M&A Databook Template
Investor-ready databook skeleton with PL, BS, cash flow, and reconciled schedules (ARR, churn, NWC). Clean structure for quick customization.
File: Excel (.xlsx) — unlocked after formTemplates
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Financial Model Starter
Pre-built 3-statement model with drivers, scenarios, and sensitivity tabs. A reliable base for founder and analyst workflows.
File: Excel (.xlsx) — unlocked after formInfrastructure & Transaction Advisory Template
A practical package to support feasibility, valuation, and transaction readiness: investor-ready financial schedules, PPP readiness checklist, risk allocation table, and milestone tracker.
File: ZIP (.xlsx + .docx + .pptx) — unlocked after form