By: Allvue Team

May 25, 2023

Excel-based financial models remain the default valuation and analysis tool for many GPs, despite the burden of manual updates typically required. In this short demo video, Solutions Engineer Barb Rockenbach demonstrates how, with a simple Excel formula, you can call specific financial KPI or data points from Allvue into your existing model, avoiding the error-prone and manual work of double entry.

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Transcript

Hi, I’m Barb Rockenbach, and I wanted to take a few minutes to show you how you can easily populate your legacy Excel data models with Allvue’s data pull capabilities. Excel-based financial models remain the default valuation and analysis tool for many GPs, despite the manual updates typically required. In this video, we’ll show you how, with a simple Excel formula, you can call specific data points from Allvue into your existing model, avoiding the error-prone work of double entry. Let’s get started!

Our Excel Formula Builder Wizard allows clients to leverage Allvue as their golden source of data, even when executing existing legacy data models in Excel. This three-step wizard allows you to select the issuer name you want to pull from, select which data points you want to pull, and add in additional qualifiers, such as financial type and date range. The specified cell is then automatically populated with up-to-date information from your Allvue instance on an ongoing basis.

Thanks for watching! To learn more about how Allvue can streamline your portfolio monitoring workflows and to see a full demo, visit AllvueSystems.com.