Resources That Actually Help You Build Models

We've spent years working with analysts who needed clearer ways to approach financial modeling. These materials reflect what actually works when you're staring at spreadsheets at 11 PM trying to make sense of cash flow projections. No fluff—just practical resources you can use right away.

Financial analyst reviewing modeling resources and documentation

Everything You Need in One Place

We built this library because analysts kept asking us for templates, examples, and references they could trust. You'll find materials organized by what you're actually trying to accomplish—not by academic categories that sound impressive but don't help when you're under deadline.

Model Templates & Frameworks

Spreadsheet structures that have been tested in real projects. These aren't theoretical—they're what we use ourselves when building DCF, LBO, and merger models.

Case Study Walkthroughs

Detailed breakdowns of actual modeling scenarios. We show you the thinking process, not just the final numbers. Available starting August 2025.

Reference Guides

Quick lookups for formulas, valuation approaches, and accounting treatments. The kind of thing you bookmark and come back to constantly.

Learn From Analysts Who've Been There

Our contributors have built hundreds of models across different sectors. They know what trips people up and how to explain things without making you feel like you're reading a textbook.

Patricia Cheng, Senior Financial Analyst

Patricia Cheng

Senior Financial Analyst

Patricia spent eight years doing M&A work before she started teaching modeling. She's particularly good at explaining why certain approaches work better than others—and when to break the rules everyone thinks are absolute.

Monica Reeves, Corporate Finance Specialist

Monica Reeves

Corporate Finance Specialist

Monica works with tech companies on valuation and forecasting. Her materials focus on dealing with high-growth scenarios and businesses that don't fit traditional modeling assumptions. Really helpful stuff if you're working outside traditional industries.

Three Ways to Approach These Materials

People learn differently. Some want structured progression, others need specific answers to immediate problems. We've organized our resources to support however you work best. Mix and match—there's no required order.

1

Foundation Track

Start with core concepts and build systematically. Good if you're relatively new to modeling or want to fill gaps in your knowledge.

  • Basic model architecture
  • Formula construction logic
  • Common error prevention
  • Scenario analysis basics
2

Problem-Solving Path

Jump straight to specific challenges you're facing. Most popular with analysts who need answers for current projects.

  • Targeted technique guides
  • Troubleshooting resources
  • Industry-specific approaches
  • Complex scenario handling
3

Advanced Applications

Explore sophisticated modeling techniques and edge cases. Assumes you're comfortable with fundamentals and want to go deeper.

  • Multi-scenario modeling
  • Custom function building
  • Integration approaches
  • Optimization techniques