Your Personal AI
Financial Analyst
Expert-level modeling for LBO, VC, and FP&A. Automate complex tasks, from DCF analysis to sensitivity testing, with an agent that adapts to you.
Excelor Agent
Financial Modeling Reimagined
From DCFs to complex sensitivity analysis, Excelor handles the heavy lifting so you can focus on the strategy.
DCF Analysis
Complete Discounted Cash Flow modeling with customizable assumptions.
- Historical financial data integration
- Projections for revenue, operating income, and FCF
- Terminal value calculations
- Share price estimation
Comparative Analysis
Multi-company financial comparison and market multiples.
- Multi-company financial comparison
- Key metrics calculation (Margins, ROA, ROE)
- Enterprise value and market multiples
- Export to Excel with formatted tables
Sum of the Parts (SOTP)
Detailed business segment analysis and valuation.
- Business segment analysis
- Segment-specific valuation
- Consolidated company valuation
Agentic Loop AI
Interactive conversational AI for complex Excel tasks.
- Chain-of-thought reasoning
- Automatic data generation & assumptions
- Natural language Excel manipulation
- Multi-step task completion
Financial Data Import
Seamless integration of financial statements.
- Income statements, Balance sheets, Cash flow
- Historical data retrieval (Annual/Quarterly)
- Automatic Excel sheet creation
Versatile Modeling
LBO, VC, FP&A, and more. Your personalizable AI assistant for all financial tasks.
LBOM&AFP&AVenture CapitalPrivate Equity