Excel is for accountants. DealVelo is for acquirers.
Learn deals by building them. Build LBO models in minutes, not hours. No templates. No friction. No gatekeeping.
<15 Minutes
Model setup (vs 6-8 hours in Excel)
35× Faster
Performance with full transparency
200+ Sheets
Generated in one guided structure
15.4%
5-year annualized return
4.19x
On equity invested
Excel Templates Are Not Educational Tools
Designed for corporate finance teams, not learners. Locked formulas, circular dependencies, and version issues make them unscalable for DIY use. Corporate modeling culture = friction as control.
| Metric | Excel Templates | DealVelo |
|---|---|---|
| Model setup time | 6–8 hours | <15 minutes |
| Performance | Slows with complexity | 35× faster |
| Transparency | Hidden logic | Full logic trace |
| Error recovery | Manual debugging | Auto repair |
| Cost | $55–$200/template | $0–$29.99/month |
| Educational value | Locked formulas | Every calculation explained |
Learning blocked by unnecessary complexity.
Excel templates are designed for corporate finance teams, not for learners or small business buyers. DealVelo is an adaptive modeling environment that replaces static templates with real-time feedback loops.
From "I Found a Business" to "Should I Buy It?"
Follow this proven 4-step workflow to go from financial statements to complete LBO analysis with IRR, MOIC, and debt paydown schedules.
Upload Historical Financials
Enter 3+ years of income statements and balance sheets. DealVelo validates the data and calculates trends automatically.
P&L statements (Revenue, COGS, EBITDA)
Balance sheet data
3-5 year historical periods
Automatic validation
Configure Your LBO Model
Set up your capital structure: purchase price, SBA loan terms, seller note, and equity. DealVelo builds the complete sources & uses automatically.
Purchase price & transaction costs
SBA loan terms & amortization
Seller financing setup
Equity & down payment
Build Deal Repository
Create your live deal workspace with all analysis modules: FCF Bridge, Debt Paydown, Equity Returns, and Compensation Optimizer.
Pro forma financial statements
Cash flow waterfall (FCF Bridge)
Debt amortization schedules
IRR & MOIC calculations
Analyze Returns & Cash Flow
View your complete dashboard: IRR, MOIC, debt coverage ratios, and the Compensation Optimizer to compare salary vs owner distributions.
IRR & MOIC by year
Cash sweep modeling
Debt service coverage (DSCR)
Salary vs distribution optimizer
Ready to Transform Your Deal Analysis?
Built by entrepreneurs, for entrepreneurs. Compare different financing structures and see which cap stack maximizes your returns.
We're Not Simplifying Finance — We're Making It Teachable
Every calculation documented. Full logic trace on every metric. Learn by doing, not by memorizing formulas hidden in locked Excel cells.
Sources & Uses Builder
Set up your complete capital structure with SBA loans, seller notes, and equity. DealVelo automatically validates that sources equal uses.
Pro Forma Financials
Generate complete pro forma income statements, balance sheets, and cash flow statements based on your acquisition structure.
FCF Bridge
Visualize the complete cash flow waterfall from EBITDA to Free Cash Flow, including taxes, CapEx, working capital, and debt service.
Debt Paydown & Cash Sweep
Model your complete debt amortization schedule with mandatory and optional cash sweep provisions for accelerated paydown.
IRR & MOIC Analytics
Calculate levered IRR, MOIC, and cash-on-cash returns across multiple exit scenarios with detailed year-by-year breakdowns.
Compensation Optimizer
Compare salary vs owner distributions to maximize your after-tax take-home while maintaining optimal business cash flow.
Deal Snapshot Dashboard
View all key deal metrics in one place: purchase price, timeline, valuation multiples, and transaction structure.
Complete Documentation
Every calculation is documented with formulas, examples, and mathematical proofs. Understand exactly how your returns are calculated.
Multi-Repository Management
Analyze multiple deals simultaneously. Each repository is completely independent with its own models and assumptions.
Want to see it in action?
Not $55–$200 Per Template. Not $99/Month Dashboards.
Start free. Upgrade when ready. Learn by doing, not by buying locked Excel files.
Free
Preview the platform. See how it works.
$0
/ forever
- 1 Financial Statement
- 1 LBO Configuration
- 1 Repository Preview
- Read-only access
- Complete documentation
- See the methodology
Builder
First real tier. For DIY acquirers evaluating deals.
$11.99
/ month
- 5 Full Deal Repositories
- 5 Complete LBO Models
- Full 7-module suite
- Save & iterate models
- Scenario comparison
- All formulas explained
- Email support
Professional
For serious operators and serial acquirers.
$29.99
/ month
- 20 Deal Repositories
- 20 LBO Models
- Everything in Builder
- Priority support
- Advanced analytics
- Multi-deal comparison
- Export capabilities
Have questions? Check out our FAQ section or contact us