All integrationsOffice files & exports

Titleman and Microsoft Word

On request: we connect Titleman to Microsoft Word for your team.

What the connection would cover: Investment memos as editable Word documents.

What the pairing would give

  • Once set up for your team, work would leave Titleman in the format your desk already uses.
  • An analyst or a lender would share and file it as usual, with the sources kept.

An example workflow, once the connection is made

  1. InputA Titleman report or model for a deal.
  2. TitlemanTitleman would write the file out with its sources.
  3. OutputA file you can open, send or keep with the deal.

Request this integration

Every integration is set up on request. Tell us what you would use Microsoft Word for and the team will write to you.