Data Gathering: Online Research · Extract from PDFs · Nordic Company Data · Aggregate FilesModel Building: Clean Data · Build Models · Develop Models · Plot to TemplatesModel Review: Error Check · Walk Through · Explain Structure · Insights · Red Flags · Questions
Data Gathering
Online Research
Search the web for market data, benchmarks, and assumptions.Research online to find the typical purchase frequency and basket
size of online beauty products in Germany, Switzerland and France for
2022-25. Present the data in a new tab and add
clickable links directly in the Excel to verify all facts.
Pull tables, figures, and text from uploaded documents directly into Excel.Extract the full 3 statements from the attached quarterly reports.
Include full granularity on all line items and implement checks to
verify extraction accuracy (balance sheet must balance, Net Profit
must match sum of P&L components, etc.). Add source references in
the cells.
Get the numbers from the PDF
Retrieve Nordic Company Data
Access Proff/Allabolag for financials and ownership of Nordic companies.Get me the accounting data for Sol Cigar, a Norwegian entity that sells
tobacco
Aggregate Excel Files
Combine and consolidate data from multiple uploaded Excel files.Put the uploaded Excels into this model. Make a consolidated tab
where you link in content from each added tab into the consolidated
one.
The data from each tab must be stacked vertically. Keep column
headers at the top only (don't repeat for each file). If column
structures don't match exactly, align common columns and document
any mismatches.
Model Building
Clean and Categorize Data
Transform messy raw data into structured, analysis-ready format.Clean and organize the customer data on the Customers tab.
1. Understand the structure of the data. Identify duplicates or
entities that likely refer to the same customer (e.g., Crunched
Holding AS and Crunched AS).
2. Create a unique customer list with a mapping column showing
how you grouped similar entities together.
3. Build a revenue summary table by reformulated customer for
2020-25 showing: BoP, new customers, expansion, contraction,
full churn, EoP.
Build Analysis and Full Models
Create DCFs, LBOs, market models, and other financial analyses from scratch.Build a DCF based on the forecasted financials in this model.
Extrapolate the explicit forecast (if needed) to get an 8-year
forecast period which smoothly decays to the terminal year. Use
perpetual growth at terminal. Add a WACC calculation with rationales
for each component (risk-free rate, equity risk premium, beta, debt
cost) that I can tweak later. Show each net debt component
as available in the EV-equity bridge at the end.
Further Develop Existing Models
Extend, enhance, or modify existing Excel models.Below the debt schedule section of this LBO (ending at row 45),
insert rows to build a credit metrics section showing net debt /
EBITDA, net debt / (EBITDA - Capex), Interest / EBITDA and
Interest / (EBITDA - Capex). Add similar metrics for each debt
tranche - senior and mezz. Match the formatting style of the
existing debt schedule section.
Plot Data into Templates
Map raw data into predefined template structures.Populate the input sheet historical fields (B5:G20) with data from
the Raw Data sheet. If you have to consolidate line items to match
the input sheet, document which lines you consolidated in a dedicated
column for me to review. For any items that cannot be matched with
confidence, flag them separately for manual review. Make a check
at the end to ensure you were exhaustive in the linking of all
raw data.
Use Ctrl+L when highlighting a range to insert the cell reference directly into your prompt.
Model Review
Error Check Workbooks
Identify formula errors, broken links, logic issues, and inconsistencies.Review sheet (A) and (B) for mistakes
Find mistakes in this 15 tab model
Focus error checks on output sheets to save time and credits. Crunched will still verify cross-sheet links, but won’t spend resources checking raw data you’ve already validated.
Walk Through Crunched’s Analysis
Have Crunched explain its own work step by step.Walk me through how you built this model. Go step by step. Flag
any assumptions or calculations I should be particularly conscious
about. If you see any mistakes you did, flag them. Do NOT edit
anything.
Explain Model Structure
Understand how a model works, trace formulas, and document logic.Explain how this forecast model is built up. Take me through what
the underlying assumptions are for revenue in each segment and how
the calculations flow through the model practically.
Aggregate Insights & Interpret Output
Summarize key findings and provide analytical commentary.You are presenting for the CEO. Provide a script explaining the
outcome and approach of this model in a top-down way.
Red Flag Assessment
Analyze assumptions and flag potential issues with sources.Walk me through the model and analyze the assumptions. Make a
comment on each assumption on whether it's aggressive, reasonable
or conservative. Search public sources to back up your analysis
and add clickable links for me to review. When you're done, add
10 due diligence/discussion questions for management based on
the analysis.
Are the assumptions good?
Generate Meeting Questions
Create due diligence or discussion questions based on model review.I am considering to acquire this company. Generate 10 questions
for management based on this financial model.