All Industries, Financial Model, General Excel Financial Models

10-year Financial Projections, 5-year Financial Projections, Accounting, Accounts Payable, Accounts Receivable, Amortization, Average Revenue per User (ARPU), Break-Even, Budget, Budgeting, Business Valuation, Calculator, Cap Table, Cash Flow Analysis, Cash Flow Projections, Cash-on-Cash Multiple, CFO, Churn, Cost Calculation, Crew Planning, Customer Acquisition Costs (CAC), Customer Lifetime Value, Customer Relationship Management (CRM), Dashboard, DCF Model, Debt Schedule, Debt Service Coverage, Discount Rate, Employee Performance, Excel, Financial Analysis, Financial Feasibility, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Financial Ratios, Financial Reporting, Financial Statements, Forecast, Forecasting, Franchise Model, Gantt, Google Sheet, Hedge Fund, Human Resources (HR), Income Statement, Interest Accrual, Inventory, Inventory Management, Investment Multiple, Investor Cash Flows, Investor Presentations, Investors, IRR (Internal Rate of Return), Know-How, Levered Yield, Management, Monthly Recurring Revenue (MRR), NPV (Net Present Value), Payback Period, Performance Tracking, Personal Finance, Private Equity, Private Equity Waterfall Distribution Models, Pro-Forma, Profitability Analysis, Real Estate Valuation, Return on Investment (ROI), Revenue Projections, Sales Funnel, Sales Pipeline, Sales Tracking, Scenario Analysis, Sensitivity Analysis, Sponsors, Staffing, Startup Financial Models, Subscribers, Template Bundle, Terminal Value, Three Statement Model | Three Financial Statements, Tracking, Valuation, Venture Capital

 

Last Updated – April 15th, 2024

Notable template additions: Wind Farm, Payroll KPI Dashboard, Biogas / Biomethane Producer

Note, with a one-time purchase, you get access to all the templates I ever build. I keep the file updated monthly and any time you want the latest version, just ask.

Well, you’ve seen all the financial models, tools, and spreadsheets I’ve built over the years. This bundle gives you access to everything. All the startup models use unique bottom-up assumptions tailored specifically to the given industry/business the forecast is for. Also, 95% include a three-statement model.

If your organization utilizes Excel or Google Sheets, these templates will add value to you. If you have never used Excel or G sheets, you can learn many things from this. You will find best-in-practice structuring, methodology, logic, and general approaches to financial modeling and tracking.

Here are the main categories included:

1. Real Estate – Contains models for multi-family unit acquisitions, short-term rentals, quick flips with value add, mobile home park acquisitions, self-storage, mixed-use, and general unit-based acquisitions.

2. SaaS – Best-in-practice retention modeling is utilized here with the enterprise SaaS model, mobile app model, and more. PaaS, rolling revenue forecasting, ratio driven, SaaS KPI trackers, and other recurring revenue structures. All the SaaS templates in this contain CaC, LTV, CaC payback, and LTV to CaC metric calculations / visuals.

3. Industry-Specific – Contains unique startup financial models for over 20 industries. 95% utilize financial statement outputs and cap tables. Everything is bottom-up and unique to the given industry.

4. Joint Venture Waterfalls – Templates include preferred equity, preferred return, IRR Hurdles, cumulative cash distributed, equity multiple hurdles, and an investment fund portfolio tracker with a preferred return.

5. Accounting Tools – Templates to help track accounts receivable and payable (includes aging reports), track inventory, forecast inventory needs, budgeting, FIFO cogs valuation, depreciation tracker, cash conversion cycle, and general financial statement analysis tracker.

6. HR Tools – A few Google Sheets are included in this category because of how good database querying is in that format. Gantt schedules / templates, track employee benefits, training item completion, create weekly employee schedules, employee time sheets (daily by month, monthly by year, and custom ranges), and general hiring / firing planning.

7. Lending Business – Flat fee type, general lending type (three loan configurations) with rolling credit facility and earning recycle logic, P2P lending platform model, seller financing amortization with tax calculations, and P2P investing model.

8. General Valuation – Helps you value a business based on EBITDA multiple / weightings and also has a few different DCF Analysis templates and sensitivity tables.

9. Sales Pipeline – These are CRM templates designed to help an organization track their customers as they move through various stages of onboarding. Lead tracking is a powerful thing if you can use good discipline and keep the data updated.

10. Inventory – A wide range of templates specifically geared towards inventory tracking and forecasting at one or multiple locations. Some things were built exclusively in Google Sheets, while others are in Excel.

All spreadsheets and files contain their own unique instructional video.

For the Google Sheet templates, you will have to have a free Gmail account to use them. Everything else is built in MS Excel.

These can be used for teaching, consulting, or what have you, as long as you are not directly re-selling them.

NOTE: The zip file was too big to upload on its own, so after purchase, you can download a word document containing the file link that will allow you to download the entire zip folder that contains all the templates. The zip file size is >150MB.