Knowledge Center

Filters

How to Create Investment Memos From Excel Data

Transform raw Excel data into polished investment memos with this step-by-step guide. Learn how to structure financial data, create compelling…
Read More

How Investment Bankers Use Excel’s IRR Function

Learn how investment bankers evaluate deals using Excel's IRR function - from simple calculations to complex investment scenarios. Plus, get…
Read More

How Investment Bankers Use Excel’s PMT Function

Master Excel's PMT function like investment bankers do. Calculate loan payments & assess financing structures with our step-by-step guide +…
Read More

How Investment Bankers Use Excel’s NPV Function

Calculate investment decisions like a banker with Excel's NPV function - Learn to evaluate profitability & make data-driven choices with…
Read More

Mastering the Clipboard: A Comprehensive Guide to Excel's Paste Options

Transform spreadsheet workflows with Excel's hidden paste options - discover time-saving techniques & download our template to maximize your data…
Read More

How to Import a Template Into Excel

Learn how to save hours with Excel templates for finance & project management. Get step-by-step guidance to import ready-made formulas…
Read More

How to Use HLOOKUP or VLOOKUP for Columns

Find out how HLOOKUP & VLOOKUP functions transform financial analysis with practical examples & a free template. Learn to efficiently…
Read More

Merge Data Using CONCATENATE or TEXTJOIN

Transform messy data into clean reports with Excel's CONCATENATE and TEXTJOIN functions. Learn how to efficiently merge data from multiple…
Read More

Steps to Summarize Data with SUMIF/SUMIFS

Discover how to wield Excel's SUMIF/SUMIFS functions like an investment banker to rapidly extract insights from complex data sets. Perfect…
Read More

How to Use INDEX-MATCH for Data Retrieval

Master the INDEX and MATCH functions for efficient data retrieval in Excel. Tailored for investment bankers, this guide covers financial…
Read More

Step-by-Step Guide to Using Data Validation in Excel

Create foolproof Excel data input with validation rules to prevent costly banking errors. Learn essential techniques for financial models and…
Read More

Formula & Function: How to Calculate Standard Deviation in Excel

Learn how to calculate standard deviation in Excel. Understand how to use formulas, interpret results, and generate powerful data insights…
Read More