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Excel Deconstruction and Build-Up

From Excel chaos to software ease.

We automate tasks that used to take days or even weeks into something you can handle in minutes. Go from a chaotic tangle of Excel spreadsheets to an elegant software solution.

Who can benefit from this service:

  • Private Equity
  • Registered Investment Advisors (RIA)
  • Asset Management Companies
  • Hedge Advisories and Mortgage Companies
  • Start-Ups looking to monetize a sophisticated financial modeling tool
From Excel chaos to software ease.

Turn your financial model into a
collaboration tool to enable decision making.

We create Quantitative and Qualitative Analysis Tools custom to your needs.

Give us a call and let’s get started today

Excel is not a
collaboration tool.

Excel is a no-cost, no-code modeling program but it has its limits.

  • Lack of universal edits: The use of offline spreadsheets can lead to version control chaos
  • Waste of resources: Manual loading of data into Excel with each new spreadsheet churns valuable time
  • Lack of intuitive design: A user can’t figure out which of the 40 tabs they need to click to find the data they need
  • Immediate obsolescence: Models are built with assumptions and assumptions change
  • Limits of complexity: Excel will break if pushed too far

We’ll create an elegant solution that’s easy to use.

  • A single data source: Ease integrating data from disparate systems
  • Real-time collaboration: Supports enterprise-wide planning processes
  • Maximum flexibility: Adjust any model with cash flow modeling, tuning, sensitivities, and assumptions
  • Real-time updates: Possible with web and cloud-based solutions
  • Massive scalability
  • Massively reduced processing times: Go from hours to seconds thanks to Lambda and Azure functions
Applications that we can create:

Applications that we can create:

  • Financial Planning and Analysis (FP&A)
  • Integration to AdCo, Moody’s, CoreLogic, and more for Home Price Index (HPI), 2-Year, 10-Year, and other key market indices
  • Mortgage LOS Integrations
  • Black Diamond (SS&C) bolt-ons for Asset Managers
  • AI – A demonstrable platform helps clients determine how to use AI to drive value from their data

Process

Moving from spreadsheets to software is a big step towards smarter, more secure business operations.

Here’s how we do it:

Arrow pointing to the process
01

Deconstruct

We sit down and interview team members to create a holistic view of existing data structures. Most only know just a small portion of all the data. This is often the first time all of the data has been de-siloed and viewed from a 30,000-foot altitude.

02

Roadmap

We map out a new, efficient data process

03

Development

We create your simple, elegant software solution