Financial Models

All of these financial models have different revenue drivers and dynamics based on the specific business that the forecast is for. Because of that, it is highly time-consuming to build for each industry.

Buy in Bulk

Buy by Category

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: 93 ($45);  Intermediate: 8 ($75); Upper Tier: 11 ($125); Ultra: 2 ($175)


 Joint Venture Distribution Waterfalls ($199):
These excel templates can apply to real estate deals but also general startups/organizations that want to have more sophisticated cash distribution deals with investors. Just plug in available cash flow.
  • 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)
  • This bundle also includes the Multi-family acquisition joint venture template.
SaaS and 'as-a-service' or Recurring Revenue Structures ($289):
Accounting Tools ($225):
Real Estate ($135):
Helpful Organization and Tracking Tools in Excel and Google Sheets ($225):
Sales Pipeline / CRM ($75):
KPI (Key Performance Indicator) Dashboards ($65):
Industry-Specific Financial Models ($625):
General Business Models and Tools ($185): 
Valuation ($65):
Data Analysis:
Financial - Other:
Excel Tools:
Free Tool: Cash Survival Outlook: https://docs.google.com/spreadsheets/d/16UE-TfZvZukbTGP6Nyaao1Dfd4BaIY0OLUHW0a87edw/edit#gid=0 hit File > Make a Copy after landing on that sheet to get your own editable version.
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
View My Work History/Portfolio from Upwork

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.
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