What it does
A financial model delivered as a spreadsheet rather than as a report, for when you want to open the file and change the assumptions yourself. Live Excel models, formulas intact, figures cited: built for you, or your own workbook populated.
When to use it
Use it when the deliverable is the model: an acquisition model, a hold/sell comparison, a lender pack, or your firm's own template filled with a deal's numbers. Every deck and OM also ships with its workbook, so you may already have one in a run.
How to use it
- Open Excel at the top of the left list. The card Start with a workbook offers two ways in: οΌ Attach a workbook (.xlsx) or Build a workbook.
- Build a workbook for me: open a group and pick the models you want; each pick rides with your brief. Name the property and press Build.
- Populate my own Excel: drop your workbook (the model your IC already trusts) then give the data to populate it with, and press Populate my Excel.
- From a finished run: pick the run and the workbook (Full underwriting workbook, Cash flow model, Debt and sensitivity model or Flat data export) and press Configure & build.
What you get back
An XLSX with live formulas (assumptions, proforma, sensitivity, sourced comps, rent roll) listed under Your workbooks with Download and the run it came from. Cells it cannot source stay empty and are listed for you; nothing is guessed into your model, and in your own template the formulas are never touched.
Time and cost
Cost is low (median under a credit) and the median run is under a minute, because much of the work is assembling something already computed.
The honest caveat, up front
Excel is the fourth most common thing clients ask us for, and this product is the answer to it, but it does not yet have a client track record we can point to. If you want a workbook with client delivery behind it, Decision support returns one on about half of its runs.
Do
- Say what the model is for. An acquisition model, a hold/sell comparison and a lender pack want different sheets.
- Send your template if you have one, and expect to check the result.
- Tell us which assumptions you will want to flex. Those are the cells that should be inputs rather than hard numbers.
Do not
- Do not assume your template will survive the round trip. Building into a client template is supported and is not reliable: one firm reported to us, twice, that the model did not work in their own workbook. We will try, and we will tell you plainly if it did not hold.
- Do not treat the workbook as audited. It is a model with its inputs shown, the same as everything else we produce. Check the cells the decision rests on.