Proforma + Deal Dashboard Bundle —
Present Your Deal with Clarity, Confidence, and Impact
 
When it comes to real estate development, securing funding or winning investor trust requires more than just a good idea—it demands a clear, professional, and compelling presentation. Whether you’re a developer, syndicator, broker, or real estate professional, your pitch needs to do more than talk about potential—it needs to show it. That’s where the Proforma + Deal Dashboard Bundle comes in.
 
Designed for developers and investors alike, this bundle provides a complete solution for presenting your real estate project in a way that is both financially detailed and visually persuasive. Whether you’re working on a multifamily build, a commercial renovation, or a value-add investment, these tools ensure you communicate your deal’s structure, profitability, and vision with precision and polish.
 
Here’s what’s included in your bundle:
1. Custom Financial Model (Excel)
At the core of your presentation is a meticulously built, fully automated financial model tailored specifically to your project’s details and assumptions. This is not a cookie-cutter template—it’s a custom proforma designed to accurately reflect the unique aspects of your deal.
Your model will clearly show:
Detailed income and expense projections for reliable forecasting.
Transparent breakdown of construction or rehabilitation costs.
Comprehensive financing structure, including both debt and equity components.
Cash flow analysis that tracks profitability over time.
Key investor metrics such as IRR, ROI, cash-on-cash return, and equity multiple.
Exit strategy assumptions, including projected sale values and timelines.
 
Because the model is automated and user-friendly, updating numbers is simple—even if you’re not a spreadsheet expert. Adjusting just a few assumptions lets you instantly see how different scenarios impact returns, allowing you to plan strategically and answer investor questions on the spot.
 
2. Professionally Designed Investor Dashboard (PDF or PowerPoint)
Numbers tell the story, but presentation makes it unforgettable. To complement your financial model, you’ll receive a professionally formatted, visually engaging investor dashboard—perfect for quick pitches, email presentations, or inclusion in a larger investor deck.
 
This one-page (or slide) summary can include:
Executive summary for a big-picture overview.
Highlighted deal strengths and key selling points.
Capital structure diagram to clearly display funding sources.
Return projections in an easy-to-read, impactful format.
Project timeline covering construction and operational phases.
Optional visuals such as site photos, renderings, or maps for added appeal.
This format ensures that even in a short meeting or casual investor conversation, your deal leaves a strong, lasting impression.
 
One Free Round of Revisions Included
We know that deals evolve and details shift, so we include one round of edits to fine-tune the numbers, language, or layout after your initial review—ensuring your documents stay accurate and aligned with your vision.
 
Fast Turnaround in Just 5 Business Days
Once you provide your project details—property type, cost estimates, rental projections, financing terms, and timelines—we start immediately. Within just five business days, you’ll have a complete, investor-ready package that combines accuracy, clarity, and professionalism.
With the Proforma + Deal Dashboard Bundle, you’re not just sharing a project—you’re presenting a vision backed by data, strategy, and design. This is how you inspire confidence and secure the “yes” you need to move forward.