Excel Model Templates

searcher profile

February 22, 2023

by a searcher from University of Pennsylvania - The Wharton School in New York, NY, USA

Are there any recommended financial/operating excel model templates. (Perhaps varying levels of complexity/detail to start with). I was wondering if there is a repository or online published bank that many in the community use.

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commentor profile
Reply by an admin
from Stanford University in Honolulu, HI, USA
^redacted‌ and ^redacted‌ have done sessions with me on traditional and self-funded modeling. You can find them on the past events page on Searchfunder through the main menu ► next to your upper right profile pic. then click Events >> past events. Here are the direct links https://lu.ma/traditional and https://lu.ma/tutorial. While I must set a date to post the session, the playback is available immediately. You may request the latest model from Steve. Warmly, Karen
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Reply by a searcher
from University of Illinois at Urbana in Rockford, IL, USA
Live Oak Bank has a cash flow model that I found very useful when drafting my first LOI and analyzing a deal before running by Live Oak Bank. They also offer a workshop where they can answer questions on how to use the cash flow model. Not sure if this is what you are looking for, but it is an item you can get directly from Live Oak.
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