Improve team productivity and brand compliance in
Excel, PowerPoint, and Word
— essential tools for finance and consulting professionals.
Key Features
Financial Modeling
Formula Auditing
Keyboard Shortcuts
Over 100 customizable shortcuts for routine formatting and other operations to turbocharge your Excel workflows.
Power Tools
Tools for power users that address common pain points to facilitate faster and more effective construction of financial models.
Visualizations
Quickly identify errors and inconsistencies in your models that could result in costly mistakes.
Charting
Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more.
Tables
Insert pre-formatted and pre-populated analyses (e.g., DCF, Black-Scholes) into your spreadsheets from a central repository.
File Optimization
Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel.
Presentation Automation
Link to Excel
Agendas
Synchronize your table of contents and section slides / headers with native sections so you can focus on content.
Pagination
Support for facing pages, intentionally blank pages, slide numbering, and duplex / simplex printing.
Shape Tools
Align, resize, and otherwise manipulate shapes quickly, without tedious manual adjustment natively required.
MasterShapes
Role-based shapes like slide stamps that offer unprecedented flexibility in presentation creation.
TurboShapes
Multi-state shapes used to visualize units of measurement (e.g., percentages, relative ranking), status, and more.
Brand Compliance
Presentation Proofing
New Presentations
Create new, brand-compliant presentations pre-populated with approved slides, legal notices, etc.
Template Rules
Ensure that presentations produced by your organization contain required slides and legal notices.
Reformat
Quickly find and replace key formatting throughout an entire presentation to ensure brand compliance.
Styles
Styles for PowerPoint, just like in Excel and Word, to help with brand compliance and easy formatting.
Spreadsheet Formatting
Brand compliance starts in Excel with shortcuts and other tools to format your tables and charts unbelievably fast.
Enterprise Setup
Share formatting and other settings across your organization to ensure consistent Office document appearance.
Content Management
Shared Libraries
Slide Linking
Slides inserted from libraries into presentations are linked and can be updated with the click of a button when the library version changes.
Meta Content
Publish content (e.g., tombstones showcasing your firm’s advisory engagements) alongside meta data for easy filtering.
User Groups
Restrict user access to library content and templates by assigning users to customizable groups.
Doc Builder
Create templated documents like NDAs and engagement letters by completing a simple questionnaire.
Model Templates
Start new M&A, LBO, and other models from an approved, centrally-managed template rather than from scratch.