Frequently Asked Questions

ModelStack is a digital template store for operators: 35+ professional business templates across six categories — financial models, SOP templates, AI workflow guides, consulting kits, investment banking & M&A documents, and VC & startup tools. Every product is a ready-to-use file (Excel, Word, or PDF) delivered instantly after checkout.

Six categories: Financial Models (restaurant, SaaS, startup pitch, freelancer/agency, e-commerce), SOP Templates (onboarding, support escalation, inventory, QA, financial close), AI Workflow Guides (customer service, content pipeline, lead scoring, financial reporting, document processing), Consulting Templates (proposal & SOW kit, rate calculator, status dashboard, discovery questionnaire, business plan), IB & M&A (DD checklist, IC memo, term sheet, PPM, SPA outline, valuation, LBO and merger models), and VC & Startup (pitch deck, data room checklist, SAFE kit, fund returns, cap table, SaaS fundraising model, valuation calculator).

ModelStack templates are built by operators — people who have actually run the financial closes, onboarding processes, and deal workflows the templates cover — not resold from a generic template farm. ModelStack was founded by Ariel Agor.

Consistency and depth. Every ModelStack template follows the same standard: a dedicated assumptions area with clearly marked input cells, formulas that recalculate automatically, and the metrics professionals actually expect (for the financial models, things like MRR waterfall, Rule of 40, LTV:CAC, and dilution analysis). You also get instant delivery, support, and a 7-day refund guarantee — none of which come with a random free download.

It depends on the product category. Financial models and consulting calculators come as .xlsx files (Excel/Google Sheets). SOP templates come as .docx files (Word/Google Docs). AI workflow guides come as PDF. The format is listed on each product card.

Yes. All templates are built in .xlsx format which works in both Microsoft Excel and Google Sheets. Some advanced formatting may render slightly differently in Google Sheets, but all formulas work perfectly.

No. The files are standard formats: spreadsheets open in Microsoft Excel or Google Sheets, documents open in Microsoft Word or Google Docs, and guides open in any PDF reader. There are no proprietary plugins, add-ins, or accounts required.

Absolutely — that's the whole point. Every template has a dedicated Assumptions tab with clearly marked blue input cells. Change your revenue assumptions, cost structure, growth rates — everything recalculates automatically.

Yes. The SaaS and Startup Pitch templates are specifically designed for investor meetings. They include the metrics VCs expect (MRR waterfall, Rule of 40, LTV:CAC, TAM/SAM/SOM, dilution analysis) and follow the structure that institutional investors are used to reviewing.

Yes. The SOPs are written as industry-agnostic frameworks. You fill in your company-specific details, procedures, and standards. The structure, section headings, and checklist formats are already done for you.

No. The AI workflow guides are tool-agnostic — they describe the logic, prompts, and decision flows. You can implement them with ChatGPT, Claude, n8n, Zapier, Make, or any other platform. Integration tips for common tools are included.

Each template is priced individually on its product card — for example, the Restaurant Financial Model is $97, the Startup Pitch Deck Financial Model is $127, and the SaaS Financial Projection Template is $147. Category bundles cut 25–41% off buying individually, and the Complete Collection covers everything at 56% off.

Each bundle gives you every template in its category at a discount: All 5 Financial Models for $399 (save 25%), All 5 SOP Templates for $119 (save 39%), All 5 AI Workflow Guides for $229 (save 39%), All 5 Consulting Templates for $179 (save 41%), the IB & M&A Complete Kit for $799 (save 34%), and the VC & Startup Toolkit for $449 (save 31%). You check out once and receive download links for every file in the bundle. See the bundles →

Every template in the store — all 35 templates across all six categories — for $999. Bought individually they total $2,267, so the Complete Collection saves you $1,268 (56%). It's the right choice if you're building, operating, advising, or dealmaking and want the full arsenal. Get the Complete Collection →

Yes. The Unit Economics Calculator is completely free — it calculates CAC, LTV, payback period, and contribution margin, and works in Excel and Google Sheets. Newsletter subscribers also get a free cash flow cheat sheet. No credit card required for either.

Prices are listed in USD. Applicable taxes are calculated at checkout based on your location, so the final total may include your local sales tax or VAT.

After your Stripe checkout completes, you'll receive an email with secure download links. Links expire in 48 hours — download and save your files locally.

No problem. Email support@modelstack.digital and we'll send you a fresh replacement link for the files you purchased.

All payments are processed securely through Stripe using major credit and debit cards. Your card details go directly to Stripe — we never see or store them on our servers.

We offer a 7-day refund guarantee. If you're unsatisfied with your purchase for any reason, contact billing@modelstack.digital within 7 days of purchase for a full refund — no questions asked. Refunds are processed to the original payment method within 5–10 business days.

Each purchase grants a single-user, non-exclusive, non-transferable license. You can use the template for your personal or internal business purposes, modify and customize it freely, and use anything you produce with it commercially. You may not redistribute, resell, or share the original template files, upload them to public repositories or file-sharing services, or use them to create a competing product. Full details in our Terms of Service.

Yes — the outputs are yours to use commercially. Build a client's financial model from our template, generate a proposal with the SOW kit, deliver an SOP you customized — all fine. What you can't do is hand the original template file itself to clients or resell it as a template.

The standard license is single-user. If you'd like to roll a template out across a team, email support@modelstack.digital and we'll sort out an arrangement that fits.

Email support@modelstack.digital. Whether it's a download issue, a question about how a tab works, or something that looks off, we'll get you sorted.

Yes. The ModelStack blog regularly publishes practical guides on financial modeling, SOPs, and AI workflows. The newsletter (one email per week max, unsubscribe anytime) includes a free cash flow cheat sheet when you join, and the free Unit Economics Calculator is available to everyone.