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
- New filings flow into the model without a rebuild
- 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
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Google Drive
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MS SharePoint
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Playwright Browser
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Anthropic Web Chatbot (Claude)
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FactSet
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Daloopa
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SEC EDGAR
User Interaction Channels
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Microsoft 365 E-Mail
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Google Workspace E-Mail
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Google Chat (Read, Reply)
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MS Excel
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Google Sheets
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WebChat (Widget)
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Slack
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Microsoft Teams (Chat)
At a Glance
Trigger
a model is requested, or new data lands
Human in the loop
an analyst owns every assumption
Modelled time saving
63% across 5 core processes
The model is built and audited automatically; analyst time goes to the assumptions that matter.
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