Formula Insight
Help Institutional Investors manage, track & query their Excel models
tl;dr
At Formula Insight, we’re launching our new equity research platform. It’s integrated with FactSet data and designed by a former Citadel investor and SpaceX engineer. Institutional investors use spreadsheets to manage billions of dollars for investments. However, key insights are lost when connecting the dots between complex Excel financial models with millions of cells and across hundreds of SEC filings, management transcripts, and research papers.
Formula Insight expedites the research process by analyzing these critical documents in minutes to help investors gain an edge in the public markets.
The Problem
Financial models in Excel are the backbone of every investment thesis. Still, the workflow between financial model analysis and other key research documents has been separate. Critical details are missed when drawing inferences between Excel data and paper documents, and the work to build the fact pattern for investment decisions is inefficient.
The Solution
Users can accurately search through millions of cells and build the fact pattern within internal financial Excel models, all down to granular KPIs for custom benchmarking. They can also plot financial projections against consensus estimates and draw inferences across hundreds of documents, including transcripts and filings. All answers have source document references and are housed within a secure environment, ensuring that sensitive information remains protected.
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