Every template includes Excel, Google Sheets, and an interactive dashboard. One-time purchase, lifetime access.
Underwriting, deal analysis, capital raise tracking, and portfolio management for real estate investors.
Waterfall distribution modeling for LP investors. Evaluate GP terms, preferred returns, and promote structures.
Buy-Rehab-Rent-Refinance-Repeat analysis with a 116-item rehab budget builder.
12 red flags, 15 expense categories, and a valuation matrix to verify broker-provided NOI.
Full underwriting model for multifamily acquisitions. Cash flow projections, sensitivity analysis, and returns.
50-investor pipeline with 6-stage tracking. Manage your capital raise from first contact to close.
Waterfall engine, compliance tracking, K-1 generation, and GP fee calculations for serious syndicators.
Multi-property portfolio dashboard. Track performance, equity, and cash flow across your entire portfolio.
Deadline tracking and tax deferral calculator for 1031 like-kind exchanges.
Valuation, acquisition due diligence, and sale readiness tools for small business owners and buyers.
3 valuation methods, 41 industry multiples, and SBA lending check. Complete valuation in one workbook.
8-dimension sellability assessment. Know exactly where to improve before listing your business.
80-item checklist plus SBA loan model. Structured due diligence for small business acquisitions.
Drug development financials, clinical trial budgeting, regulatory tracking, and transfer pricing for pharmaceutical teams.
3 variants: generic, rare disease, and oncology ADC. Full drug development financial modeling.
Phase I-III budget modeling. Plan costs across sites, patients, and milestones.
FDA milestone tracking. Map your regulatory pathway from IND to approval.
OECD documentation framework. Transfer pricing analysis and documentation for pharma companies.
Manufacturing cost analysis. Model outsourced vs. in-house production economics.
Revenue waterfall modeling. Trace gross revenue through rebates, discounts, and chargebacks to net.
Pipeline portfolio management. Track compounds, stages, budgets, and probability of success.
Agreement tracking. Manage licensing deals, royalty payments, milestones, and obligations.
Workforce planning. Model headcount, compensation, and hiring timelines by department and role.