For when it matters

Reach a defensible view faster and stress-test it further. Instantly visualise models interactively, accelerate integrity and routine analysis.

Understand the story instantly, produce the cuts in minutes. Clean data, define populations, and surface key trends organised by the dimensions that matter.

Saved skills for the repeatable work, a thought partner for complex decisions. Plan unfamiliar structures with the agent before a single calculation is done.

Turn elevated analysis into presentation in minutes. Firm-compliant decks from the workbook across PowerPoint and HTML.

Build your project's largest deliverable in days. Accelerate ingestion, cleaning, tagging, and reporting with views that refresh when sources change.

Map your Trial Balance to clean financial statements in minutes. Proposed mapping to FDD schedules that refreshes when new data arrives.

Painless QoE iteration. Keep the bridge to Adjusted EBITDA updated automatically, with full analysis context in one place.

Turn elevated analysis into client-ready presentation in minutes, with tables, charts, and interactive visuals from the workbook.

Build operating models in minutes. Automate architecture, formatting, and linking, then integrate senior review notes.

Refresh comps in one click. Pull multiples from source, apply your rules, and refresh the football field when the peer set changes.

Accelerate ARR waterfall analysis no matter how messy the source data. Stitch files, deduplicate, fix dates, then build the waterfall.

Unify analysis with deal context to create polished decks 80-90% faster, cross-checked against the operating model.

Generate a comps screening table with CapIQ tickers, formulas, and an insight summary mapped into your WACC template.

Build and audit DCF models in minutes. Stress-test assumptions and explore hypotheses with interactive Tracelight apps.

Scope issues needing clarification from management, then build a professional-grade Q&A linked to the spreadsheets.

Create polished valuation decks 80-90% faster from the Excel model, cross-checked against the underlying DCF.

Build a defensible LBO before IC 90% faster against your template, with stress-tests via interactive Tracelight apps.

Deploy an agent that scopes the driver tree, then builds bottom-up schedules and IC tables to your conventions.

Accelerate comps refreshes from source. Automate quarter-end consolidations, even with inconsistent portco templates.

Turn your live model into IC-ready slides with cases, returns bridge, and sensitivities - each figure cited to source.

Build merger models in minutes. Screen comps, automate operating plans and purchase accounting, then flex assumptions in apps.

Keep the synergy case coherent. An agent stitches disparate files, produces outputs to your preferences, and stores assumption context.

A target pipeline that keeps itself current. Unify sources, update from meeting notes, and summarise any opportunity instantly.

Refresh SteerCo exhibits from cited model changes. Bid decks and walk-away analysis update when the number moves.