Product / Sell-Side Preparation

Prepare cleaner numbers, faster

Normalize historicals and projections, create a defensible base case, and package outputs that stand up to scrutiny.

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Capabilities

  • Normalize historicals and management projections
  • Build a defensible base case and downside cases
  • Highlight key drivers and key questions for management
  • Export clean Excel outputs for traditional workflows

Outcomes

  • Reduce prep time for sell-side materials
  • Create consistency across outputs and scenarios
  • Keep assumptions explicit and traceable
  • Export the same Excel model Convexent uses internally — formulas and all

Designed to complement your secure environment — not replace it.

Fast start

Go from raw materials to a structured model in minutes, not days. Keep the momentum while details are fresh.

Explicit drivers

Every assumption is labeled, traceable, and auditable. No hidden logic, no black boxes.

Exportable outputs

Export to Excel with real formulas, proper formatting, and institutional-grade structure.

Want to see a sell-side prep demo?

We'll tailor a walkthrough to your specific workflow.