Excel Financial Worksheets
Make your next deal with confidence. Excel models from 30 years of real deals, ready to download today.
Built by Patrick Quigley · 30 years of real dealsWorkshop
Ready to use AI in your business but not sure where to start? We begin with your website and marketing, where AI pays off fastest. You build it, I’m beside you, and the skills stay with you.
3 seats per month
One-to-one, hands-on education. A weekly 60-minute Zoom plus email, phone and text whenever you need me.
Schedule your discovery call →The model library
Institutional-quality models built in Excel. One-time purchase, immediate download.
Each model is an extension of real deal work, priced $49–$150. First up: the Single Family Rental (Airbnb) Acquisition model at $125, launching this week.
Is the project worth building, and how should it be financed?
What can I pay for this home, and what will it earn as a short-term rental?
What is this warehouse worth, and what will it return?
Where does my money go, when will I be debt free, and should I refinance?
We also build fully custom models for complex deals and unique businesses.
Why our models
Most templates online are generic, fragile or built by people who have never defended a number in front of an investor. Ours come from real modeling work.
Each model starts from structures we've used on actual PE, real estate and M&A engagements.
The assumptions that actually move results in your industry, not a generic revenue line.
Enter your numbers on one assumptions sheet. A step-by-step guide and sample data get you to answers the same day.
Buy once and the model is yours. No subscriptions and no recurring fees.
What customers say
“Patrick nails it with his personal budget tracker. It’s easy to use and more complete than any other I’ve seen on the internet. I’m a happy customer.”
“I’ve tried several ways to manage our household budget, but this Excel model brings everything together in one place. It’s helped us keep track of spending, plan ahead, and get a better picture of where our money is going.”
“What I like most is being able to see the different debt payoff options side by side. Instead of guessing, I can see how different payment strategies affect my timeline and interest costs. It’s a practical tool that helps make the plan feel manageable.”
Bought a model? Share your review →
What we do
Institutional-quality models built in Excel from real deal work. One-time purchase, immediate download.
Shop the models → 02Custom models for complex deals, and M&A sell-side support for growing businesses.
Explore advisory → 03Thirty hands-on days to start using AI in your business, beginning with your website. You can do this, and I’ll be beside you.
See the workshop → 04A closed, private fund that invests our own capital, alongside a select few business partners, in commercial real estate, land, special situations and select long-term investments.
About the fund →AI in our analysis
At our fund, finding opportunities, research and due diligence all start with AI. We also use it to build models, report KPIs and run our companies and websites. AI drafts the first pass, then we check every number against the source.
AI never makes the final decision. Investing and entrepreneurship are still a people business. Relationships, trust and negotiation are the pillars. AI makes our analysis and strategy sharper, and people make the call.
Our AI stackClaudeChatGPTGrokCanvaGitHub
=VERIFY(AI_DRAFT(Every_Workstream), Source)| 3 | Workstream | AI drafts | Status |
|---|---|---|---|
| 4 | Deal screening | Summarize & rank | ✓ Verified |
| 5 | Underwriting & models | Build & stress-test | ✓ Verified |
| 6 | Due diligence | Read docs & contracts | ✓ Verified |
| 7 | KPI reporting | Clean raw data | ✓ Verified |
| 8 | Portfolio operations | Track & report | ✓ Verified |
| 9 | Companies & websites | Build & run | ✓ Live |
Learn · YouTube & Blog
YouTube videos and blog posts on business, entrepreneurship and step-by-step model walkthroughs, from someone who has built companies, closed deals and invested his own money.
Contact
For models, advisory and the 30-Day AI Business Sprint. We reply to project inquiries within two business days.
hello@quigleycapital.com