Deal Ledger Investor Toolkit

Analyze the deal. Then run it.

The Investor Toolkit is every Deal Ledger spreadsheet in one download: 3 deal calculators to check the numbers before you buy, and 4 trackers to run the deal after you do. Built for flippers, landlords and BRRRR investors who want honest numbers, not napkin math.

What’s inside

Deal calculators: analyze before you buy

• Flip Deal Calculator. Your maximum offer two ways, profit at the asking price, best, expected and worst case, and hard money vs. conventional vs. HELOC compared side by side. Also comes as a phone app.
• Rental Deal Calculator. Cash flow, cash-on-cash return, cap rate and DSCR, with vacancy, repairs and management built in, plus a 5-year outlook. Also comes as a phone app.
• BRRRR Calculator. Cash back at the refinance, cash left in the deal, the most you can pay and still get all your cash back, and what a low appraisal does.

Trackers: run the deal after you buy

• Flip Project Tracker. Budget vs. actual by trade, contractor draws and lien waivers, the timeline, and your real profit from closing to sale.
• Rental Portfolio Tracker. Every property, lease and dollar in one place, lease-expiration alerts, and a Schedule E summary to help organize your records for tax time.
• Deal Pipeline. Every lead, offer and follow-up, plus which lead sources actually close.
• Portfolio Dashboard. Value, debt, equity and cash flow across all your rentals, BRRRRs and flips.

Why investors use it

• Counts the costs most people miss: holding, closing, selling, contingency, vacancy and capital expenses (capex)
• Enter your numbers in the yellow input cells; built-in formulas calculate the results.
• Example deals loaded so you can see how each tool works
• Works in Microsoft Excel and Google Sheets
• Flip and Rental calculators also work as phone apps on iPhone and Android
• No subscription. Buy once and it’s yours.

What you get

7 spreadsheet files (.xlsx), phone app versions of the Flip and Rental calculators, a Read Me First guide, and Google Sheets instructions. It’s a digital download; nothing ships.

Estimates only. Not financial, tax or legal advice. Talk to your CPA or lender before making decisions.