Exports that match the model
An Excel workbook with live formulas, a summary memo, and a deck for committee. Every figure ties back to the engine, so the file you send matches the model you built.
The full workbook
Inputs, cash flow, debt, returns, scenarios, and sensitivities, with a provenance trail and self-checks. Every number behind the returns is a blue input or a live formula, so changing the price or a year's income or expenses recalculates the cash flow and the returns, and a standard senior loan's schedule is live too. Scenario and sensitivity runs come across as values, and the Cover says which tabs recalculate.
- Live formulas behind every return
- Provenance and self-checks travel into the file
- Nothing to reformat before you send it
The summary memo
Written for committee. It opens with the call to proceed, reprice, or pass, then the headline returns and where the deal is fragile.
- Leads with the recommendation
- Headline returns and the drivers behind them
- The downside stated plainly
The presentation deck
A landscape deck for a lender or a partner, covering the verdict, the returns, the thesis, and the risks. Editable in PowerPoint or sent as a PDF, on the same numbers as the workbook.
- Cover, returns, the deal, thesis, and risks
- Editable PowerPoint, or a PDF
- The same numbers as everything else
Keep exploring
Underwrite your next deal in Altyst
Bring the documents you already have.