Free private equity templates from real deal workflows

Working files, not toy examples - the same patterns used in the guides. Free templates are delivered by email; more templates and Pro build-outs are on the way.

Free Artifacts

Free Templates

Real working files, delivered by email. Each pairs with a guide so you can see the mechanics before you open the workbook.

Free Artifact · Model 01 · XLSX · No Macros · 2 Tabs

Middle-Market Distribution LBO Model (Excel)

  • Dynamic debt schedule with revolver logic
  • Sensitivity tables and XIRR/MOIC outputs
  • Banker-standard input and formula formatting
  • Pairs with the LBO build guide
Free Artifact · Template 01 · PDF + DOCX

PE Résumé Template (Word + PDF)

  • Proven layout for Analyst/Associate roles
  • 75 bullet-writing tips included
  • Pairs with the résumé guide
Pro · In the Works

Pro Versions - In the Works

Coming Soon

LBO Template Pro

  • Full build-out of the free model: cases, PIK toggle, management rollover, dividend recap
  • Step-by-step build notes in every tab
Coming Soon

Distribution LBO Practice Set Pro

  • Timed model-test format with grading rubric
  • Full solution walkthrough and value bridge