Macabacus for Investment Banking

The Leading Productivity & Brand Compliance Tool for Investment Banks

  • Error-free pitchbooks, CIMs, and financial models
  • Enforce brand and compliance standards in PowerPoint, Excel, and Word
  • Faster workflows that produce polished drafts under pressure
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How Investment Banking Teams Use Macabacus

Build Error-Free Models
Create Perfect Pitchbooks
Enforce Brand Compliance
Prepare CIMs
Share Digital Assets

Build Error-Free Models

Audit and standardize DCFs, LBOs, and comps with tools that catch errors, enforce templates, and keep outputs consistent across the team.

Create Perfect Pitchbooks

Automate formatting, enforce brand standards, and seamlessly link live Excel data to deliver client-ready decks that are polished and consistent

Enforce Brand Compliance

Enforce your firm’s templates, styles, and approved language in every PowerPoint, Excel, and Word deliverable—so every output reflects your brand perfectly.

Prepare CIMs

Speed up long-form deliverables with automated tables, disclaimers, and Excel-linked financials, ensuring accuracy under the tightest deadlines.

Share Digital Assets

Centralize slides, charts, tombstones, and logos so every banker works faster while staying fully on-brand.
80k+
Finance Professionals
3k+
Enterprise Organizations
4.7
Out of 5 stars on G2

How Top IB Teams Move Faster with Macabacus

We enable analysts and associates to structure DCFs, LBOs, comps, and merger models with minimal rework.

  • ✓ Link live Excel data
  • ✓ Auto-sync agendas
  • ✓ Format decks in one click
  • ✓ Reduce unnecessary mistakes and shorten review cycles

Top Features Used By Investment Banking Teams

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Link Excel to PowerPoint

Seamlessly sync Excel data to PowerPoint and Word—no more broken links or manual updates

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Model Check

Run 50+ checks to pinpoint formula risks, hidden errors, and inconsistencies in your models

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Deck Check

Polish your PowerPoint slides in seconds with automated checks for errors, typos, and inconsistencies

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Corporate Dictionary

Ensure brand consistency with standardized spelling, formatting, punctuation, and terminology across presentations and AI-generated content

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Digital Asset Management

Access firm-approved content with Shared Libraries

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Tombstones

Create, manage, and format deal tombstones in PowerPoint with ease and insert logos directly into PowerPoint, from a database of 22M+ global brands

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Frequently Asked Questions

We’re happy to answer any questions you have about Macabacus! Feel free to check out the help center, or email [email protected].

How does Macabacus speed up financial modeling for bankers?

Macabacus includes templates, formula tools, and audit checks that automate complex Excel workflows—perfect for high-volume, high-precision modeling.

Can it really help with pitchbook creation?

Yes. Macabacus automates formatting, links live data between Excel and PowerPoint, and keeps every slide aligned with brand standards.

How does it support internal review and compliance?

With built-in error-checking and consistency tools, Macabacus reduces revision cycles and helps materials clear compliance reviews faster.

What makes Macabacus different from other add-ins?

It’s built by bankers, for bankers. Everything is designed to match the way investment banks actually work—fast, detailed, and under pressure.