What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

Preparing to raise a round of funding is one of the most important tasks every founder has to do. Compiling a deck, a teaser, and an executive summary requires a thorough understanding of a startup’s ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

Think strategically and stress-test your financial models when making decisions to expand your franchise. In one of my previous roles, I had the opportunity to be involved with a company that was a ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Every few years the financial world rediscovers private equity and declares it the secret club where all the real money is ...

When I was in the private wealth management advisor seat, I always met with my clients at year-end to plan for the year ahead. This is standard practice within the wealth management world. What’s ...