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- Business valuation from your own numbers: two terminal value methods, equity bridge, impairment test
- Project appraisal: NPV, IRR, payback, sensitivities and break-evens
- Monthly management report: variances against budget, prior year and forecast, with a pack in PDF and Excel
- Planning model: profit and loss, balance sheet and cash flow, with an outlook of actuals plus forecast
- 13-week cash forecast and covenant tests with headroom
- LBO model with debt schedules, IRR and MOIC
- Public company valuation from SEC filings (33 judgment rules, source links)
- Saved versions, an assumptions register with sources, and version compare
- Read-only review links your reviewer can sign off
- Reads the reports you export from QuickBooks or Xero
- Excel exports built from live formulas for valuations, project appraisal and the management pack