Underwriting Templates That Force Consistency
Build Acquisition, Operating, and ROI Analysis templates once — then drive every pro forma, income statement, and performance comparison from the same chart of accounts.
Why Financial Comparisons Break
Every analyst structures their model differently.
Account naming drift
CAM vs. common area maintenance vs. operating expenses — same data, three names.
Different rollups
NOI on one model includes something the next model excludes. Apples to oranges.
No template inheritance
New deals start with a blank sheet — and a blank sheet means inconsistency.
What MyDealTeams Does
Financial templates are the spine of the underwriting workflow.
Template builder
Define line items, accounts, and rollup logic in a structured editor.
Acquisition, Operating, ROI
Three template types — each tuned for its phase of the deal.
Inherited line items
Templates drive consistent line items across every income statement they generate.
Reusable across deals
Apply the same template to dozens of locations or projects.
Versioned
Update templates without breaking historical income statements.
Audit-ready
When the auditor asks for chart-of-accounts consistency, the templates are the answer.
How Teams Use It
Enforce a chart of accounts
Every deal underwrites against the same line-item structure.
Standardize ROI analysis
Force every deal to compute IRR, multiple, and yield the same way.
Cross-deal benchmarking
Compare like with like across deals and portfolios.