Eight professional-grade financial tools. Built to the same standard used in investment banking, private equity, and corporate finance. Branded, formatted, and ready to use the moment you download.
This is the full library — nothing held back.
Buying the bundle gets you every tool at a significant discount over purchasing individually. If you were going to buy two or more anyway, this is the obvious decision.
WHAT'S INCLUDED:
01 — MONTHLY BUDGET TRACKER
Track every dollar across income, expenses, and savings goals. Live dashboard with KPI cards, budget vs. actual variance across 9 categories, and savings goal progress tracker. The foundation tool. Use it every month.
02 — DCF VALUATION MODEL
10-year discounted cash flow model with full WACC build, Gordon Growth terminal value, WACC × terminal growth rate sensitivity table (49 scenarios), and implied share price output. Value any business like a professional analyst.
03 — 12-MONTH CASH FLOW PROJECTION
Rolling 12-month cash flow forecast driven entirely by assumptions. Revenue growth engine, 6 expense categories, chained opening/closing balances, and a summary dashboard. Know your cash position six months before it happens.
04 — STARTUP VALUATION MODEL
Three independent valuation methods (VC Method, Comparable Company Analysis, target valuation) weighted into a single pre-money range with bear/base/bull scenarios. Built for founders who walk into funding conversations prepared.
05 — ACQUISITION ANALYSIS SHEET
Full M&A transaction model: deal structure, purchase price waterfall, 5-year historical and projected target financials, cost and revenue synergy build, IRR and MOIC returns analysis, and accretion/dilution output. Everything a serious deal evaluation requires.
06 — PERSONAL NET WORTH DASHBOARD
Complete asset and liability inventory — cash, investments, real estate, vehicles, mortgages, loans, credit cards — with a live net worth dashboard, debt-to-asset ratio, and 10-period history tracker.
07 — "CAN I QUIT MY JOB?" CALCULATOR
Monthly budget comparison between current income and post-quit reality, 24-month runway table, and a Decision Dashboard with 6 financial readiness metrics and a Go/No-Go checklist. The honest answer before you make an irreversible move.
08 — DEBT PAYOFF OPTIMIZER
Avalanche and Snowball methods calculated side by side for up to 7 debts. NPER-based payoff dates, total interest paid per method, interest saved by choosing Avalanche, and a Payoff Dashboard showing your exact debt-free date.
WHO THIS IS FOR:
Someone building something. A business, a portfolio, a path out of debt, a serious financial foundation — or all of the above. These tools cover the full range: personal finance at the base, business and investment analysis at the top, and everything in between.
If you only need one tool, buy the one you need.
If you are serious about having the complete toolkit — and not paying for it twice — this is it.
FILE DETAILS:
Format: 8 × Microsoft Excel (.xlsx) — compatible with Excel and Google Sheets
Instant download. No subscription. Yours forever.
Eight professional-grade financial tools. Built to the same standard used in investment banking, private equity, and corporate finance. Branded, formatted, and ready to use the moment you download.
This is the full library — nothing held back.
Buying the bundle gets you every tool at a significant discount over purchasing individually. If you were going to buy two or more anyway, this is the obvious decision.
WHAT'S INCLUDED:
01 — MONTHLY BUDGET TRACKER
Track every dollar across income, expenses, and savings goals. Live dashboard with KPI cards, budget vs. actual variance across 9 categories, and savings goal progress tracker. The foundation tool. Use it every month.
02 — DCF VALUATION MODEL
10-year discounted cash flow model with full WACC build, Gordon Growth terminal value, WACC × terminal growth rate sensitivity table (49 scenarios), and implied share price output. Value any business like a professional analyst.
03 — 12-MONTH CASH FLOW PROJECTION
Rolling 12-month cash flow forecast driven entirely by assumptions. Revenue growth engine, 6 expense categories, chained opening/closing balances, and a summary dashboard. Know your cash position six months before it happens.
04 — STARTUP VALUATION MODEL
Three independent valuation methods (VC Method, Comparable Company Analysis, target valuation) weighted into a single pre-money range with bear/base/bull scenarios. Built for founders who walk into funding conversations prepared.
05 — ACQUISITION ANALYSIS SHEET
Full M&A transaction model: deal structure, purchase price waterfall, 5-year historical and projected target financials, cost and revenue synergy build, IRR and MOIC returns analysis, and accretion/dilution output. Everything a serious deal evaluation requires.
06 — PERSONAL NET WORTH DASHBOARD
Complete asset and liability inventory — cash, investments, real estate, vehicles, mortgages, loans, credit cards — with a live net worth dashboard, debt-to-asset ratio, and 10-period history tracker.
07 — "CAN I QUIT MY JOB?" CALCULATOR
Monthly budget comparison between current income and post-quit reality, 24-month runway table, and a Decision Dashboard with 6 financial readiness metrics and a Go/No-Go checklist. The honest answer before you make an irreversible move.
08 — DEBT PAYOFF OPTIMIZER
Avalanche and Snowball methods calculated side by side for up to 7 debts. NPER-based payoff dates, total interest paid per method, interest saved by choosing Avalanche, and a Payoff Dashboard showing your exact debt-free date.
WHO THIS IS FOR:
Someone building something. A business, a portfolio, a path out of debt, a serious financial foundation — or all of the above. These tools cover the full range: personal finance at the base, business and investment analysis at the top, and everything in between.
If you only need one tool, buy the one you need.
If you are serious about having the complete toolkit — and not paying for it twice — this is it.
FILE DETAILS:
Format: 8 × Microsoft Excel (.xlsx) — compatible with Excel and Google Sheets
Instant download. No subscription. Yours forever.
