How to pencil a self-funded deal for investor IRR / MOIC

searcher profile

September 10, 2023

by a searcher from Colorado State University in Fairfield, CT, USA

I’m new to financial modeling and looking for a quick way to determine if a deal “pencils” in the pre-LOI stage without having to build out a large multi-tab model. Specifically for a self-funded search, I’m wanting to plug in values for preferred and common equity, debt, etc. and determine if it can hit required IRR and MOIC targets needed to garner external equity investment. Are there any simple models, formulas or resources to do this?

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commentor profile
Reply by an investor
from University of Pennsylvania in New York, NY, USA
We are actually bringing a product to market that does exactly this! One of our key goals is to make models a painless experience for searchers. We expect to be live in October.
https://maxiterations.com/ We're working with ^redacted‌, who many of you know on this community is one of the top-producing SBA lenders. If you'd like to get early access, please direct message me or "Keep In Touch" on our website.
commentor profile
Reply by a searcher
from University of Maryland in Tampa, FL, USA
This video is a great walkthrough https://www.youtube.com/live/3_6TB80QNTE?si=ymgvA0R3becRrhqy
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