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For Investment Banking & Private Equity

Hand off the model with a signed certificate the MD can show the client.

Bulge-bracket and middle-market IB · PE deal teams · advisory / restructuring shops

Lead capability: Sign Formula BlockSame product, every capability

The one capability that lands you

Sign Formula Block

Attest a contiguous range sharing the same R1C1 formula — the analyst signs once for the whole block. Each block carries a signature hash over scope + master R1C1 + variants; R1C1 divergence on any cell in the block surfaces as drift on next verify.

Sign Formula Block

Attest a contiguous range sharing the same R1C1 formula — the analyst signs once for the whole block. Each block carries a signature hash over scope + master R1C1 + variants; R1C1 divergence on any cell in the block surfaces as drift on next verify.

Demo coming

What changes for you

Three concrete shifts.

  1. 01

    Sign the entire output block once instead of cell-by-cell sign-off.

  2. 02

    TrustLens and CalcScope give inherited models a structured formula readout before the team edits or signs them.

  3. 03

    CalcScope, Classic Pretty Print, and Sensitivity tornados ship the deliverable, not just the work.

Supporting capabilities

Other features this persona uses regularly.

Same product, same install. The 8 features below are the ones Investment Banking & PE buyers tell us they reach for after the lead capability.

Export Proof Certificate

Snapshot the workbook's current Proof state into a portable certificate (JSON, PDF, or branded export) anchored to the ledger head hash. Any tool that can compute SHA-256 can recompute the certificate hash and confirm tamper-evidence — Node's built-in crypto, OpenSSL, Python hashlib. (Distinct from Replay Proof, which signs an output-delta replay rather than a workbook snapshot.)

TrustLensCtrl+Shift+I

Attestation-aware formula workbench reachable from Worksheet Map, Cell Search, Compare drill-in, Formula Explorer, the ribbon, and Ctrl+Shift+I. It combines formula explanation with proof state: Bound / Signed / Unattested / Drifted summary chips, per-node badges for stale or tampered evidence, Result values on nodes, active PATH / OFF branch flags, counterfactual Path reasoning, Proof timeline, Refs timeline, and Live Dependents with cross-sheet counts and navigation.

CalcScope

Floating formula explainer for the selected cell. It builds a step-by-step tree with live values, branch highlighting, a verified calculation explanation bar, navigable rows, find/edit controls, copy output, and no-write what-if sliders when the formula has eligible leaf inputs. TrustLens audits trust and diagnostics; CalcScope explains the math.

Classic Pretty PrintCtrl+Shift+Y

The classic multi-line indented formula view with syntax highlighting and clickable refs. It remains the Ctrl+Shift+Y shortcut path and never routes through CalcScope.

Sensitivity AnalysisCtrl+Shift+S

Multi-output sensitivity in one form. Auto-detects the model's outputs (≥0.9 confidence joins via the same TopologyDiscoveryService MCI uses) — switch between IRR / NPV / DSCR / LLCR / PLCR / MOIC / Payback / Equity Return without rebuilding. Up to 100 drivers per output, each perturbed at six levels (±1% / ±5% / ±10%) — not just ±1% — to show non-linearity. A Quick-Scan pre-pass with a 0.5%-impact diminishing-returns cutoff trims dead drivers before the full run. UI: Top-N filter (10/20/50/All), hide-zero, hide-outliers, click-bar to navigate to the input cell, "Copy Data" export, ETA-aware progress on a background task so Excel stays responsive.

Compare Workbooks

Formula-aware diff of two Excel files. Headline metrics split the delta into five buckets (Total / Formula / Value / Formatting / Structural). A Workbook TreeView navigator inside the results window with per-sheet change counts colour-coded by density. Aligned-sheet detection flags sheets whose structure matches between versions so positional changes don't register as structural. Change grouping collapses near-identical edits — 2,730 cells all moving from `=-Cons!X39` to `=-Cons!X40` become one reviewable item. Per-change tagging uses five impact levels (None / Low / Medium / High / Critical), a Significant flag for material financial moves, and Data Validation as a separate change category. Smaller sheets process first so the first results land fast on huge models. Highlight all changes inside Excel itself with one click.

Smart Format SelectionCtrl+Shift+J

Precision, on demand. Select a range and Smart Formatting first separates inputs from formulas. Then it applies the right notation inside each category: Number, Date, Percent, Factor, Ratio, or Flag. COD becomes a date. DSCR becomes a ratio. WACC and fees become percentages. Exchange-rate labels become factors.

Direct style shortcutsAlt+Shift+N/P/D/F/R

Skip the classifier when you already know the answer. Alt+Shift + N / P / D / F / R apply Number, Percent, Date, Factor, or Ratio directly to the selection. Inputs auto-route to the input variant so the look stays consistent.