doc builder

Build Standardized Documents with Doc Builder

Give your team access to firm-approved, standardized templates to create NDAs, contracts, regulatory filings, internal memos and more
  • Use pre-defined templates to stay accurate and on-brand
  • Fill out a quick form to populate documents—no need to enter or edit manually
  • Autofill names, dates, and other key details
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Quick, customizable, and efficient standardized document creation

Watch how Doc Builder uses a simple questionnaire to guide your inputs—automatically updating only the necessary parts of preapproved templates while keeping boilerplate content intact

PowerPoint Slides That Stay On-Brand

Empower your team with centralized access to digital assets, slide components, templates, and data
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Tombstones

Create polished, on-brand tombstone slides in seconds. Macabacus automates formatting and asset access, making pitch books faster,

Shared Libraries

Leverage Shared Libraries for consistent pitch deck design and brand compliance

AI Writing Assistant

Maintain consistency and brand integrity across both digital assets and and written content

Presentation Templates

Macabacus automates PowerPoint slides with Dynamic Agendas, MasterShapes, Styles, and other tools—ensuring consistent, polished presentations every time.

Dynamic Agendas

Synchronize your table of contents and section slides / headers with native sections so you can focus on content.

Corporate Dictionary

Use centralized access to standardized templates, approved digital assets, and AI-powered tools to ensure firmwide consistency

Built for the Desk and for the Enterprise

Macabacus is the #1 productivity and brand compliance suite designed for investment banks, private equity, venture capital, FP&A, and consulting firms — transforming how teams build & audit models, create polished decks & documents, and manage digital assets.
80k+
Finance Professionals
3k+
Enterprise Organizations
4.7
Out of 5 stars on G2
Macabacus is a great tool that improves my efficiency on a day-to-day basis.
Clay W., Investment Banking Analyst, Small-Business
Investment Banking Analyst
Clay W.
It has increased the speed at which I am able to produce quality financial models dramatically. It is simple to use and highly functional.
trevor s director of finance education management
Trevor S.
Director of Finance, Education Management
Very easy to use, extremely powerful to save time while using Excel for modeling purposes and allowing for very useful functionalities.
luca s operations associate investment management
Luca S.
Operations Associate, Investment Management
I have probably cut down on my model formatting time by 50%, and my models look better.
dave h
Dave H.
Director, Accounting & Business Valuations, Brookfield Renewable
These functions help analysts work more efficiently and with greater accuracy.
recalc katie fifer
Katie F.
Founder, Recalc Academy
Read the case study
I have been using Macabacus non-stop since 2008 and I wouldn't be where I am today in my career without it.
sean g
Sean G.
Vice President Finance, Encore
I argue it has the highest ROI of any software we have at my company.
Brian R.
Senior Corporate Development Associate
The Macabacus Excel add-in is indispensable and literally saves me hours each week.
David Y.
Principal