Model Builder
DCF, LBO, comps and 3-statement models — live in Excel.
Business Benefits
- Model build time cut from days to hours
- Fewer formula errors and hidden hardcodes
- Projections stay current as new data lands
- Analysts focus on judgement, not plumbing
Key Features
- Creates DCF, LBO, comps and 3-statement models directly in Excel
- Maintains models from filings, data feeds and analyst inputs
- Audits formulas, traces hardcodes and runs balance checks
- Runs sensitivity analyses across linked workbooks
- Keeps projections current, cutting manual model maintenance
Interaction Channels and Integrations
Connects to
-
Excel
-
Daloopa / FactSet / S&P feeds
-
Filing sources (e.g. EDGAR)
-
Internal model templates
User Interaction Channels
-
Excel add-in
-
Chat (Claude / Cowork)
-
Managed agent (API)
-
Document upload
More AI Employees in This Category
Your ready-to-use AI Employee for fast, accurate, deal-winning RFP responses
Your ready-to-use AI assistant for faster, compliant EHC needs assessments
SEO-ready product descriptions for every marketplace and language.
Sharper diligence, faster, with nothing overlooked.
Earnings call to updated model before the market reacts.
Documents kept current, consistent and in sync across versions.
Breaks found, root causes traced, sign-off staged.
Your first-meeting deck, built in a dialogue.
Contracts drafted, reviewed and kept on-standard.
Sector signal, synthesised daily.
The close checklist, run end to end.
Never miss a contract, licence or renewal deadline.
From target list to branded pitchbook — end to end.
A rigorous final quality gate for every proposal.
Tailored, review-ready client proposals, drafted fast.
Clear, persuasive prospectus and offering documents.
From eligible programmes to assembled grant applications.
Bid or no-bid — decided in minutes, not meetings.
Audit-ready statements, checked before distribution.
Guiding students through special-care applications, step by step.
Tax paperwork collected, sorted and draft-ready.
Every language version of a document, always in sync.
Every valuation checked before it reaches the client.
Talk to your website — and keep it always current.