Spreadsheets with line tracing
Work between your spreads and workbooks, or continue the analysis in SpreadSpace with line tracing.
Create spreadsheets directly in SpreadSpace. Bring figures from your spreads into an editable sheet, then copy and paste data in both directions between that sheet and your existing workbooks.
You can also continue the analysis inside SpreadSpace. Source-backed figures retain line tracing in the spreadsheet, so you can return to the exact lines in the original documents as you build, adjust, and review your model.
Build from the figures in your spread
Bring the figures you need from your spread into a spreadsheet, then add your own formulas, assumptions and working rows around them.
Arrange the sheet for the analysis at hand, whether you are comparing periods, working through adjustments or building a model.
Copy and paste in both directions
Use the in-app spreadsheet as an intermediary between your spreads and the workbooks your team already uses. Copy a range out to a workbook, and paste workbook data back into SpreadSpace when you want to continue there.
Keep line tracing in the spreadsheet
Source-linked figures keep their connection to the underlying documents inside the SpreadSpace spreadsheet. Follow a figure to the original line when you need to verify an input or understand the context.
That makes the spreadsheet a place to develop and review the analysis itself. Add calculations and assumptions while keeping the supporting evidence close to the work.
Bring a spread and a workbook
Try the workflow with a spread and a workbook your team already uses. Move a range between them, then follow a source-linked figure from the spreadsheet back to its document.
Keep exploring
Public market research
- 10-K, 10-K/A, 10-Q and 8-K extractionFinancial statements, as filed
- Earnings releasesResults as announced, ahead of the filing
- REITs and real estateSegment NOI and FFO from the filings
- Financial statement spreadingStandardized line items across periods
- Portfolio monitoringEach company's statements and filings, every period
- Business valuation memosFirst drafts from the extracted financials
M&A advisory
- M&A advisoryWork the sell side and the buy side from the same spread.
- Sell-side advisory and the CIMNormalized earnings with every adjustment shown
- Buy-side advisoryThe seller's numbers verified from the data room
- Business valuation memosFirst drafts from the extracted financials
- Public comparablesPeers from their filings under one chart of accounts
Due diligence
- Financial due diligenceRun quality of earnings and diligence work on traced documents.
- Quality of earnings reportAdjusted EBITDA, every adjustment sourced
- Net working capital and the pegAR and AP aging, net debt and the bridge
- Proof of cashBank activity tied to the books
- Tax-to-book reconciliationThe filed return beside the statements
- Deal diligence for private equityThe seller's numbers from the data room
- Leveraged buyoutsLeverage the target can carry, from its own cash flow
SMB
- SMBTax returns, bank statements, financial statement analysis and global cash flow for small-business lending.
- Tax return underwritingBusiness and personal returns, connected to cash flow
- Bank statement underwritingDeposits, balances and financing activity in context
- Global cash flow and debt serviceBusiness, guarantor and proposed debt in one review
- Financial statement analysisMessy, unstructured borrower data is normalized and spreadable within seconds
Middle Market
- Middle MarketFinancial statements, interim performance, complex borrower groups and debt service in one commercial credit review.
- Financial statement analysisAnnual statements, interim performance and lender adjustments
- Global cash flow and debt serviceRelated businesses, guarantors and proposed debt
- Debt schedules and financingNotes, maturities and payments beside the financials
- Credit memosReviewed spreads and repayment analysis, together
Real Estate
- Real EstateProperty financial statements, adjusted NOI, sponsor support and debt service coverage for commercial real estate lending.
- Property financial statementsOperating statements and rent rolls in one review
- Adjusted NOIProperty income, expenses and lender adjustments
- Sponsor and guarantor cash flowConnect property repayment to sponsor support
- Debt service coverageProperty DSCR with proposed financing
Mortgage
- MortgageBorrower income, self-employment, rental properties and debt-to-income with the original evidence in view.
- Income verificationBorrower income connected to the supplied documents
- Self-employed borrower incomePersonal returns and the business behind the income
- Rental income analysisProperty income and expenses, traced to the source
- Debt-to-income analysisVerified income and monthly obligations together