Pro feature
A gallery of best-practice models to benchmark against
Battle-tested starting points for the models the ICP runs most. Open one to benchmark your own numbers against established thresholds, repurpose it for your company, or open it simulation-ready, with assumptions and outputs pre-marked so scenarios, sensitivity and Monte Carlo run in one click. Every KPI is scored locally; nothing is uploaded.
Model templates are included with every FundQuill Pro subscription.
SaaS Growth & Efficiency
VC / growth-equity
Benchmark a software business on the metrics investors actually underwrite, then flex your own numbers.
- NRR ≥ 110%
- Rule of 40 ≥ 40%
- CAC payback ≤ 12mo
Inside
- ARR build: new-logo, expansion, churn
- Rule of 40, net revenue retention, magic number, CAC payback
- Every KPI scored live against best-practice thresholds
Unit Economics (LTV : CAC)
Founders / growth
Prove the per-customer economics work before scaling spend: lifetime value against acquisition cost.
- LTV:CAC ≥ 3.0x
- CAC payback ≤ 12mo
Inside
- Lifetime from churn, LTV from ARPA × gross margin
- LTV : CAC ratio and CAC payback in months
- Scored against the ≥ 3x and ≤ 12-month rules of thumb
LBO Returns
Private equity / M&A
Size a buyout and pressure-test the return before you commit.
- MOIC ≥ 2.5x
- IRR ≥ 20%
- Leverage ≤ 6.0x
Inside
- Entry/exit multiple, leverage, growth → equity bridge
- MOIC, gross IRR, entry leverage
- Scored against sponsor return & leverage conventions
Real Estate Pro Forma
RE analysts
Underwrite a stabilized acquisition with financing and see whether it pencils.
- DSCR ≥ 1.25x
- Cash-on-cash ≥ 8%
- Cap 5-7%
Inside
- Effective gross income → NOI → going-in cap rate
- Debt service (PMT), DSCR, cash-on-cash
- Scored against lender & return rules of thumb
Cash Runway
Fractional CFO / founders
Know how long the cash lasts and when to start raising.
- Runway ≥ 18mo
Inside
- Monthly gross profit and net burn
- Runway in months
- Verdict against the 18-month rule of thumb
DCF Valuation
M&A / valuation
Value a business off its cash flows: a 5-year projection discounted to today plus a Gordon-growth terminal value.
- FCF yield ≥ 5%
Inside
- FCF projection, discount factors, PV per year
- Terminal value + enterprise and equity value
- Implied FCF yield scored for reasonableness
Trading Comparables
M&A / valuation
Cross-check a valuation against the market. Apply peer EV/Revenue and EV/EBITDA multiples to your target.
- EV/EBITDA ~ peer
Inside
- Implied EV from revenue and EBITDA multiples
- Midpoint EV and implied equity value
- Implied multiple flagged vs the peer set
Priced-Round Dilution
Founders / VC
See exactly how a priced round moves the cap table before you sign the term sheet.
- Dilution ≤ 30%
Inside
- Post-money, new-investor and option-pool ownership
- Founders’ ownership and dilution this round
- Dilution scored against the ≤ 25%-per-round rule of thumb
Burn Multiple
Founders / growth
The efficiency metric investors underwrite in this market: cash burned per dollar of net new ARR.
- Burn multiple ≤ 1.5x
Inside
- Burn multiple = net burn ÷ net new ARR
- Implied runway from the cash balance
- Scored against the ≤ 1.5x efficiency bar
Development Pro Forma
RE developers
Underwrite a ground-up deal: total cost to build against the stabilized value it creates.
- Margin ≥ 15%
- YoC ≥ cap + 150bps
Inside
- Land + hard + soft cost stack
- Stabilized value from NOI and exit cap
- Profit margin and yield-on-cost vs the cap-rate spread
Debt Sizing / Refinance
RE / lenders
Find the maximum supportable loan: the binding constraint between DSCR and LTV.
- DSCR ≥ 1.25x
- LTV ≤ 70%
Inside
- Mortgage constant from rate + amortization
- DSCR- and LTV-constrained loan amounts
- Supportable loan and the resulting DSCR
Break-Even Analysis
CFO / operators
Know the volume that covers your fixed costs, and how much cushion you have above it.
- Margin of safety ≥ 20%
Inside
- Contribution margin per unit and %
- Break-even units and revenue
- Margin of safety vs current volume
Cash Conversion Cycle
CFO / operators
How many days your cash is tied up in operations: receivables plus inventory, less payables.
- CCC ≤ 60 days
Inside
- DSO, DIO and DPO from the balance sheet
- Cash conversion cycle in days
- Scored on a lower-is-better scale
Returns Waterfall
PE / fund
Split fund proceeds the way an LPA does: return of capital, preferred, GP catch-up, then carry.
- LP multiple ≥ 2.0x
Inside
- Return of capital + preferred return to LPs
- GP catch-up and carried-interest split
- LP net multiple scored vs the 2.0x bar
Merger Accretion / Dilution
M&A / corp dev
Test whether a stock-and-cash deal lifts or dilutes the acquirer’s earnings per share.
- Accretive (> 0%)
Inside
- Cash vs stock consideration and new shares issued
- Combined income net of financing cost + synergies
- Accretion / (dilution) to EPS
SAFE Conversion
Founders / VC
See how a SAFE converts into the priced round: the better of the valuation cap or the discount.
- Cap/discount in the money
Inside
- Round, cap and discount prices per share
- Conversion price and SAFE shares
- SAFE-holder ownership + effective discount
Rental Property Returns
RE investors
Underwrite a buy-and-hold: cash-on-cash plus the appreciation that makes the first-year total return.
- Cash-on-cash ≥ 8%
- Total return ≥ 12%
Inside
- Equity invested and annual cash flow
- Cash-on-cash return
- Total return with year-1 appreciation
Loan Amortization
RE / borrowers
Break a loan into its yearly interest and principal, and see the total interest it costs.
- Interest ≤ 30% of loan
Inside
- Level annual payment (PMT)
- Year-by-year interest / principal / balance
- Total interest as a share of the loan
NPV / Capital Budgeting
CFO / corp finance
Decide a project on the numbers: discounted cash flows into NPV, a profitability index, and payback.
- PI ≥ 1.2
- Payback ≤ 4y
Inside
- Discounted cash flows over 5 years
- NPV and profitability index
- Simple payback in years
Operating Leverage
CFO / operators
Measure how hard your fixed-cost base amplifies revenue swings into operating income.
- DOL ≤ 3x
Inside
- Contribution margin and operating income
- Degree of operating leverage (DOL)
- EBIT swing under a revenue scenario
Defaults are illustrative; replace them with your own figures. Benchmark thresholds are common industry rules of thumb, not guarantees or financial advice.