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Macabacus for Investment Banking

Faster Modeling, Increased Accuracy and Brand Compliance

  • Build complex financial models & analyses faster and more accurately.
  • Create polished, on-brand presentations for client pitches.
  • Audit models swiftly to avoid costly errors in transactions.

Pitch-perfect. Risk-proof. Lightning fast.

Macabacus for Investment Banking

Client demands are relentless. Internal reviews are unforgiving. Macabacus helps bankers deliver flawless materials—faster—while staying fully compliant with brand and risk guidelines.

From complex models to client decks, streamline every step with centralized content, automation, and tools built for the way bankers work.

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Presentation Automation

Link to Excel

Save countless hours by reliably linking to Excel data and charts in PowerPoint presentations and Word documents, and refresh links with the click of a button.
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Agendas

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

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Pagination

Support for facing pages, intentionally blank pages, slide numbering, and duplex / simplex printing.

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Shape Tools

Align, resize, and otherwise manipulate shapes quickly, without tedious manual adjustment natively required.

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MasterShapes

Role-based shapes like slide stamps that offer unprecedented flexibility in presentation creation.

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TurboShapes

Multi-state shapes used to visualize units of measurement (e.g., percentages, relative ranking), status, and more.

Financial Modeling

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Formula Auditing

Absolutely essential for any Excel power user, Macabacus' auditing tools help identify errors and inconsistencies in your spreadsheets to avoid costly mistakes.
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Keyboard Shortcuts

Over 100 customizable shortcuts for routine formatting and other operations to turbocharge your Excel workflows.

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Power Tools

Tools for power users that address common pain points to facilitate faster and more effective construction of financial models.

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Visualizations

Quickly identify errors and inconsistencies in your models that could result in costly mistakes.

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Charting

Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more.

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Tables

Insert pre-formatted and pre-populated analyses (e.g., DCF, Black-Scholes) into your spreadsheets from a central repository.

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File Optimization

Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel.

ROI Calculator
Annual Workdays Saved Most Macabacus customers save over 3 hours every week. This metric shows the amount of days you’ll get back every year, using a 10-hour workday.
1,560
Productivity Value This metric is your estimated return on productivity gains every year.
$1,500,000
Try Macabacus today

Macabacus for Investment Banking

Flawless output. Faster workflows. No compromises.

Bankers face constant pressure to deliver polished, accurate materials—on tight timelines and under intense scrutiny. Macabacus streamlines your workflow so you can focus on what matters: winning business, serving clients, and driving outcomes.

Purpose-Built for Investment Banking Workflows

Accelerate Financial Modeling

From LBOs to comps and merger models, Macabacus automates tedious tasks, catches formula errors, and brings structure to complex spreadsheets—so you can model faster and with total confidence.

Client-Ready Decks in Minutes

Build flawless pitchbooks and client decks with brand-approved templates and automation that links data across slides. Deliver high-impact presentations—every time, on time.

Streamline Diligence and Internal Review

Catch errors before they hit compliance. Macabacus helps you move through internal approvals quickly with audit tools that flag issues and ensure every detail is accurate and consistent.

Firmwide Consistency, Without Slowing Down

Give your team access to shared slides, tombstones, charts, and disclaimers—all stored in one centralized library. Keep everything on brand and up to standard, no matter how fast you’re moving.

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.