ASCEND
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04 / PRIVATE EQUITY & INVESTMENT BANKING

Deal Intelligence, from signal to model.

Keep underwriting models synchronized with material company and market events without rebuilding the analyst’s workflow.

WORKFLOW IN PRODUCT

The film reconstructs a representative workflow from the working product.

THE WORK TODAY

Less assembly.
More judgment.

  1. 01Analysts monitor sources manually after the model is built.
  2. 02Material events can remain disconnected from assumptions.
  3. 03Updates require manual extraction, interpretation, and cell-level changes.
01

Detect

Monitor selected companies, markets, and transaction signals.

02

Map

Link each event to affected assumptions, periods, and model fields.

03

Update

Write approved changes through an Excel add-in with an audit trail.

CONFIGURED FOR THE INSTITUTION

Fits the workflow.
Preserves the controls.

We define the data boundary, permissions, guardrails, and approval path before connecting systems and outputs.

01Existing Excel models
02Company and market watchlists
03Cell-level review and audit trail

ASCEND AI / PRIVATE EQUITY & INVESTMENT BANKING

See it with your data,
controls, and workflow.

Request a Demo