What is the best financial modeling template you used?

searcher profile

June 17, 2025

by a searcher in Boston, MA, USA

Hi, what's the best financial modeling template you used to assess deals? It would be great if you can share links!
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commentor profile
Reply by a searcher
from University of Minnesota in Minneapolis, MN, USA
Thanks ^redacted‌. I've been using ETA IQ (www.etaiq.com) to build the models and manage the deal flow via CRM. It's a pretty good model for both conventionaal and SBA. I believe the founder is active on Searchfunder as well.
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Reply by an investor
from Vanderbilt University in Riverside, Greenwich, CT, USA
my advice would be to build a template from scratch. Fine to look at others for ideas, but much better to build something so you really understand how it works and tie it to how you personally evaluate deals
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