A first-pass model the day the target lands
Deal teams lose deals to the calendar. Build a defensible model on the day a target surfaces, on the same assumption framework you use for every other opportunity, and carry it into ownership rather than rebuilding it.
Deal Teams
What you get
One operating model underneath all of it, so nothing has to be kept in step by hand.
Documents to an operating model, unattended
Upload a CIM or email it to Vexi, the analyst that builds it. A model comes back with a structured quality pass already run on it.
Stress the thesis, drill to the driver
Scenarios and sensitivities on one model, and drill-down from any IC number to the driver and cell behind it.
Board-grade outputs from one source
Income statement, cash flow and balance sheet views off the same spec, exported to a live formula workbook your board and your auditors can open.
Quarterly cycles, fair value, and LP reporting
BvA when actuals land, sensitivity refresh, red-flag review, ASC 820 workflows with cell-level traceability, and LP narrative tied to live model values. One spec template per portfolio company, so a book-wide stress test is a batch job.
Screening, diligence, and every quarter after.
IC decisions, quarterly cycles, fair value workflows and LP narrative, all reading from one operating model per company.
From a document to a working model
Drop in a CIM, a teaser or a set of historicals and a structured operating model comes back on your standard assumption framework, with a quality pass already run on it. Every opportunity compares apples to apples, before you spend an analyst week.
Drill from any number to its source
Every figure opens onto the document and page it came from and the formulas that depend on it. The audit trail arrives with the model rather than being reconstructed for the IC memo or an ASC 820 review.