Does anyone have a modeling/underwriting tool that they can share?

searcher profile

August 16, 2019

by a searcher from Thunderbird School of Global Management in Phoenix, AZ, USA

I would like an underwriting spreadsheet that I can use to calculate debt service coverage ratio and returns on a deal. i.e. Enter the debt amount, interest rate, term, working capital, down payment, net profit, closing costs and the spreadsheet shows DSCR, ROI, etc. Can anyone share something like this?

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commentor profile
Reply by a lender
from University of North Carolina at Wilmington in Wilmington, NC, USA
Yes! Join us on Thursday to go over our modeling. On Wednesday we discuss all things SBA.

Self Funded Searcher Lender Office Hours Call, Every Wednesday morning 9 AM PST Register here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG Self Funded cashflow model & investment memo training, Every Thursday Morning 9 AM PST Register here: https://liveoakbank.zoom.us/meeting/register/tJEqd-6vqTsuHNDI4N1-qbR0eteS3b5nS2MP
commentor profile
Reply by an admin
from Stanford University in Honolulu, HI, USA
I'd try the resources at Live Oak Bank's Search Fund Lending Center. I believe they host sessions that cover the debt service memo. Tagging ^redacted‌ and ^redacted‌ who can tell you more. ~ Karen
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