A step change in analysis

A defensible view, reached faster and tested further. Instantly visualise models, automate integrity and routine analysis, and shift your focus to testing high-impact hypotheses that drive real value.

Understand the story instantly, produce the cuts in minutes. Clean data, define populations, and surface key trends, then generate every cut and cross-cut organised by the dimensions that matter.

Saved skills for the repeatable, a thought partner for the complex. Speed through recurring components, and plan unfamiliar structures with the agent before a single calculation is built.

From Excel to presentation instantly. Produce decks directly from the workbook with tables, charts and filterable visuals across PowerPoint and HTML, perfect for the short-deadline client session.

Build your project's largest deliverable in days. Automate transactional data ingestion, cleaning, tagging, and reporting. Instantly generate P&L, working capital, and KPI views that refresh automatically when sources change.

Trial balance to clean financial statements in minutes. Drop it in for a proposed mapping to your FDD schedules, refining as structures evolve and refreshing instantly when new data arrives.

Painless QoE iteration. Maintain the latest view whenever reported figures or adjustments change, keeping the bridge to Adjusted EBITDA updated automatically, with full analysis context held in one place.

Error check, consistency review and sign off with confidence. Understand how any analysis is structured, trace any figure to source, and catch reconciliation errors across the workbook in seconds.

Build your operating models in hours, not days. Automate architecture, formatting, and linking, then seamlessly integrate senior review notes to ensure your deal plan stays perfectly aligned.

A comps refresh in one click. Pull trading and transaction multiples straight from source, apply your calendarisation and screening rules, and refresh the football field when the peer set moves.

Quick, accurate ARR analysis, however messy the source data. Stitch files together, deduplicate customers, fix dates and reconcile naming with saved instructions, then build the waterfall and retention cuts.

Error check, consistency review and sign off with confidence. Understand how any analysis is structured, trace any figure to source, and catch reconciliation errors across the workbook in seconds.

Audit complex models instantly. Systematically analyse thousands of cells to verify formulae accuracy, model logic and consistency, automating standard checks to focus on high-value pressure testing.

Build the model in a fraction of the time. Deploy an agent that scopes the structure for your review, then builds and links formulas and presentations to your saved preferences.

Check the logic, catch the errors, sign off with confidence. Understand how a model is structured, trace any figure from input to output, and catch inconsistencies across the workbook instantly.

A defensible LBO before IC. Pull financials, segments and the management plan into an IC-ready LBO against your template, with sources and uses, debt schedule and returns waterfall in place.

Build the underwriting model in a fraction of the time. Deploy an agent that scopes the driver tree, then builds the bottom-up schedules and standard IC tables to your conventions.

Automate quarter-end consolidations, even with inconsistent portco templates. Seamlessly pull disparate data into your fund-level template, calculate KPIs, and retain full historical context across versions, regardless of the analysis owner.

A comps refresh in one click. Pull trading and transaction multiples straight from source, apply your calendarisation and screening rules, and refresh the football field when the peer set moves.

Build accurate merger models in hours, not days. Automate operating plans, purchase accounting, and financing to your team's conventions, allowing you to focus on high-stakes synergy and pricing decisions.

Keep the synergy case coherent over time. Deploy an agent that stitches together disparate files, produces outputs to your saved preferences, and stores the context behind each assumption in memory.

A target pipeline that keeps itself current. Bring disparate sources into one view with matching handled for you, update the tracker from meeting notes, and summarise any opportunity instantly.