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.
Similar Products
Other customers were also interested in...
Small Business Playbook (Financial / Tracking Temp...
About the Template Bundle: https://youtu.be/FPj9x-Ahajs These templates were built with the ... Read more
Franchisor Licensing: Financial Model with Cap Tab...
Build up to a 10 year financial forecast with assumptions directly related to the startup and operat... Read more
Top 16 Google Sheet Templates
This is a bundle of all the most useful and efficient google sheet templates I have built over the y... Read more
Joint Venture and Fund Cash Flow Waterfall Templat...
Here are all the spreadsheets I've built that involve cash flow distributions between GP/LP. Include... Read more
Preferred Equity Cash Distribution Model – 2...
A 10-year joint venture model to plan out various scenarios for the way cash is shared between a GP ... Read more
Cumulative LP Distribution Joint Venture Waterfall...
A 6 Tier cash flow waterfall template. Plug in the distributable cash flow (+/-) and set the hurdle ... Read more
Inventory Valuation Using FIFO – Automatical...
Any accountant that needs to comply with IFRS will have to use the FIFO valuation method for calcula... Read more
Private Equity Fund Model (Investor Cashflows)
Private Equity Financial Model to analyze fund cashflows and returns available to Limited Partners (... Read more
Startup Company Financial Model – 5 Year Fin...
Highly-sophisticated and user-friendly financial model for Startup Companies providing a 5-Year adva... Read more
Due Diligence P&L – Exhaustive Revenue a...
Model for in depth understanding of high level profit and loss and revenue analysis. Big-4 like chec... Read more
Reviews
Dear Jason…Which of the O&G templates is most suitable for financial modelling on development of a natural gas processing plant with wet gas as feed stock and lean gas and condensates output? There are also multiple tax inputs to be considered. thank you.
40 of 67 people found this review helpful.
Help other customers find the most helpful reviews
Did you find this review helpful?
-
I actually just published a feedstock processing plant model (up to 5 facilities with up to 6 feedstock types) that you might find useful. There are also 3 ancillary income sections that can be used for renewable energy credits, government subsidies / incentives, and other service revenue. It should be live by tomorrow.
17 of 34 people found this review helpful.
Help other customers find the most helpful reviews
Did you find this review helpful?
Downloaded a simple version for sales calculator for one of my bonus calculations and it wasn’t exactly what I needed but Jason not only addressed the right one he sent it me one that was more inline what our company needed without a second thought so I could try it and meet my company’s deadline. That is not only very professional it is appreciated and helped solve my needs. I’m going to work with him on all of our companies needs for future, complex needs as our company is in a growth pattern.
595 of 1146 people found this review helpful.
Help other customers find the most helpful reviews
Did you find this review helpful?
-
Glad to help!
13 of 32 people found this review helpful.
Help other customers find the most helpful reviews
Did you find this review helpful?
You must log in to submit a review.