SmartHelping Plus · Custom spreadsheet collection
A head start on specialized financial modeling.
Explore custom-built financial models and specialized versions of SmartHelping templates developed through real client work. Use the collection to study different approaches and adapt useful logic to your next project.
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Browse by use case
What’s inside the collection?
33 listed models and customizations across five groups. Some entries include multiple versions. Open a group to see the specific builds and changes.
Real estate & property 11 entries · Acquisitions, development, rental portfolios and depreciation
- Short-term rental portfolio Appreciation-driven exit values, monthly investment and distribution schedules linked to the JV waterfall, cumulative cash balances, portfolio asset values, and equity multiples and annualized ROI by tranche.
- Data center with land deal options A land schedule compares leasing with a purchase option against exchanging equity for the land. Includes assumptions for land appreciation and the potential spread between the buyout price and exit value.
- Single-tenant industrial / NNN acquisition More centralized assumptions, a preferred-return catch-up option and an individual LP investment view, with a streamlined set of relevant tabs for acquisition analysis.
- Land acquisition / banking A land-flipping model with equity-multiple and preferred-return waterfall options, plus improvements, holding-period taxes, insurance and a GP acquisition fee.
- Condo development — cost override An option to replace the detailed development-cost assumptions with total square footage and cost per square foot.
- Build-to-sell condos — three floor plans Debt and equity investor views, staged cost payments, separate land purchases, land and construction costs by unit type, manual GP contributions and distributions, and a construction loan.
- Build-to-sell condos — two floor plans A variation with the option to rent some units before selling, plus manual GP contributions and distributions.
- Build-to-rent condos — 13-year version An extended forecast horizon with a manually entered sale price per unit at exit.
- Advanced condo development An additional custom condo-development model from the initial collection.
- Cost segregation — depreciation automation Custom automation for depreciation schedules and summaries.
- Cost segregation — three-category version A simpler approach using dropdowns to classify property into three categories.
SaaS & subscriptions 6 entries · Customer tiers, retention, sales cycles and revenue streams
- Combined B2C / D2C and B2B SaaS A free customer pool and four consumer paid tiers, plus four B2B revenue streams with up to four tiers each. Includes contract and retention assumptions, one-time sales, churn reporting, monthly and annual five-year views, DCF, IRR and working capital.
- B2B / B2C SaaS with upgrades and add-ons Tier-to-tier upgrades, free-to-paid conversion and three add-on purchase levels. Includes separate employee-cost inputs for payroll taxes, benefits and other direct expenses.
- Enterprise SaaS — seven customer configurations Sales-cycle and customer-service staffing delays, sign-up revenue, editable renewal-value assumptions and configurable retention patterns across seven customer types.
- Bottom-up versus top-down SaaS Two five-year versions using either manually configured SG&A or expenses as a percentage of revenue. Includes existing and new customer cohorts, retention schedules, annual comparisons and valuation sensitivity.
- Enterprise SaaS — manual acquisition Manual customer-acquisition assumptions with a dynamic development schedule.
- Enterprise SaaS — sales cycles A sales-cycle variation included in the initial collection.
Funds & distribution waterfalls 4 entries · Acquisition funds, liquidity preferences and GP catch-ups
- Renewable energy acquisition fund Separate business-type tabs with up to 50 acquisitions per tab. Annual purchase, operating and exit assumptions feed a preferred-return fund waterfall with a GP catch-up option.
- IRR hurdle waterfall with liquidity preference Custom logic tests a liquidity preference before applying the remaining distribution splits. Includes four adjustable exit scenarios and distributions in the selected exit year.
- Simple preferred return — GP profit catch-up A preferred-return waterfall variation with a GP profit catch-up.
- Simple preferred return — GP distribution catch-up A separate preferred-return waterfall variation with a GP distribution catch-up.
Operating businesses 10 entries · Clinics, rentals, courses, manufacturing and services
- Educational courses — 10 course types Seven additional course types added to the base model, with corresponding visualization updates.
- Automated kiosk / vending Reworked deployment and growth assumptions, seasonality, monthly unit costs, operating expenses, executive summary and break-even layout.
- Anti-aging clinic More than 20 treatment methods, recurring visits, male and female customer cohorts, a cap table, a preferred-return waterfall option, doctor profit sharing by treatment EBITDA and an optional exit multiple.
- Equipment rental with vehicle / parts trading Monthly assumptions for one-time purchases and sales, units purchased and sold, and sale prices, plus 50 expense slots.
- Made-to-order manufacturing A customized version with four loan schedules added.
- Mining with preferred equity A mining model with a preferred-equity waterfall added.
- General home service business A customized model with dynamic debt for scaling the vehicle fleet.
- Advanced laundromat A custom laundromat model from the initial collection.
- Multi-location court rentals A rental model for scaling multiple court locations over time.
- Travel / booking company A travel and booking business model from the initial collection.
Forecasting & sales planning 2 entries · Top-down projections and account executive performance
- Simple top-down forecast A 36-month forecast using monthly revenue and COGS and operating expenses as percentages of revenue, with monthly and annual views and six visualizations.
- Account executive driven model A customized version with four additional quarters for modeling performance patterns.
Prefer the original timeline? View the historical spreadsheet update log.
Put the logic to work
Built for people who adapt models.
Find a closer starting point
Look for a variation that already addresses the customer structure, financing arrangement or operating detail you need.
Study practical solutions
See how specialized requirements become assumptions, schedules and financial outputs inside a workbook.
Use it in client work
Adapt purchased models for your own projects or permitted consulting deliverables under the template license.
A few details before you buy.
How is Plus different from the public templates?
Plus brings together specialized original builds and custom versions of existing SmartHelping models. These files were collected from client work rather than published as individual products with a full product page and detailed video walkthrough for each file. It is best suited to people comfortable reviewing and adapting spreadsheet logic.
Does this include all public SmartHelping models?
No. This purchase is for the Plus collection listed above. The Super Smart Bundle includes the public template library as well as Plus.
Will more models be added?
New additions to Plus have stopped. The existing templates remain available, and this purchase does not include a promise of future additions.
What happens to confidential client information?
Client-identifying information and data are removed. The collection contains original SmartHelping builds and SmartHelping template customizations whose underlying work is owned by SmartHelping. It does not include client-owned spreadsheet systems sent in for edits.
How do I download the files or get help?
The ZIP is available immediately after purchase. If you need your download link resent, contact SmartHelping with your order details. Download assistance and review of original-file problems are covered by the Terms of Service; new customizations are a separate service.
Add more approaches to your modeling toolkit.
Get the existing SmartHelping Plus collection for $249 USD with one payment and an immediate ZIP download.
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