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.
$249.00 USD
(SmartHelping Plus Bundle)
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.
Templates for November 2024:
- Educational Courses Model - Customization whereby I added 7 new course types for a total of 10 types. This update was extensive and required tedious work, but was well worth it in the end. Visualizations also updated accordingly.
- SaaS B2C / D2C and B2B Combo Model - Includes B2C/D2C assumptions with a free pool and 4 paid tiers. Includes 4 additional B2B revenue streams. Each stream has up to 4 tiers and contract configuration assumptions / retention. Displays annual churn by type and consolidated. Includes detailed monthly/annual 5-year view, DCF Analysis, IRR, and working capital management. High-level summary with primary line items. Also includes separate one-time sales assumptions.
Templates for October 2024:
- Modification to the single tenant industrial real estate model - I adjusted some of the layout assumptions on this base template so more of it is defined on the global control tab. Also, I adjusted the preferred return to include a catch-up option. Also added a single investor view to show the numbers for a smaller investment in the LP pool. This modified version was built to only show relevant tabs instead of all possible tabs and is for quick analysis of NNN acquisitions.
- Fund model (build from scratch) that is driven off acquisitions of different types of renewable energy businesses. There is a separate tab for each type of business. Each row within a tab represents a new acquisition (up to 50 per tab). These tabs have structured columns that let the user determine all high-level assumptions about purchase cost, operations, and exit. This is an annual-only model with a preferred return fund (with catch-up option for the GP) attached to the final cash flow production.
Templates Added in September 2024:
- Automated Kiosk / Vending - Added all new deployment assumptions, seasonality logic, cost per unit per month assumptions, other operating expense schedule updates, more straightforward growth projections, and updated executive summary / breakeven layout.
Templates Added in August 2024:
- IRR Hurdle Waterfall - Added a liquidity preference. This means an input such as '1.5x' and it means if the amount of compounded interest + initial investment multiple by 1.5 is less than a defined % of the exit cash flow, then the liquidity multiple takes effect and 100% of cash flow goes to that before splitting the rest with the GP. If the liquidity preference doesn't trigger per this logic, then the waterfall works per usual with the IRR hurdles. This is all automated. There are 4 exit scenarios with adjustable values to choose from and a defined year of exit. Cash flow only distributes on the exit year selected.
- Anti-Aging Clinic - Includes over 20 treatment methods, recurring visit logic, male vs female cohorts, and a cap table. Also has a preferred return waterfall option, doctor profit share option (per EBITDA earned per treatment type), and an optional exit multiple.
- B2B/B2C SaaS - Added the ability to upgrade a certain percentage of users from tier 1 to 2 and tier 2 to 3. Added a free pool configuration with all relevant levers as well as the ability of some defined percentage of that pool to move to paid customer tiers. Added 'add-on' revenue configuration with three purchase type amounts. User can define the percentage of total paid users that participate in add-on purchases and the percentage of those customers that purchase add-on amount type 1,2, and 3. Added a call-out for FTEs to have up to 3 other costs (payroll taxes, benefits, and other direct employee expenses per month). These costs are defined by line item.
Templates Added in June 2024:
- 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.
Templates Added in May 2024:
- 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.
Templates Added in April 2024:
- 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)
Initial Batch of Templates Included:
- 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.
