New feature
New feature: 10-K and 10-Q analysis for business valuations
Extract 10-Ks and 10-Qs, map income statements to your chart of accounts, and build business valuations in a spreadsheet or multiplayer canvas with exact source-line tracing.
SpreadSpace now brings 10-K and 10-Q analysis into one workspace for business valuations, mergers and acquisitions, and capital raising. Extract the filing’s financial statements, build your analysis, and follow linked figures directly to the exact line on the original source page.
Work in an Excel-like spreadsheet or arrange the analysis on a multiplayer canvas. Formulas, projections, charts, and report exhibits sit alongside the documents that support them. From the first spread to the valuation report, the source line stays within reach.
From annual and quarterly filings to a usable spread
A 10-K or 10-Q does not arrive in one uniform financial-statement layout. Companies use different captions, column arrangements, reporting periods, and supporting schedules. SpreadSpace brings financial statements across those filing layouts into a workspace built for line-item analysis, with the original document available for review.
Process batches of filings in parallel, then move directly into the extracted statements. Bring annual and quarterly reporting into your analysis, examine the periods and units, and begin working with the financial detail instead of transcribing it.
For investment banks, M&A advisers, valuation teams, and businesses raising capital, that creates a faster starting point for understanding a public company. The figures arrive with a route back to the evidence needed to examine them.
Exact source-line tracing, without stare and compare
A reviewer asks where a number came from. Open the source action on the linked figure and go straight to the supporting line on the filing’s original page. The document opens in the workspace, with the relevant location highlighted.
That connection follows source-linked figures into the in-app spreadsheet, tables, charts, and report exhibits. You can review a reported amount in context without searching through the filing, copying page references into notes, or leaving the analysis to line up two separate windows.
When a figure is derived, follow its contributing detail and then the linked inputs back to their source lines. Reported facts and analyst assumptions remain distinguishable as the valuation develops. Immediate access to the evidence keeps the discussion focused on what the number means.
Your chart of accounts. The filing’s original source lines.
Map the extracted income statement directly to your chart of accounts. Use your firm’s account names, reporting structure, caption rules, and downstream account codes to organize the figures for the analysis you need to produce.
Mapping keeps the connection to the filing’s original lines. A reviewer can understand where an amount sits in your chart of accounts and inspect the reported detail behind it. Your presentation becomes consistent across companies while the evidence remains specific to each filing.
A creative space for formulas, projections, and stress testing
Continue the work in an Excel-like spreadsheet inside SpreadSpace. Build formulas around the historical figures, add projected years, and change the assumptions that drive your valuation. The historical inputs retain their source connections while you develop the model around them.
Explore revenue growth, margins, cash flow, and valuation assumptions in the same workspace. Financial functions including NPV, XNPV, IRR, and XIRR give you room to construct your own analysis. Set up the scenarios your team wants to compare and examine how the results change.
Stress testing becomes a creative part of the review: adjust an assumption, inspect the result, and return to the original reported line whenever the historical basis comes into question. Your model can evolve without losing the evidence it began with.
Build and challenge the analysis together
Use the multiplayer canvas to arrange financial tables, charts, and supporting analysis around the questions your team is discussing. Colleagues can work in the same space, see each other’s presence, and develop the presentation together.
Put the financial history beside the projection, bring a chart into the conversation, and follow its source-linked figures back to the filing. Whether the discussion concerns an acquisition, a capital raise, or a public-company valuation, the team can examine the analysis and its evidence together.
The analysis workspace, inside your own application
The source-linked spreadsheet, multiplayer canvas, document review, and report workspace can sit inside the application your team already uses. SpreadSpace’s embedded client brings that workflow into an investment bank’s platform, an advisory workspace, or a capital-raising business’s internal application.
Your team can extract, analyze, trace, and present the financials without leaving its in-app tab. The embedded workspace uses the same core analysis surfaces as native SpreadSpace, including the source-document drawer. Your engineering team can integrate it with React or plain JavaScript and connect approved results to your backend.
Business valuation report replication
Bring your firm’s business valuation report template into the same template-replication workspace behind SpreadSpace’s credit memos. Replicate the report’s structure, review the generated template, and use it as a reusable starting point for the next engagement.
Build the narrative around source-linked tables, charts, and financial exhibits. Arrange the report in your firm’s format while keeping the supporting analysis close to the conclusions it explains. The report workspace lets a reviewer move from a linked exhibit back to the exact source line in the filing.
Business valuation report replication and credit memo replication use the same idea: your firm’s familiar report format, completed with the analysis you have already built. Analysts develop the valuation and write the conclusions; the workspace keeps the presentation connected to the underlying evidence.
Follow the source line, then follow the review history
Source tracing explains where a figure came from. The audit trail explains the recorded work around it. Authorized reviewers can inspect recorded financial edits, report finalizations, reopenings, downloads, and views of finalized reports, with the responsible user and time.
If a finalized report is reopened for further work, that change appears in the audit trail. Your team can distinguish the approved record from work under revision and return to the source evidence behind the analysis.
Bring a filing. Build the valuation. Follow the line.
Bring a 10-K or 10-Q, your chart of accounts, and your firm’s report template to a walkthrough. See the path from extracted statement to spreadsheet, from projection to multiplayer review, and from valuation exhibit to its exact source line, all within the workspace your team uses.