Models

Generate, audit, and reformat institutional models from natural language — wired to Valuations, LBO, Excel agentic build, and Marcus in Research chat.

DCF / Football Field

Deterministic DCF with WACC bridge, terminal growth, and football-field bands.

Open Valuations

LBO Engine

Sources & uses, returns, and sensitivity — calc path is deterministic (no LLM in the math).

Open LBO Modeler

Excel Agentic Build

Chat in the Excel add-in to lay out 3-statement models, comps, and DCF scaffolds with =FINSYT.* formulas.

Excel Add-in

Ask Marcus

Coverage banker agent — pitch decks, IC memos, and valuation packs from Research chat.

Chat with Marcus

Quick builds

DCF · NVDA New LBO case Marcus · MSFT DCF Excel Builder

Marcus (Coverage Banker · Valuation & Pitch) owns valuation and pitch workflows across Research, Slack, Teams, and Excel.

Recent model runs

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