This is the April 16, 2024 tranche of new custom spreadsheets that I have added to the SmartHelping Plus program. There are four new sheets here that range from manufacturing to enterprise SaaS and real estate development. You can see what real clients want built directly now.
Templates Added:
- Condo / New House Development Build and Sell
- Dynamic payment schedule for construction costs (applies to all unit types). This helps better project cash flow requirements over time.
- Logic to assign a cost of goods sold per unit type in order to account for profit share to equity investors.
- A debt investor fund view and equity investor fund view (separate fund views with the same underlying project assumptions).
- Line item schedule for individual investors, when they invest, amount, rate of return, and share of profits if equity investors.
- Simple construction loan amortization.
- Manually define GP contribution/distributions based on remaining cash after all other activity.
- Keep fund bank balance above 0!
- Base Condo Development Model
- Self Storage Build and Sell or Rent
- Simple construction cost schedule.
- Two unit types to sell.
- Option to rent some units.
- 5-year total forecasting period.
- Investor - simple interest return only.
- Everything left over flows to GP for required cash and available distributions.
- Keep fund bank balance above 0!
- I used the build to sell condo development base template for this one as well.
- Made to Order Manufacturing
- Added 4 debt schedules.
- Base Made to Order Manufacturing Template
- Enterprise SaaS
- Manually define customers added per month for each customer type.
- Dynamic Research and Development Costs with start/end month and duration input / total cost input.
- This model has already had a few unique customization iterations in the SmartHelping Plus program for dynamic sales cycle configuration.
- Base B2B Enterprise SaaS Model
Subscribe and download these custom templates and more with the SmartHelping Plus Program.
