Built the way top analysts build
Storyline first, then the pages. Every headline states its conclusion, and every figure comes from the model.
Deal materials for demanding financial institutions
Connect your data room and get investor-grade presentations, financial models and memos for every stage of your deal
Source-linked figures
Click any figure in a model, deck or answer and land on the exact paragraph it came from. Audit-ready.
Transparent forecasts
Reported history from the filings and your data room is marked as input. Each forecast is a formula grounded in guidance and the notes. Actual and estimate never blur.
Delivery checks
Automated checks confirm the balance sheet balances, cash ties, retained earnings roll, and every note in the filings is used or explained. The model reaches you only after every check has passed.
Current by default
New 10-Q? Already in the data room. Updated guidance? Already in the model. Only the cells it touches change, the rest stays.
Reliable at every layer
From the data room to the deliverable, each layer is built with institutional discipline
Structured by design
Every model follows one house structure: cover, summary, company sheet, valuation and checks. Formatting is applied by rule, not by hand, so every workbook reads the same way and is easy to review.
Filings imported for you
Name a listed company and its reports, results and earnings calls are collected; name a UK private company and its Companies House accounts arrive. Each is read end to end, notes included, and what moves models is flagged.
Driver-based forecasts
Revenue is built from the drivers the company reports, segment by segment, each sourced to the filing or your data room, with its rationale documented alongside.
Valuation in context
DCF, trading comps, precedent transactions, drawn to scale against the share price. Every assumption is a live formula in the workbook, ready to challenge and change.
Models, decks and memos
The three things you send out, each built from the same sourced figures
Financial models
A working Excel model: three statements, forecasts, valuation or buyout returns. Every number is a live formula you can change, and every input is tied to the filing it came from.
Presentations
An editable PowerPoint deck for lenders, investors or the board. Charts and tables come from the model, and a review comment changes only the slide it points at.
Memos
A one-page memo: the business, recent results, the thesis, key risks and the valuation, with financials and charts alongside. Each section is written from your sources.
Data room
One data room, both sides of the deal
For advisers
Upload the files. Get the data room, model, deck and draft Q&A answers, every figure sourced.
For buyers and lenders
Connect the data room. Get the model, credit paper and an answer to any question.
Security you can trust
Built to institutional security standards
from day one
Encrypted in transit
All data is transmitted over TLS-encrypted connections. Your files and models are encrypted at rest.
No AI training on your data
Your financial data is never used to train AI models. Zero-retention policy on all uploaded filings.
CCPA compliant
California Consumer Privacy Act compliance: opt-out rights, data access, and transparent handling.
GDPR
Follow guidelines for data protection and data subject rights for EU residents.
SOC 2 (Type 2)
Coming soonSecurity, availability, and confidentiality trust services criteria: the institutional standard.
SSO & SAML
Coming soonEnterprise single sign-on integration with your existing identity provider. One login, full access.