All the models I have ever done that deal with recurring revenue from software or otherwise. Included in the SaaS bundle are these templates:
General-use real estate models. The main focus here is general, mobile home park, multifamily units, and mixed-use. Included in the real estate bundle are these templates:
- Enterprise SaaS ($175)
- General Mobile App ($75)
- SaaS Pricing Simulator ($45)
- SaaS Rolling Revenue Forecast ($45)
- 5-year SaaS Financial Model with Valuation and CAC Payback ($45)
- Ratio-Driven SaaS Model ($125)
- PaaS (product-as-a-service) ($75)
- Website/SaaS or Mobile App with Recurring Revenue Based Services ($125)
- Security Monitoring Service ($125)
- Marketplace ($45)
- Freemium ($45)
- LaaS - Lending as a Service ($75)
- SaaS Customer Lifetime Value and CaC Payback Tracker ($45)
Real Estate Calculators and Underwriting Models (bundle)
- Assisted Living Facility / Nursing Home ($75)
- Mobile Home Park (up to 40 park ramp) ($175)
- Unit-Based Real Estate Acquisition ($45)
- Real Estate Flipping Calculator ($45)
- Multifamily Real Estate Acquisition ($45)
- Rental Property ROI Calculator ($45)
- Self Storage: Multi-Fund ($45)
- STRs (Short-term Rentals) ($45)
- Mixed-Use Real Estate ($75)
- Real Estate Development ($75)
- Seller Financing ($45)
- Preferred Equity ($45)
- Preferred Return ($45)
- General Cash Flow Waterfall: 3 IRR Hurdles ($45)
Industry-Specific Financial Models (bundle)
$499.00 USD
The revenue and expense logic here is specific for each use case. Included in the industry-specific bundle are these templates:
- Plumbing Business ($45)
- Assisted Living Facility / Nursing Home ($75)
- Franchisor Licensing ($75)
- Equipment Rental ($75)
- Car Wash ($45)
- eCommerce ($45)
- Manufacturing Plant ($75)
- Apple Orchard Feasibility ($45)
- Open-Pit Mining Operation ($45)
- Franchise Scaling ($45)
- Flat/Fixed Fee Lending ($75)
- Vending Machines ($45)
- Bike Shop ($45)
- Self Storage: Multi-Fund ($45)
- General Rental Business - Tangible Goods ($75)
- Lending Business or P2P Lending Participant ($75)
- Driving Range ($45)
- Ad Network ($75)
- Retail Scaling - Up to 25 Locations ($75)
- 3D Printing - Retail ($75)
- Professional Services / Agency ($75)
- Zoo / Aquarium / Park ($75)
- ATM Machines ($45)
- Golf Course ($125)
- Pawn Shop / Broker ($75)
- Recycling Business ($75)
- Hair Salon / Barbershop ($75)
- Gym / Fitness Center ($75)
- Used Car Dealership ($45)
- Automated Kiosk ($75)
- Jewelry / Retail Startup ($125)
- Auto Repair and Tire Center(s) ($125)
- P2P Investing ($75)
- Cleaning / Janitorial Services ($45)
- Religious Organization ($75)
- Dry Cleaning ($45)
- PPC Internet Marketing ($45)
- Food Truck ($45)
- Mobile Home Park / Community ($175)
- Multi-member Fund Management ($75)
Joint Venture Distribution Waterfalls (bundle)
$199.00 USD
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. Included in the joint venture bundle are these templates:
- General Cash Flow Waterfall: 3 IRR Hurdles ($45)
- Cumulative Distributions ($75) - Hurdles are based on total LP distributions.
- Preferred Equity with an Option for Preferred Return ($45)- 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 ($125) - 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 ($45) - Return rate gets paid to pref. first and then defined profit share follows.
- Joint Venture Model - IRR Hurdles / Waterfall ($75)
- Self Storage: Multi-Fund ($45)
- Mixed-Use Real Estate ($75)
- This bundle also includes the Multi-family acquisition joint venture template.
Accounting and Finance Tools (bundle)
$225.00 USD
- Accounts Receivable and Payable (google sheet and excel) ($45)
- Inventory Re-Stocking Cash Flow Management ($45)
- Google Sheet Inventory Tracker ($45)
- Job Costing ($45)
- COGS Inventory Template - (FIFO Based) ($75)
- Inventory Tracking: Multiple Locations ($45)
- 3-Statement Financial Model - For Startups ($75)
- Budget Vs. Actual Variance Analysis with Cash Flow (monthly) - (google sheet and excel) ($45)
- Daily Inventory Tracker ($45)
- Volume Discount Pricing ($45)
- Accounting Ratios ($45)
- Payroll Calculator and Tracker - Budget vs. Actual ($45)
- Cash Conversion Cycle ($45)
- Inventory Within a 3-Statement Financial Model ($75)
- Lending Business or P2P Lending Participant ($75)
- Inventory Management- Single Location ($45)
- Inventory Template Simplified ($45)
- Inventory Re-Ordering - (google sheet and excel) ($45)
- Profit / Loss and Cash Flow Tracking in Real Time - (google sheet) ($45)
- Depreciation Expense Tool ($45)
- To-Do List Tracker ($45)
HR (Human Resources) Trackers/General Tools (bundle)
$149.00 USD
- Employee Time Sheets ($45)
- Employee Terminations Financial Impact Analysis ($45)
- Employee Training Tracker ($45)
- Payroll Calculator and Tracker - Budget vs. Actual ($45)
- Employee Tracker for HR ($45)
- HR Tool - Hiring/Firing ($45)
- Employee Scheduling ($45)
- KPI Dashboard with A Scoring System ($45)
- Gantt Schedule with Revenue Pipeline or Man Hour Allocation ($45)
- Sales Team Hiring Plan + R&D / Customer Service ($45)
- Sales Person Commissions: Incentivization Structures ($45)
- Billable Hours Performance Tracking ($75)
- KPI Dashboard with A Scoring System ($45)
- Salesmen Commission / Bonus Tracker (free with any other purchase)
- To-Do List Tracker ($45)
Personal Finance Tools (bundle)
- Mortgage Repayment with Extra Principal ($45)
- Retirement Planning ($75)
- New Home Savings Planner ($45)
- Pay Off Loans or Invest ($45)
- Multiple Loan Repayment Planner ($45)
- IRR (internal rate of return) Project Comparison ($45)
- Interest Rate Swap ($45)
Useful Google Sheets Architecture and Automated Trackers/Filtering Logic (bundle)
- Employee Tracker for HR ($45)
- Car Salesperson Performance Tracker: Excel and Google Sheet versions included ($75)
- Sales Person Commissions: Incentivization Structures ($75)
- Google Sheet Inventory Tracker ($45)
- HR Tool - Hiring/Firing ($45)
- Employee Scheduling ($45)
- Gantt Schedule with Revenue Pipeline or Man Hour Allocation ($45)
- Job Costing ($45)
- To-Do List Tracker - (google sheet) ($45)
- Database tracking and reporting with filters / scripts - (google sheet) ($45)
- Advanced Database Reports: multiple criteria - (google sheet) ($45)
- Hourly Time Tracker by Client/Job - summary ($45)
- Salesmen Performance Tracking (monthly/quarterly) free with any other purchase.
- Billable Hours Performance Tracking ($75)
- Risk Assessment ($75)
Sales Pipeline / CRM in Google Sheets and Excel (bundle)
- 6-Stage Sales Pipeline Tracker - (google sheet) ($45)
- Contract Billings Rolling Annual Revenue Tracker with a Goal - (google sheet) ($75)
- Car Salesperson Customer Pipeline Manager - (google sheet and Excel) ($75)
- Sales Pipeline with Probability of Renewal - (google sheet) ($75)
- Sales Pipeline Template: with funnel and gauge visuals ($45)
- Sales Pipeline / CRM for Excel ($45)
- Pipeline / Work in Process Tracking (free)
General Business Valuation (bundle)
Value your business with these methodologies. Including in the valuation bundle are these templates:
- DCF Analysis with Sensitivity Tables and IRR ($45)
- DCF Analysis (monthly) ($45)
- Business Valuation Using EBITDA Multiple ($45)
- Gordon Growth Model Valuation Technique ($45)
Free Tools (requires free Gmail account) and remember to hit File > Make a Copy once you open the link for your own editable version:
2. IRR Calculator: https://docs.google.com/spreadsheets/d/17iaiPm0T0do-JYoVGKXAV26w4WVoTRHeMAudy4H9MBw/edit#gid=0
So what type of Financial Modeling work can I do in Excel/Google Sheets?
- Any kind of financial forecast that is driven by assumptions
- Any kind of financial calculator
- Joint Venture Cash flow waterfalls / IRR hurdles / preferred equity
- 3-Statement Modeling
- 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
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/Debit Card
- Crypto (email me) - automation in the works