Free Resources
Free templates, guides, and tools to help you build your business and access capital.
Comprehensive business plan template for SBA loans, investors, and lender submissions. Includes financial projections, market analysis, and executive summary.
This guide is designed to help new and growing real estate investors understand how to evaluate rental properties, prepare for financing, and create a long-term investment strategy.
This worksheet can also help you prepare for funding by showing lenders or private investors that you understand the deal, the risks, the budget, and the expected return.
Standard single-member and multi-member LLC operating agreement template. Covers management structure, profit distribution, and member rights.
12-month cash flow projection spreadsheet. Tracks income, expenses, and net cash flow to demonstrate business viability for lenders.
Comprehensive guide covering all business funding types — term loans, SBA, revenue-based financing, equipment loans, and business credit lines.
Essential resource for real estate investors — DSCR loan requirements, fix-and-flip deal analysis, and investment property due diligence checklist.
General partnership and limited partnership agreement templates. Covers profit sharing, decision-making authority, and exit provisions.
One-page and full marketing plan templates for small businesses. Includes target market analysis, competitive positioning, and digital marketing strategies.
Calculate your projected profit on fix-and-flip projects including acquisition, rehab, carrying costs, and net proceeds.
Analyze any rental property's income, expenses, cash-on-cash return, cap rate, and annual ROI in one spreadsheet.
Introduction to multifamily real estate investing — from duplexes to apartment complexes — with financing and management strategies.
Excel budget tracker designed for debt reduction and credit score optimization. Track income, expenses, and credit utilization each month.
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