Free private equity templates from real deal workflows

Working files, not toy examples - the same patterns used in the guides. Free templates are delivered by email; the paid next step is Project Forge, one complete LBO modeling test priced at $99 USD plus applicable tax.

Free Artifacts

Free Templates

Real working files, delivered by email. Each pairs with a guide so you can see the mechanics before you open the workbook.

Free Artifact · Model 01 · XLSX · No Macros · 2 Tabs

Middle-Market Distribution LBO Model (Excel)

  • Dynamic debt schedule with revolver logic
  • Sensitivity tables and XIRR/MOIC outputs
  • Banker-standard input and formula formatting
  • Pairs with the LBO build guide
Free Artifact · Template 01 · PDF + DOCX

PE Résumé Template (Word + PDF)

  • Proven layout for Analyst/Associate roles
  • 75 bullet-writing tips included
  • Pairs with the résumé guide
Paid Practice · Case Study Lab

Turn the mechanics into a timed modeling-test rep

The free files teach the mechanics. Project Forge turns them into a complete private equity modeling-test rep: choose a two-hour template or three-hour clean-sheet track, write the one-page investment memo, and compare your work with the completed solution, debrief, and reference memo.