Finance Simulators & Models

5-Year Financial Projection Simulator

A full P&L and cash projection you can defend to any board.

12-Month Cash Flow Simulator

Watch your cash balance month by month before it happens.

Loan Amortization Schedule

The full year-by-year breakdown of any loan.

Investment ROI-Over-Time Simulator

When does an investment actually pay for itself?

Annual Budget Simulator

Allocate revenue across departments and see the profit left.

Debt Payoff Schedule Simulator

The full year-by-year path out of debt.

Cash Runway Scenario Simulator

Three burn scenarios, side by side.

Break-Even Ramp Simulator

Chart the path from launch to your first profitable month.

FX Exposure & Hedge Simulator

How much a currency move costs you — hedged or not.

Bond Pricing Simulator

Why bond prices move opposite to yields.

Invoice Factoring Cost Simulator

The true cost of selling your invoices.

Merchant Cash Advance Cost Simulator

What a factor rate really costs.

SBA 7(a) Loan Payment Simulator

Monthly payment and total interest on an SBA loan.

Business Line of Credit Simulator

Interest and payoff on a revolving credit line.

Equipment Financing Simulator

Payment and true cost on financed equipment.

DCF Valuation Simulator

Value a business on its future cash flows.

WACC Simulator

Your blended cost of capital.

Comparable Company Valuation

Value a business against market multiples.

1031 Exchange Tax Deferral Simulator

The tax a like-kind exchange defers.

Cost Segregation Simulator

Front-load depreciation for a big early deduction.

Sinking Fund Simulator

Save steadily for a known future cost.

R&D Tax Credit Simulator

Estimate the credit on your development spend.

Section 179 Deduction Simulator

The year-one tax savings on equipment.

Mortgage Brokerage Simulator

Project a mortgage broker’s profit.

Seller Financing Note Simulator

The income stream of carrying a note.

Buy-Sell Agreement Funding Simulator

The insurance to fund a partner buyout.

Opportunity Zone Simulator

Defer today’s gain, and grow the new one tax-free.

ESPP Return Simulator

The near-guaranteed return of a stock purchase plan.

QSBS Exclusion Simulator

The startup founder tax break that excludes millions.

83(b) Election Simulator

Why founders file within 30 days.

Tax Lien Investing Simulator

The return on a tax lien certificate.

Mortgage Note Investing Simulator

Buy paper at a discount, boost your yield.

Donor-Advised Fund Simulator

Deduct now, grant later, grow tax-free.

Backdoor Roth Simulator

Tax-free growth for high earners.

Key Person Insurance Simulator

Size coverage on an indispensable person.

Deferred Compensation Simulator

Defer income now, pay tax later.

Mega Backdoor Roth Simulator

Supercharge tax-free retirement savings.

Whole Life Cash Value Simulator

Project a permanent policy’s cash value.

HSA Growth Simulator

The triple-tax-advantaged retirement account.

529 College Savings Simulator

Project a tax-free college fund.

I-Bond Ladder Simulator

Inflation-protected savings, laddered.

Dividend Growth Simulator

Watch a dividend income stream compound.

Annuity Income Simulator

Turn a lump sum into lifetime income.

Roth Conversion Ladder Simulator

Access retirement funds early, tax-smart.

Opportunity Zone Fund Simulator

Defer gains, then grow them tax-free.

Private Credit Fund Simulator

Project income from direct lending.

Hard Money Lending Simulator

Project returns on a fix-and-flip loan.

Real Estate Syndication LP Simulator

Project a passive LP’s deal returns.