DealDesk/Features/Financial Models

Modeling

Side-by-side scenario modeling, no Excel.

Three scenarios by default. NPV, effective rate, total occupancy cost — all on a single page, all editable inline, exportable to Excel with formulas preserved.

What it does

01

Default 3 scenarios

Aggressive / market / conservative pre-populated. Edit any cell; recompute is instant.

02

Honest CA-specific math

When the address is in California, an extra section captures CASp, CCAA, and prop-tax pass-through nuances brokers can’t skip.

03

Excel export with formulas intact

10-tab template: Comparison, Summary, Assumptions, Monthly CF, plus per-scenario variants. Formulas preserved with blue/black input/formula color coding.

How it works

From cold start to shipped result.

  1. 01 — Drop an LOI or start blank

    Drop-an-LOI surface auto-extracts deal terms into scenario inputs.

  2. 02 — Compare side-by-side

    Three columns. Star a recommended scenario; ghost column shows the unchosen option.

  3. 03 — Export to Excel

    10-tab .xlsx with every formula preserved. Send to the principal; they edit; nothing breaks.

Why brokers love it

Replaced a 14-tab spreadsheet I built in 2018 with three columns and one star. Done.

Capital markets broker, mid-market — SF

3

scenarios per model

10

tabs in the Excel export

0

broken formulas after export

Free for the first three abstracts every month.

No credit card. No sign-up to try the abstractor. The output is yours to keep.