Founders, real estate investors, and agency owners each need a different financial model – but rarely just one. This bundle includes all three ModelForge models in a single purchase: a startup financial model with SaaS metrics and DCF valuation, a real estate investment underwriting model, and an agency financial system built around client profitability and team utilization.
Each model shares the same underlying design standard. Every workbook opens with a consolidated Assumptions worksheet, so the full multi-year projection recalculates automatically from a small set of editable inputs. Every workbook includes a dedicated Sensitivity worksheet, stress-testing the primary output – equity value, equity multiple, or projected EBITDA, depending on the model – across a five-by-five grid of the two assumptions that matter most. Every workbook includes an Executive Dashboard summarizing the full projection in a format suitable for a board update, lender submission, or investor deck appendix.
The Startup Financial Model builds Year 1 SaaS metrics bottom-up – MRR, ARR, CAC, LTV, burn, and runway – then projects five years forward, values the company with both a discounted cash flow method and an exit multiple, and includes a self-consistent cap table where price per share and dilution recalculate automatically from the pre-money valuation and investment amount.
The Real Estate Investment Model calculates NOI, Cap Rate, Cash-on-Cash Return, and DSCR following standard industry underwriting convention, produces an exact month-by-month mortgage amortization schedule using native Excel financial functions, and models a Year 5 exit with IRR and equity multiple.
The Agency Financial System separates a bottom-up, client-by-client profitability analysis from a top-down five-year projection, tracks team utilization against capacity with an automatic overcapacity alert, and compares the actual client roster's revenue against the macro revenue target.
This listing includes the Real Estate Investment Model as the primary document, with the Startup Financial Model, Agency Financial System, and Spanish-language versions of all three models provided as a secondary ZIP file. All formula cells across all three models are protected against accidental edits, while input cells remain fully editable and color-coded. All workbooks are compatible with Excel 2016 and later as well as Google Sheets, and contain no macros, external links, or embedded data of any kind.
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Source: Best Practices in Financial Modeling, Integrated Financial Model Excel: ModelForge Complete Suite: 3 Financial Models Bundle Excel (XLSX) Spreadsheet, g62881025e97
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