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Search results: agent

Total results: 78 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
190Discuss
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
136Discuss
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
1,6565
$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
161Discuss
~~$10.00~~ $5.50
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
2491
$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
125Discuss
$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
248Discuss
$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
154Discuss
$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
48Discuss
free
by Lance Rubin
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
160Discuss
$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
230Discuss
$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
192Discuss
$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
184Discuss
$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
271Discuss
$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
127Discuss
~~$129.00~~ $103.20
by Profit Vision
Real Estate Agency Business Plan Example
Are you thinking of starting a real estate agency? We have prepared a real estate agency business plan that guides you on every stage of your business plan.
business planpropertyconstructioncommercialresidential
158Discuss
free
by Upmetrics.co
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Last downloaded

20 minutes ago
LBO Excel Model - with Capital Structure Analysis
Advanced financial model for Leveraged Buyout with analysis of the capital structure.
leveraged buyoutcapital structurefinancial modelbalance sheetlbo
2,117Discuss
$5.00
by Prof. Ed Bodmer
31 minutes ago
Payback Period Excel Model
The template is an effective measure of risk by highlighting the number of years to recover the initial investment
payback perioddiscounted payback period
1,520Discuss
free
by ECF Consultancy
1 hour ago
Excel for Financial Modeling - Functions & Formulas Practice Workbook
The Excel functions every financial modeler needs, in one interactive workbook.
financial modelingexcelexcel skillsexcel functions
23Discuss
free
by FinExMod
3 hours ago
Bus Bar Size and Voltage Drop Calculation Tool
This tool can be used for calculating the size and voltage drop for bus bar.
calculatorexcelspreadsheetengineeringbus bar
4,889Discuss
free
by Jignesh Parmar
3 hours ago
Cable Designing Program
For calculation of cable size and voltage drop.
calculatorcalculationelectrical engineeringvoltage dropcable size
1,915Discuss
free
by Jignesh Parmar
3 hours ago
Electrical Load and Energy Consumption Calculator
This tool allows you to calculate the energy consumption and electrical load of panel.
excelspreadsheetengineeringcalculationselectrical
6,884Discuss
free
by Jignesh Parmar
3 hours ago
Advanced Financial Model with DCF & Valuation
This Advanced Financial Financial Model Template has been built for use by any Company Founder, Executive, Investor or Analyst looking for a financial model
valuationdcfadvanced financial modelway statement
278Discuss
$49.99
by FINANCIAL MODELS HUB
3 hours ago
Complete Private Equity (LBO) Financial Model
A comprehensive and detailed yet user-friendly model for a private equity investment with debt leverage
investmentvaluationleveraged buyoutprivate equityinvestment banking
647Discuss
$99.00
by Andrei Okhlopkov
4 hours ago
Restaurant Financial Budget Projections Template
Get accurate budget projections for sales, staff, investment, financing, income, and investor returns.
restaurant financial planningbudget forecastingsales projectionstaff cost managementinvestment planning
382Discuss
$9.00
by Simone del ferro
7 hours ago
The Economics of SaaS - Gearing up a SaaS salesforce
Using a salesforce for CEOs, VP’s of Sales to understand the economics of a SaaS business.
key performance indicatorscash flowstartupssaasmetrics
2,837Discuss
free
by David Skok
7 hours ago
Shareholders Agreement
This shareholders agreement template has been created for startup founders .
startupentrepreneurshipshareholdersfounderslegal
1,720Discuss
free
by Azmi & Associates
8 hours ago
2012 Round 2: Monte Carlo
Excel training/competition model from the 2012 Financial Modeling World Championships
monte carlo simulationexcel skillsfinancial modeling skillsexcel trainingfinancial modeling training
1,159Discuss
free
by Full Stack Modeller
8 hours ago
Pneumatic Conveying Excel Workbook
Workbook in Excel for Pneumatic Conveying aligning with Chapter 10 of textbook "Rules of Thumb for Engineers."
excelengineeringworkbookpneumatic conveying
3,569Discuss
free
by Stephen Hall
8 hours ago
Bond Yield Calculator Excel Model
Automatic generation of scheduled bond payments and the calculation of resulting yield to maturity.
debtdebt schedulecalculatorbondsyield
1,078Discuss
free
by Business Spreadsheets
8 hours ago
Business Valuation Excel Model with Economic Value Added
Business and investment valuation model with economic value added (EVA) calculations.
financevaluationdcfevaeconomic value added
3,7663
free
by Business Spreadsheets
8 hours ago
Technical Analysis Excel Template with Trading Strategy Back Testing
The technical analysis template provides analysis for SMA, ROC, MACD, RSI and Bollinger Band indicators
roctradingsmatechnical indicatorsmacd
12,6457
free
by Business Spreadsheets
8 hours ago
Sample Chart of Accounts in SaaS
An excel file showing a sample chart of accounts for a SaaS business.
balance sheetincome statementssaassoftware as a serviceaccounts
2,891Discuss
free
by Ben Murray
8 hours ago
Term Sheet Simulator & Exit Waterfall — Founder Dilution Google Sheet
Simulate VC term sheet dilution, model liquidation preferences, and calculate founder take-home pay natively in Google Sheets.
exit waterfallstartup fundraisingcap table modelingfounder dilutionterm sheet modeling
New!Discuss
free
by Scott Ortiz
8 hours ago
Fractional CFO Audit & Pricing Diagnostic — Retainer Scoping Google Sheet
Audit client bookkeeping debt, score financial maturity, and calculate defensible fractional CFO retainers natively in Google Sheets.
fractional cforetainer pricingclient scopingadvisory pricingfinancial maturity assessment
New!Discuss
free
by Scott Ortiz
8 hours ago
Gantt Chart Tracker template
Gantt Pro Excel template for professionals
gantt chart tracker
151Discuss
free
by Frans Gafane

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