Built this for myself — maybe helpful if you model in Excel

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by a professional from York University
in Toronto, ON, Canada

11mos ago

Built this for myself — maybe helpful if you model in Excel

Hi folks! I built a free tool to save myself the time of manually pulling financials from deal docs into Excel before I go and build my models. Thought I'd share it here in case it helps someone redacted

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reply by a professional 11mos ago
from York University in Toronto, ON, Canada

Got good news! We fixed word doc processing so now you should even be able to upload your word docs with no problem. Let me know if that solves the problem you encountered. Appreciate the support and patience! Here to help!!

reply by a professional-advisory 11mos ago
in Toronto, ON, Canada

Hi Geoff! Thanks for the pointer to Shortcut, they're very cool! Love what they're doing with their excel agent. Our Excel export is just one feature we built for searchers who wanted to pull data after reviewing the CIM reports we generate. The real power of the platform goes beyond that, things like built-in financial modelling, deal structuring, and our agent Jackson, who can help you dig deeper into any deal. We’re shipping updates every week. Just today, we launched an industry research feature: when you run a CIM report, you can tap Run Industry Analysis above the tab bar and get a fully cited research report in seconds. Give it a try :)