Private equity & investment banking
An Excel add-in that proposes model changes from material news.
Keep underwriting models synchronized with material company and market events without rebuilding the analyst’s workflow.
When a material event breaks, the model change is proposed first.
- 5 cellsAffected cellsAssumptions, periods and fields an event changes
- 1,310→1,240Proposed changesBefore and after, side by side, with sources
- 5.00xCovenant and value checkLeverage, covenants and valuation recalculated
How it works
- Detect
- Watched companies, markets and deals
- Map
- Affected assumptions, periods and fields
- Update
- Approved changes written to Excel with an audit trail
Who uses it
- Analysts
- Proposed cell changes with sources
- Deal leads
- Covenant and value changes, summarised
- Investment committee
- What changed since the last meeting
Sources and sign-offs stay on record.
- Linked sourcesEvery figure and sentence tied to its source and as-of time
- Sign-offWritten to the model on approval
- Change logWho changed what, and when, on record
Deployment
- Data connected
- Existing Excel modelsCompany and market watchlistsCell-level review and audit trail
- Delivery
- API integration or installed in your environment