Pro Forma Software or Subscription?

[Larry Elwood]

Hi All,

Just made an apartment building fix and flip presentation to an investor, though he liked the project, he did say that my pro forma presentation could be visually simpler and more visually appealing.

I was wondering if someone is aware of any type of Pro Forma software or subscription that has the flexibility to output data in simple, big picture, easy to read fashion?

Thanks!

[Scott Morongell]

@Larry Elwood @Account Closed I would highly suggest creating your own. If you personally can't do it, hire someone who is proficient in excel that can make it look professional. Ideally, you want to create an output tab or what I call a "tear-out" that shows all the high-level stuff on the deal. It's should be clean, visually appealing, and professional. Some of the things you will want on that summary sheet is:

• Capital Structure
• Sources & Uses
• Investment Attributes 
  • -prop name, vintage, risk profile, units, purchase price, exit price, acq date, exit date

• Unit Mix
• Debt Highlight
• Return Profile
• Return sensitivity to hold period & purchase price
• Financial Summary (by year)
• Cumulative Return on Investment

** all of this info should be already showing somewhere else in your underwriting model and you just have to link it to this new tab so it auto-updates as you change assumptions in your UW model. Hope this helps.