Spreadsheets with line tracing
Work between your spreads and workbooks, or continue the analysis in SpreadSpace with line tracing.
Create spreadsheets directly in SpreadSpace. Bring figures from your spreads into an editable sheet, then copy and paste data in both directions between that sheet and your existing workbooks.
You can also continue the analysis inside SpreadSpace. Source-backed figures retain line tracing in the spreadsheet, so you can return to the exact lines in the original documents as you build, adjust, and review your model.
Build from the figures in your spread
Bring the figures you need from your spread into a spreadsheet, then add your own formulas, assumptions and working rows around them.
Arrange the sheet for the analysis at hand, whether you are comparing periods, working through adjustments or building a model.
Copy and paste in both directions
Use the in-app spreadsheet as an intermediary between your spreads and the workbooks your team already uses. Copy a range out to a workbook, and paste workbook data back into SpreadSpace when you want to continue there.
Keep line tracing in the spreadsheet
Source-linked figures keep their connection to the underlying documents inside the SpreadSpace spreadsheet. Follow a figure to the original line when you need to verify an input or understand the context.
That makes the spreadsheet a place to develop and review the analysis itself. Add calculations and assumptions while keeping the supporting evidence close to the work.
Keep exploring
Work together
Review loans
Private equity
M&A advisory
- M&A advisoryWork the sell side and the buy side from the same spread.
- Sell-side advisorySpread the company's numbers before a buyer does.
- Buy-side advisoryTest the seller's adjustments against the data room.
- 10-K and 10-Q extractionBring reported financials into your analysis.
- Business valuation memosWrite valuation memos in your firm's format.
Bring a spread and a workbook
Try the workflow with a spread and a workbook your team already uses. Move a range between them, then follow a source-linked figure from the spreadsheet back to its document.