Excel Model Templates

searcher profile

February 22, 2023

by a searcher from University of Pennsylvania - The Wharton School in New York, NY, USA

Are there any recommended financial/operating excel model templates. (Perhaps varying levels of complexity/detail to start with). I was wondering if there is a repository or online published bank that many in the community use.

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Reply by a searcher
from California State Polytechnic University in Pomona, CA, USA
There are many floating around. Happy to share some if you DM me. I have bank-focused factoring DSCR, investment models for self-funded search, and more.

Can you clarify what you are looking at in regards to "operating"? If basic P&L, BS, CFS then I can provide a good resource for templates.
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Reply by an admin
from Stanford University in Honolulu, HI, USA
^redacted‌ and ^redacted‌ have done sessions with me on traditional and self-funded modeling. You can find them on the past events page on Searchfunder through the main menu ► next to your upper right profile pic. then click Events >> past events. Here are the direct links https://lu.ma/traditional and https://lu.ma/tutorial. While I must set a date to post the session, the playback is available immediately. You may request the latest model from Steve. Warmly, Karen
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