I do a lot of spreadsheet work for clients. This can include database work, financial models, ad hoc financial calculators, and all sorts of interesting logical frameworks to help with business decisions / planning. With this template bundle below, you gain access to models that will never be available publicly.
Pay once, access forever. After purchase, the zip file will be immediately available to download. If you ever want a refresh on the latest additions, just email me (jason@smarthelping.com) and I'll resend the download link at no extra charge.
Features
- I've now included the entire SmartHelping Plus library in The Super Smart Bundle.
- You never know what new and useful spreadsheets will come through next!
- Includes files I build from scratch for clients.
- Includes customizations to SmartHelping spreadsheets that I never go public with.
- I continuously add to the data file in real time.
- All files are sanitized for privacy.
- Get deeper insights on how different clients use my spreadsheets.
- You will only see files in here that I am the Author / Owner of.
- I label the files according to the update that was done to them.
- Full spreadsheet update log.
- Land Acquisition / Banking - This is a build-from-scratch template for flipping land and it comes with two two different joint venture waterfall options (one based on equity multiple since these are usually shorter flips and the other is a simple preferred return). There are inputs for improvements, taxes (per a defined hold period), insurance, and GP acquisition fee.
- Condo Development - Added an option to override all construction costs / development costs and simply enter total square feet and the cost per square foot.
- B2B / B2C Enterprise SaaS - Added 4 customer configuration tiers (for a total of 7) and this version also has the sales cycle option to delay when revenue starts compared to customer sign-up and delay the customer service reps start month relative to customer initial sign-up. Also includes one-time revenue inputs upon sign-up. On this version, the renewal multiple for contract value (how much retained customers increase their contract by on each renewal over their expected life) and the retention patterns are also manually editable to account for varying types of retention curves for all 7 customer configurations.
- Equipment Rental Model - Added the ability for one-time purchase and sale of vehicles / parts where the user can define the monthly purchase amount, units purchased, units sold, and sale price. Added 50 expense slots.
- SaaS (bottom-up vs top-down) 5-year Model - One version lets the user define key assumptions based on manually configured SG&A costs while the other lets the user enter those costs as a % of revenue. Annual pro forma comparison, valuation sensitivity table. 60 full months, fiscal years can be layered in on top. Also, there is a cohort for existing customers vs. new customers and a separate retention schedule for each. For the new customer forecast, there are 4 retention schedules that can be toggle (two linear and two exponential) for the expected life of a given monthly cohort of newly added customers.
- Simple Top-down Forecast - monthly/annual views with charts. Enter monthly revenue and define a % for COGS and OPEX in order to see potential profit. 6 visualizations. 36-month forecast.
- Build to Sell Condo (two fund views, debt and equity investor scenario, cost schedule payment terms (x% paid in month 1/2/3 from when units start), assigned cost of goods sold per unit type that includes land costs and unit construction costs, separate land purchase schedule, manual GP contribution / distribution, simple construction loan, 3 floor plans)
- Build to Sell Condo (2 floor plans, option to rent some units and then sell, manual GP contribution/distribution)
- Enterprise SaaS (manual customer acquisition, dynamic development schedule)
- Made to Order Manufacturing (added 4 loan schedules)
- Build to Rent Condo Model (extended from 10 to 13 years and hard coded sale price per unit at exit)
- Mining Model (added preferred equity waterfall to it)
- Simple Pref with GP Profit Catchup
- Simple Pref with GP Distribution Catchup
- General Home Service Biz with Dynamic Debt for Vehicle Scaling
- Advanced Laundromat
- Advanced Condo Development
- Cost Segregation (custom automation for depreciation schedules and summaries)
- Cost Segregation (simply categorizing property into 3 types with dropdown)
- Enterprise SaaS with Sales Cycles
- Scaling Multiple Locations of Courts Over Time (rental model)
- Account Executive Driven Model (added 4 more quarters for performance pattern modeling)
- Travel / Booking Company
The reason I don't just post all these financial models for sale on my own site is because it takes too much time for in-depth video overviews, setting up the payment links, and doing long-form specs of the spreadsheets. However, there is still a ton of value in all the work I do and others can learn and can value from what is contained in these files.
File Sanitation
In order to ensure the privacy of clients I am doing this work with, all the files you gain access to will have any identifying information and data removed. What you are paying for is the core logic and input / output structure.
What Type of Client Work is Added?
I don't put 100% of the files on here that I work with clients on. It will contain things I build from scratch for clients (from a blank workbook) and customizations I do for clients that are for existing SmartHelping spreadsheets. If you are a client and send me a spreadsheet to do a slight modification on, that won't be added to this. If you have an entire enterprise wide spreadsheet system that I do work on, that will also not be added here.
Want to download all the base financial model templates on the site (200+) as well? You can do so with The Super Smart Bundle.
