Lender-ready projections, SBA toolkits, valuation models, and pro formas โ built by a finance professional, not a template factory. Download and start using immediately.
Every template is Excel-native, fully editable, and built to the standard lenders and investors expect. Instant download after purchase.
Five-tab workbook: revenue projections, use of funds, debt service coverage, and lender-ready formatting. Built for SBA 7(a) and 504 applications.
185-point self-scoring workbook across financials, credit, collateral, and documentation. Find every gap before the lender does.
Complete debt schedule with DSCR calculation, amortization tables, and payment tracking. A must-have for any SBA loan package.
Analyze up to four loan offers side-by-side plus a built-in MCA true cost calculator. See the real cost of capital before you commit.
Three-statement model (income, balance sheet, cash flow) with auto-balancing verification. Five tabs, investor-ready out of the box.
Unlevered FCF build with perpetuity growth and exit multiple terminal value methods. Includes WACC calculator and full sensitivity tables.
Not sure if you're ready to apply? This free checklist covers the 12 things every lender evaluates โ so you know exactly where you stand before the conversation starts.
No spam. Just the checklist and occasional finance insights.
A one-page diagnostic covering everything a lender looks at:
I'm Jairus โ I build these models because I've been on both sides of the table. I've built projection models for SBA lenders, run FP&A for operating companies, and advised business owners on their financing options.
Every template in this shop was built from real-world engagements, not hypotheticals. They're the same models I use with clients โ packaged so you can use them yourself.
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