Deal Modeling Spreadsheet Needed

08/29/2018 Redacted Redacted

searcher Texas A&M University - Corpus Christi Texas State University - McCoy College of Business

Does anyone have a model that would work well for Search Funds? Or at least point me to one available online?

I was planning on using the model from my commercial real estate days but it is not suitable. It's got some really elegant ways to play with GP/LP equity, preferred returns, etc and then spits out COC Return, IRR, etc. I'm hoping to find a model that would be similar but not have all of the real estate features (number of units, vacancy, etc.).

After looking online I couldn't find anything that fits our purposes; any help would be appreciated.

Thanks!

36 likes 278 views 16 comments

searcher - 08/30/2018

Dear Chris,
You are looking for a model template. I was also a few months ago and decided to teach myself modeling and accountancy instead; now I do all my models from scratch. At some point I may want to create a template but I prefer to understand perfectly each model's structure by having conceived it myself.
I recommend corporatefinanceinstitute.com

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searcher Brigham Young University - 08/30/2018

Luke, I have the same question. I haven't been able to find one yet so I'm hiring a fractional CFO to build one out. If you find something please share. :-)

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searcher Texas A&M University - Corpus Christi Texas State University - McCoy College of Business - 08/30/2018

Hey Alex and Darin, Thanks for your input. I took a course on commercial real estate modeling and paid for this beautiful spreadsheet that I have and use. It gives me a go or no-go decision and then spits out really impressive data that you can screenshot and put into emails/pdf's... and like I said you can play with the equity share/preferred return, etc really quickly. Something like this has to be available for our purposes as well.

What I've done since posting here on SearchFunder is I put a job on Upwork looking for an existing model from PE freelancers and I got a pretty good response. I'm still communication with everyone and haven't seen anything yet... but things looks promising.

Here is the spreadsheet that I bought. You guys should watch this... it is what we need for analyzing deals: https://bit.ly/2BXbxfP skip to 5:50 and you'll see what I mean...

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searcher Brigham Young University - 08/31/2018

Very cool! Thanks, Chris! :-)

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searcher University of Oxford - 09/04/2018

agreed - very useful indeed

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searcher ESADE - ESADE Business School University of Cape Town - Graduate School of Business - 09/02/2018

Hi @Chris, I have built many models during my time as a strategy consultant. While a template may help you in theory, I can assure you learning how to structure and build your own models will always be better as you can continuously customize and enhance them if required. In addition you will build a deeper understanding of the underlying drivers hence allowing you to visualize the mechanics even without the model. PM me if you are interested and I can guide you to a good starting point.

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searcher Denison University - 09/04/2018

I may have a template that you need - it is focused mainly on returns modeling and GP/LP distributions, but has very limited business drivers - i.e. only cash-flow and equity-value build-up. Detailed business projections can be easily built on top of the model. Please send me an e-mail to [redacted] and I will send it to you

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