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Search results: agent

Total results: 85 has-more!

Insurance Agent Business Plan Example
If you are planning to become an insurance agent, the first thing you will need is a business plan. Use our Insurance Agent Business Plan
business planbusiness plan templatebusiness plan exampleinsurance companiesbusiness insurance
198Discuss
free
by Upmetrics.co
Future of Finance Lab #5-AI tools Perplexity, Gemini, Claude and Excel Agent supercharge your Financial Modelling (FREE)
EOY session on prompt engineering, model selection, and validation strategies using leading AI tools like Perplexity, Gemini, ChatGPT, Claude, and Excel Agent
financial modelingfinancial modellingaifuture of financial modellingai-powered accountant
235Discuss
free
by Lance Rubin
Insurance Managing General Agent (MGA) Financial Projection 3 Statement Model
User-friendly 3statement 5year rolling financial projection Excel model for existing/startup insurance MGA business
planbusinessprojectionstatementvaluation
1,7155
$89.00
by Projectify
Mastering AI Agent Creation - Comprehensive Guide to Create Your AI Agent with ChatGPT, Copilot and Gemini
Master AI agents with ChatGPT, Gemini & Copilot. Build smart, scalable tools with real-world projects and expert guidance
aiworkflowautomationbuildwithaipromptengineeringaiforprofessionalsmicrosoftcopilot
181Discuss
$10.00
by Alessandro Patruno
Online Travel Agent (OTA) Startup DCF Financial Model
This model provides users an integrated and fully customized OTA platform startup valuation template demonstrating how the business makes money, financing, cost
dcfsensitivity analysisscenariosfinancial modelthree financial statement
2721
$55.00
by JL Valuation & Modeling
Future of Finance Lab - Session #5 - AI tools Perplexity, Gemini, Claude and Excel Agent (PREMIUM CONTENT)
This package provides an in-depth walkthrough of the latest session, including fully developed Excel financial model (AI and human) and prompt engineering tips
financial modelingfinancial modellingfuture of financial modelingfuture of financial modellingai-powered accountant
145Discuss
$59.00
by Lance Rubin
Agentic‑AI Revenue & Cost Model: Token‑Driven P&L & Cap Table
Plan out all your agentic-AI SaaS business assumptions on a single tab with this user-friendly model. It was designed for speed and quick analysis.
irrfinancial modelfundraisingsaaschurn
282Discuss
$40.00
by Jason Varner
AI Startups Financial forecasting Model (Gen AI , Agentic AI)
AI Startup Financial Model | Investor-Ready 5-Year Forecasting Template for Generative AI, SaaS & Agentic Ventures
financial modelsaastokensrevenue forecastinggenerative ai
252Discuss
$250.00
by Excel Business Resource
Finance Lab Session 10-Power BI, Fabric planning and AI Agents for Finance
Why AI will create more Excel & Power BI usage (not less) & how MS Fabric's semantic model provides the ideal foundation for production ready finance agents.
financial modelingfinancial modellingaipowerbi
81Discuss
free
by Lance Rubin
Guidelines for Working with Hazardous Chemicals and Reagents (Hazardous Chemicals Safety, Reagent Handling Procedures)
This resource provides practical guidance to safeguard personnel, minimize chemical hazards, and ensure safe handling, storage, and disposal procedures.
ehsworkplace safetyoccupational safetyoshchemical hazards
New!Discuss
$3.50
by FM FormHub
Asset management Checklist for real estate business
Real Estate Template | Real Estate Agent | Real Estate Digital | Real Estate Checklist
excel templatebusiness managementreal estate templatebusiness managerbusiness planner
187Discuss
$4.00
by Aman Khan
Monthly properties sales dashboard for real estate business
Real Estate Templates | Digital Real Estate Agent Dashboard
excel dashboardsales dashboardreal estate businessbusiness trackerdashboard in excel
261Discuss
$10.00
by Aman Khan
Real estate properties management dashboard
Real Estate Templates | Real Estate Business Template | Real Estate Agent Dashboard
real estateexcelproperty managementexcel dashboardreal estate template
217Discuss
$5.00
by Aman Khan
Real estate buying process roadmap
Real Estate Buying Process Roadmap - Real Estate Templates - Real Estate Agent Planner - Real Estate Digital - Real Estate Seller - Real Estate Buying Guide
real estate investment processproperty buying stepshome buying checklistreal estate purchase planbuying a house guide
244Discuss
$4.00
by Aman Khan
Real estate deal sheet summary
Real Estate Templates | Realtor Templates | Digital Real Estate | Realtor Marketing | Real Estate Agents
customizableexcel templatereal estate templatereal estate agenthome buyer guide
316Discuss
$5.00
by Aman Khan
Real Estate Brokerage – 10 Year Financial Model
Financial Model providing a dynamic up to 10-year financial forecast for a startup or existing Real Estate Brokerage Firm.
real estatefinancial projectionsbuyerssellersreal estate broker
154Discuss
~~$129.00~~ $103.20
by Profit Vision
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Last downloaded

30 minutes ago
How to build an investor grade financial model for your SaaS startup
Making a financial model for your startup can seem intimidating — but it can actually be fun
financeinvestormodelingstartupearly-stage
2,3201
free
by Shubham Datta CPA CA
1 hour ago
TOWS Matrix Excel Template Free Download
The model has build to helps the user to form a SWOT analysis and TOWS matrix as a strategic roadmap for the business in excel template
swottows
3,476Discuss
free
by ECF Consultancy
1 hour ago
Investment Thesis - Powerpoint Template
Powerpoint template guiding the user to create an investment strategy presentation
investmentpresentationstructurepowerpointlayout
4,221Discuss
free
by Wall Street Oasis
2 hours ago
Risk (Likelihood-Consequence) Assessment Matrix Template
A project risk analysis matrix template in PowerPoint for project managers, business analysts to identify critical & major risks in need of protective measures.
due diligencerisk-managementrisk assessmentrisk matrixlikelihood
1,828Discuss
~~$7.00~~ $5.25
by Tim Demoures
4 hours ago
FMM - Financial Model Map
FMM is a excel add-in to generate a formulae map of the Financial Model which help in reviewing complex financial models
macrofinancial modelvbamodel reviewexcel add-in
1,349Discuss
$89.00
by Financial Modeler
4 hours ago
Sensitivity and Scenario Analysis Excel Template with VBA
This workbook and this manual are designed to help you build a sensitivity analysis into your models using VBA.
sensitivity analysisfinancial modelingscenario analysisvba
7,3893
free
by FinExMod
5 hours ago
New Market Entry - Consultants Step-by-Step Guide
A 158 page PDF Guide to explain the "New Market Entry" Strategy for Consultants.
strategyconsultingmbamanagement consultingmarket entry plan
832Discuss
free
by John Gregg
9 hours ago
Retail Sales Profit and Loss Statement Template
This P&L statement is designed for two products that are manufactured by the same company in a retail sales model.
p&lcustomermanufacturerexcelretail
7,785Discuss
free
by PATH
11 hours ago
Leveraged Buyout LBO Model Template
A full Leveraged Buyout LBO model template for a project to understand its different components and work with your own.
financevaluationleveraged buyoutdcfwacc
11,2623
free
by John P. Burns
11 hours ago
Comparable Transactions Model
This excel model allows you to comparable similar transactions, used for M&A valuations
excelexcel comparable transactionscomparable transactionsm&a valuations
454Discuss
free
by John P. Burns
11 hours ago
Comparable Companies (NON-FDS) Excel Model
A full Excel valuation model template comparing companies
mergersmarket valuewacccomparablesinvestment banking
2,595Discuss
free
by John P. Burns
11 hours ago
Transaction Services - Financial Due Diligence (FDD) – Scope, Process & Key Analyses
A structured 32-slide introduction to Financial Due Diligence (FDD) covering purpose, scope, typical analysis modules (earnings, cash flow, balance sheet), comm
working capitalnet debtfddfinancial due diligencequality of earnings
176Discuss
free
by Finance Model Hub
14 hours ago
Colgate Financial Model (Unsolved & Solved Versions)
A full financial model ready to be adapted to any other company + a blank template
income statementcash flowsfinancial modelbalance sheetdepreciation schedule
4,528Discuss
free
by Dheeraj Vaidya CFA FRM
14 hours ago
Financial Model Assumption Book
Financial model assumption and reference sheet template to be linked to the model
financial modelproject financeauditassumption bookdata book
5,902Discuss
free
by FinExMod
16 hours ago
Simple Agriculture & Livestock Excel Model - 3 Statements Model
A basic model of start-up in the agricultural sector for young contractors in West Africa.
financedcfbalance sheetfinancial statementsdiscount cash flow
2,0891
free
by Gnimdo Bali
18 hours ago
Free Cash Flow Valuation Excel Template
A Free Cash Flow Valuation Template to create a 5-year business plan
income statementbusiness planvaluationcash flowfinancing
1,879Discuss
free
by Andrew Grigolyunovich, CFA, CFM, FMVA
19 hours ago
50 Data Governance & Data Management Case Studies
Reference guide of 50 unique case studies related to Data Governance and Management.
analyticsbig datasecuritydigital transformationcybersecurity
247Discuss
free
by Flevy
19 hours ago
Data Governance Framework & Data Quality Toolkit (Excel Template)
Excel Data Governance Toolkit to inventory, document, and manage data assets, ready-to-use framework for structured governance.
data governancebusiness glossarydata catalogdata qualitydata stewardship
74Discuss
free
by Katherine Giraldo
20 hours ago
Financial Starter Pack
Easily create dynamic array financial models using 5g. 5g is a standard for converting Excel formulas into Excel functions anyone can use on any workbook.
financial modelingfinancial modellingamortizationdepreciationbeyond excel
2,6921
$49.99
by Craig Hatmaker
20 hours ago
Investment Banker Resume Template
This is Wall Street Oasis’ template for an Investment Banking resume for undergraduate students.
financeinvestment bankingcareercvcandidate
1,122Discuss
free
by Wall Street Oasis

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