SmartHelping template bundles
More financial models. Better value.
Choose a focused collection for your industry or modeling need, or get the entire SmartHelping library in one download. Every bundle is a one-time purchase with fully editable spreadsheets and access to future additions within that bundle.
Start with what you need to model
These are the clearest starting points for the most common use cases.
Most popular starting points
The strongest choices for broad access and SmartHelping's core financial-modeling specialties.
Super Smart Bundle
Download the complete collection of editable financial models, calculators, trackers and Google Sheets tools—organized by category and expanded as new SmartHelping templates are released.
Best for: finance professionals, consultants and business owners who expect to use models across several categories.
Industry-Specific Financial Model Bundle
A practical collection of editable Excel models built around the operating drivers of industrial, service, manufacturing, retail, automotive, hospitality, financial and other businesses.
Best for: evaluating business ideas, forecasting SMBs and comparing the economics of different industries.
Real Estate Financial Model Bundle
A complete collection of editable Excel models for acquisitions, development, debt, refinancing, operations, exit analysis and GP/LP investor returns.
Best for: sponsors, investors, developers and analysts working across multiple property types.
SaaS and Recurring Revenue Model Bundle
A complete collection of editable Excel models for SaaS, subscriptions, memberships, marketplaces, usage-based businesses and other recurring or fee-based revenue models.
Best for: SaaS founders, subscription businesses, marketplaces and recurring-revenue operators.
Core professional collections
Broader bundles built around a business type or a recurring finance workflow.
Joint Venture Waterfall Bundle
A focused collection of editable Excel models for preferred returns, preferred equity, IRR and MOIC hurdles, GP catch-ups, promote splits, cumulative distributions, funds and deal-specific waterfalls.
Best for: sponsors, GPs, LPs and analysts structuring investor distributions.
Accountant Template Bundle
A working library of editable Excel templates for financial statements, cash planning, budgeting, accounts receivable and payable, costing, inventory, reporting, operational analysis and forecasting.
Best for: accountants, fractional CFOs, consultants and in-house finance teams.
Brick & Mortar Business Bundle
Operating forecasts for businesses with physical customer locations, including retail, automotive, hospitality and personal services.
Best for: stores, local services, hospitality, recreation and other location-based operators.
Service Business Bundle
Financial models for service operators, including recurring contracts, labor capacity, job volume, location scaling and service pricing.
Best for: agencies, contractors, field services and crew-based businesses.
Specialized industry bundles
Focused collections for a specific sector, transaction type or operating challenge.
Business Valuation Bundle
A focused collection of editable Excel models for DCF analysis, EBITDA and SDE multiples, LBO underwriting, discount rates, return targets, ownership, market sizing and valuation sensitivity.
Best for: buyers, owners, advisors and valuation professionals.
Lending and Credit Model Bundle
A practical collection of editable Excel models for loan origination, brokerage, portfolio cash flow, credit facilities, amortization, defaults, securitization, lending platforms and investor returns.
Best for: private lenders, debt funds and lending-platform operators.
Renewable Energy Bundle
Project and operating models for renewable energy generation, battery recycling, charging stations and solar installations.
Best for: developers, investors and energy-project analysts.
Construction Bundle
Construction operating forecasts, development analysis, job estimating, crew scheduling, project tracking and cash management tools.
Best for: contractors, builders and project-based operators.
Manufacturing Bundle
Manufacturing operating models and tools for production demand, capacity, product costing, equipment investment and sensitivity analysis.
Best for: manufacturers and product-based operators.
Automotive Industry Bundle
Operating forecasts for car washes, auto repair, used car dealerships and EV charging, plus a car salesperson CRM.
Best for: automotive business owners, buyers and advisors.
Hospitality Bundle
Financial models for accommodation, venues, travel, dining, leisure and guest-oriented businesses.
Best for: hotels, venues, travel and leisure businesses.
Industrial Bundle
Operating and project models for equipment rental, construction, energy, recycling, natural resources, space businesses and industrial property.
Best for: developers, operators and industrial-project analysts.
Retail Trade Bundle
Operating models for physical and online retail, store expansion, franchises, vending and related customer-facing businesses.
Best for: retailers, franchisees and multi-location operators.
Inventory Forecasting and Management Bundle
Inventory forecasting, purchasing, stock tracking and multi-location inventory management templates.
Best for: retailers, wholesalers and product businesses.
Operations and workflow bundles
Templates for managing teams, sales activity, dashboards and recurring internal workflows.
HR Management Templates Bundle
Employee data, payroll, scheduling, training, hiring and team performance tools.
Best for: HR managers and growing operating teams.
KPI Dashboards and Sales Pipeline Trackers Bundle
Dashboards and trackers for customer pipelines, sales performance, payroll, loan portfolios and business KPIs.
Best for: sales leaders, operators and reporting teams.
Google Sheets Tools Bundle
Shared Google Sheets tools for databases, reporting, inventory, HR, scheduling, job costing, commissions and sales pipelines.
Best for: teams that collaborate primarily in Google Workspace.
Excel Tracking Templates Bundle
Tracking tools for finance, inventory, payroll, projects, sales, employee training and operational performance.
Best for: operators who need practical internal-management tools.
Bundles by modeling feature
Choose these when a particular analytical capability matters more than the industry.
Capacity-Based Financial Models Bundle
Financial models with capacity and utilization inputs for operating businesses and infrastructure projects.
Best for: operational forecasting and scaling analysis.
Sensitivity Analysis Financial Models Bundle
Financial models and calculators that include sensitivity tables for financial, operating and valuation assumptions.
Best for: pricing, valuation and investment-risk analysis.
Scenario Planning Financial Models Bundle
Financial models with built-in lower, base and upper scenario controls, with available drivers varying by template.
Best for: planning ranges, stress tests and investor presentations.
Additional bundles
Explore more focused collections from SmartHelping.
No bundles are currently listed. You can browse individual templates or ask for a recommendation below.
Counts reflect unique models included in each bundle. A model with multiple versions is counted once; check each bundle page for the included versions. Prices are shown in USD.
Still deciding between bundles?
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