Planner (mid level)
- Pay Off Loans or Invest (mid level)
- Multiple Loan Repayment Planner (mid level)
- IRR (internal rate of return) Project Comparison (mid level)
- Interest Rate Swap (mid level)
- Amortization Schedule (Loans + Bonds) and Interest Summary (mid level)
Financial Model Purchase/Download Tutorial
So what type of Quant work can I do in excel/google sheets?
- Any kind of financial forecast that is driven by assumptions
- Any kind of financial calculator
- Automating reports and creating analysis based on raw data sets
- Helping to structure correct columns for reporting and summarizing
- Data visualization
- Conditional formatting of things
- Making things more dynamic in general
My standard billing rate: $165/hour
Contact:
jason@smarthelping.com
jason@smarthelping.com
Here is the purchase page for credit hours if you want custom work done: https://www.smarthelping.com/p/contact_27.html
Please note, I don't hold a license to give investment advice but simply provide tools/analysis of data for the user to decide how to use themselves.
PAYMENT METHODS
- PayPal
- Credit Card (on the check out page, just click the second 'Check Out' button to pay without a PayPal account)
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- Ethereum: 0xE91B7Db8Ee871fBe48c8b0A0723022704F4879f8
