Pro Forma Excel Template Self Funded Search - Sponsor/LP

searcher profile

February 15, 2023

by a searcher from Pontificia Universidad Católica Madre y Maestra (PUCMM) in Orlando, FL, USA

Hello Everyone,

I'm looking for a proforma GP/LP where LP is investing the 10% equity gap, a seller note, and an SBA loan. I'm looking to calculate the equity metrics based on the LP investment, the preferred returns, the debt coverage ratio, and IRR.

I can appreciate anyone's help.

Thank you,
Vlad

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commentor profile
Reply by a searcher
from Western Illinois University in St. Louis, MO, USA
I'm working on something simple. Still needs some work but it might give you some ideas or make a copy and start your own. https://docs.google.com/spreadsheets/d/1uukKW_EkB-8mUDr81ZTdS6okrOs1-MCG/edit?usp=sharing&ouid=100875197417244069089&rtpof=true&sd=true
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Reply by a searcher
from California State Polytechnic University in Pomona, CA, USA
It is really worth reviewing the Live Oak Bank Cashflow Model as well at the Steve Ressler model presented in the 5 Tips for Self Funded Searches which you can find here on Searchfunder. Working through several models really helped me to better understand the various ways to building out the investor vehicle. Still lots to learn!
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