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Model Family Documentation

Deep-dive documentation for all 9 model families encompassing 340+ financial models across 40 specialized groups.

9
Model Families
40
Model Groups
340+
Total Models
100%
Documented

Valuation

45 models

Comprehensive company and asset valuation models including DCF, comparables, and sum-of-parts

Overview

Valuation models determine the intrinsic worth of companies, assets, or securities using fundamental analysis techniques. These models form the backbone of investment banking, corporate finance, and equity research.

Primary Use Cases

  • M&A transaction analysis and bid pricing
  • Equity research and stock recommendations
  • Portfolio investment decisions
  • Fairness opinions for boards

Key Concepts

DCF AnalysisComparable CompaniesPrecedent TransactionsTerminal ValueWACC

Typical Users

Investment BankersEquity AnalystsCorporate DevelopmentPortfolio Managers
5 groups • 45 models
View all Valuation models

Corporate Finance

42 models

Financial statements, capital structure, working capital, and treasury management

Overview

Corporate finance models support the day-to-day financial operations of businesses, including financial statement analysis, capital structure optimization, and treasury management.

Primary Use Cases

  • Financial statement modeling and projections
  • Capital structure analysis and optimization
  • Working capital management
  • Treasury and cash management

Key Concepts

3-Statement ModelsCapital StructureWorking CapitalDebt CovenantsCash Flow

Typical Users

CFOsTreasury ManagersFinancial ControllersAccountants
5 groups • 42 models
View all Corp Fin models

FP&A

38 models

Budgeting, forecasting, variance analysis, and financial planning models

Overview

FP&A models support the planning, budgeting, and forecasting cycles that drive strategic and operational decision-making in organizations of all sizes.

Primary Use Cases

  • Annual budget development
  • Rolling forecast updates
  • Variance analysis and reporting
  • Revenue and expense planning

Key Concepts

Driver-Based PlanningVariance AnalysisRolling ForecastsKPIsZero-Based Budgeting

Typical Users

FP&A AnalystsBusiness PartnersBudget ManagersControllers
5 groups • 38 models
View all FP&A models

Venture Capital

32 models

Startup valuation, cap tables, fundraising, and portfolio management

Overview

Venture capital models address the unique economics of startup investing, including high-growth projections, dilution analysis, and portfolio return calculations.

Primary Use Cases

  • Startup valuation and term sheet analysis
  • Cap table management and dilution modeling
  • Fund return projections
  • Portfolio construction

Key Concepts

Pre/Post MoneyCap TablesLiquidation PreferencesOption PoolsJ-Curve

Typical Users

VC PartnersStartup FoundersAngel InvestorsStartup CFOs
4 groups • 32 models
View all VC models

Private Equity & M&A

48 models

LBO, merger models, deal structuring, and transaction analysis

Overview

PE & M&A models support leveraged transactions, merger analysis, and deal structuring for financial sponsors and strategic acquirers.

Primary Use Cases

  • LBO analysis and bid pricing
  • Merger synergy modeling
  • Deal structuring and financing
  • Add-on acquisition analysis

Key Concepts

LBO ReturnsSources & UsesDebt SchedulesSynergiesAccretion/Dilution

Typical Users

PE AssociatesM&A BankersCorporate DevelopmentDeal Attorneys
5 groups • 48 models
View all PE & M&A models

Risk & Sensitivity

28 models

Monte Carlo, scenario analysis, stress testing, and risk quantification

Overview

Risk and sensitivity models quantify uncertainty and help decision-makers understand the range of possible outcomes under different scenarios.

Primary Use Cases

  • Monte Carlo simulations
  • Scenario and stress testing
  • Sensitivity analysis
  • Risk quantification and VaR

Key Concepts

Monte CarloSensitivity TablesScenario AnalysisVaRStress Testing

Typical Users

Risk ManagersQuantitative AnalystsPortfolio ManagersAuditors
4 groups • 28 models
View all Risk models

Capital Markets

30 models

IPO, debt issuance, equity offerings, and capital raising models

Overview

Capital markets models support equity and debt issuance, IPO analysis, and other capital raising activities.

Primary Use Cases

  • IPO valuation and pricing
  • Debt issuance analysis
  • Follow-on offering modeling
  • Convertible securities analysis

Key Concepts

IPO PricingUnderwritingDebt CapacityConvertiblesSecondary Offerings

Typical Users

ECM/DCM BankersInvestor RelationsTreasurersCFOs
4 groups • 30 models
View all Cap Markets models

Decision & Governance

25 models

Investment committee, board reporting, and governance frameworks

Overview

Decision and governance models support board-level analysis, investment committee decisions, and corporate governance requirements.

Primary Use Cases

  • Investment committee presentations
  • Board reporting packages
  • Capital allocation frameworks
  • Strategic decision support

Key Concepts

Decision FrameworksROI AnalysisCapital AllocationGovernanceApproval Workflows

Typical Users

CFOsBoard MembersInvestment CommitteeStrategy Teams
4 groups • 25 models
View all Decisions models

Advanced & Meta

52 models

Industry-specific, real options, and meta-model frameworks

Overview

Advanced and meta models cover industry-specific applications, real options, and sophisticated frameworks that extend beyond standard financial modeling.

Primary Use Cases

  • Industry-specific models (SaaS, Real Estate, etc.)
  • Real options analysis
  • Model-of-models frameworks
  • Custom calculation engines

Key Concepts

Real OptionsIndustry MetricsModel FrameworksCustom CalculationsRegulatory Models

Typical Users

Industry SpecialistsQuantitative AnalystsModel DevelopersConsultants
4 groups • 52 models
View all Advanced models

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