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Cleaner Reports In One Place
Megan Carter, IL
This template pulled our statements and charts into one file, so I stopped hunting through folders. I saved about 4 hours on each monthly update and could share a clean view with the team right away.
Margins Were Easy To See
Derek Holloway, TX
I could finally see margin and break-even in one view instead of digging through formulas. It cut my review time in half and gave me a clearer answer before the lender meeting.
Simple Scenario Planning
Priya Shah, NJ
Running low, base, and high cases used to be tedious, but this model made the comparison quick. I built all three in one sitting and had the numbers ready for a planning call the same day.
MODEL OVERVIEW
What Is the Financial Model Financial Agent in the Viatical Settlements Area?
Viatical Settlement Brokerage Financial Model is an editable five-year Excel workbook combining the purchase of the market, orders, commissions, subscriptions and additions to statements and reports.
Use the workbook to plan a separate purchase of the seller and buyer, active cohorts, buyer's transactions, commissions, subscriptions, seller's allowances, operating costs and financial needs.
The updated market assumptions provide monthly revenue calculations, cost schedules, analysis of low/core/high scenarios and related financial statements throughout the five-year forecast.
Built for the mutual brokerage economyThe model maintains GMV separately from revenues and monetizes transactions through commissions, subscriptions and included in the sale of allowances.
REVENUE WITH TWO MARKETS
How in This Model Is to Generate Revenue in the Viatical Settlement Framework?
The model acquires sellers and buyers separately, converts the orders of buyers to GMV and commissions, and then adds to the sale and buyers subscriptions plus included extras seller.
01
Acquisition of Both Sides
Calculates new sellers and buyers from separate budgets, CAC assumptions, and monthly seasonality.
02
Building Active Cohorts
On each side, the initial and acquired cohorts should be divided into levels and maintained throughout their life.
03
Calculate Buyer's Order
Add the initial orders of the new buyer to repeat orders from authorized active cohort buyers.
04
Valuable Transactions
Calculate the GMV from orders and AOV, then apply the percentage and fixed commissions.
05
Calculate Income
Add commission income, seller subscriptions, buyer subscriptions and included extras to the seller each month.
FORM OF CORRECTIONRevenue = Commission Revenue + Subscriptions + Seller Allowances
01 / REVENUE
Which One of the Exchanges Is Revenue?
The revenue perception is combined with sales and purchases, periods of use, repeated orders, AOV, commissions, subscriptions, allowances and seasonality with market revenues.
REVENUE
Preview separate assumptions of acquisition, maintaining the level of accuracy, economics of the buyer's transactions, commissions, subscriptions and seasonality.
02 / COGS & OPEX
What Are the Models for Operating and Operating Costs?
View COGS & OPEX separates direct costs, variable costs and fixed operating costs, thus combining monthly cost forecasts with market activities and revenues.
COGS & OPEX
Preview of direct costs, variable costs related to acquisition, fixed operating costs, schedule and monthly forecasts.
03 / SCENARIOS
How to Compare Low, Basic and High Cases?
The Scenarios compared low, base and high revenue paths, gross margin, premium margin and EBITDA in the five-year forecast.
SCENARIOS
Low, Core and High Comparisons of Revenue, Margin and EBITDA over five years.
04 / DASHBOARD
What Does the Distribution Board Have in Common?
The data table combines global settings, scenario multipliers, basic finances, revenue mix, profitability, cash flow, return on investment and key indicators in one view.
Is the Financial Model Financial Agent Suitable for You?
The ready model fits with brokers purchasing sellers and buyers separately and coining the buyer's transactions, subscriptions and vendor's accessories; material different structures may require custom modeling.
MODEL BY MADA READY
Good Example
You purchase sellers and buyers separately using separate budgets, assumptions of CAC and seasonality.
You plan to sell and buy levels with mixes, vitality, and start active bases.
You forecast buyer orders, repeat frequency, AOV, GMV, percentage commissions and fixed fees.
Place subscriptions and accessories of the seller alongside related costs, statements, scenarios and reporting of navigational desktops.
CUSTOMS STRUCTURE
Consider Custom Pattern
Your income is mainly driven by direct services, sales of products, production capacity, or other non-market mechanics.
You need revenue recognised from holding clearing assets, not mediated transactions of buyers.
You require additional cases, policies, carriers, or schedules of workflows beyond the logic of the seller and the buyer of cohorts.
You need your own KPIs, reports, funding logic, or operational schedules tailored to your organization.
The template is the starting point of planning, not a guarantee of performance.
FINANCIAL MODEL SERVICE
Do You Need a Model Built Around Your Requirements?
The financial models of Lab can build or customize a model when you need different revenue logic, operating schedules or reporting around your requirements.
After booking, you will receive an editable financial model Viatical Settlement Brokerage Excel, which you will immediately download with five-year forecasts, scenarios and related financial reports.
01
Editable workbook
Open and edit your financial model in Microsoft Excel or Google Sheets.
02
Five-year forecast
Five-year plan with detailed monthly and annual reports.
03
Analysis of scenarios
Compare low, base and high cases using the model scenario view.
04
Financial statements
Overview of Income, Cash Flow, Balance, Dashboard and Complementary Reports.
BEFORE BUYING IMPORTANT INFORMATION
Viatical Settlement Brokerage Financial Model FAQ
The basic answers are visible in their entirety, without clicking on the accordion.
01
How Does the Financial Model in the Scope of Viatical Settlement Calculate Revenues?
It calculates GMV from the orders of buyers and AOV, uses percentages and fixed commissions, and then adds subscriptions to sellers, subscriptions to buyers and included additional seller.
02
What are the assumptions I can change?
You can edit separate budgets of sellers and buyers, seasonality, CAC, level mixes, vitality, users running, recurring frequency, AOV, commissions, subscriptions and included vendor accessories.
03
What can I compare in Low, Base and High scenarios?
The five-year forecast compares low, base and high revenue paths, gross margin, premium margin and EBITDA.
04
What financial results are taken into account?
The product gallery shows income statement, cash flow, balance sheet, navigation desk, scenarios, summary, charts, KPIs, valuation, break-even, ROIC, indicators and complementary reports.
05
Can the Financial Models Lab adapt it to its own requirements?
Yes. Financial Models Lab can build or customize revenue logic, operational schedules and reporting when requirements differ from the finished structure.
06
Is the workbook a forecast or a guarantee?
This is a forecast based on the assumptions to be edited, not a guarantee of the performance of business or financial results.
What Does the Viatical Settlement Brokerage Financial Model Contain?
This comprehensive Viatical settlement financial model template provides everything you need to build a solid financial foundation, from initial fundraising to long-term strategic planning.
All-in-one Dashboard
Core inputs and core outputs
Low/Base/High
Three scenario analysis
Professional Charts
Presentation ready
ROE Components
DuPont analysis
Revenue Inputs
Researched revenue assumptions
Bank-Ready Reports
Lender-friendly financial outputs
Revenue Breakdown
Revenue stream detailed view
KPI Dashboard
Performance metrics benchmark
Choosing a selection results in a full page refresh.
REVENUE
COGS & OPEX
SCENARIOS
DASHBOARD
