- Build complex financial models faster and more accurately for quicker portfolio analyses.
- Ensure consistent, branded presentations for LPs and management teams.
- Reduce spreadsheet errors with robust auditing features.
Macabacus for Private Equity
Streamline Valuation and Modeling with Advanced Excel/PPT Tools
Faster deals. Fewer errors. Total confidence.
Macabacus for Private Equity
When every minute counts and every model matters, Macabacus helps deal teams move quickly without compromising quality or compliance.
From LBOs to IC memos, streamline workflows, maintain firmwide consistency, and keep everything investor-ready—every time.
Brand Compliance
Presentation Proofing
Check presentations for issues related to formatting, layout, and content to ensure flawless presentation quality and brand compliance, and avoid embarrassing mistakes.
New Presentations
Create new, brand-compliant presentations pre-populated with approved slides, legal notices, etc.
Template Rules
Ensure that presentations produced by your organization contain required slides and legal notices.
Reformat
Quickly find and replace key formatting throughout an entire presentation to ensure brand compliance.
Styles
Styles for PowerPoint, just like in Excel and Word, to help with brand compliance and easy formatting.
Spreadsheet Formatting
Brand compliance starts in Excel with shortcuts and other tools to format your tables and charts unbelievably fast.
Enterprise Setup
Share formatting and other settings across your organization to ensure consistent Office document appearance.
Content Management
Shared Libraries
Ensure content standardization and brand compliance by leveraging repositories for reusable slides, templates, charts, images, and other Office content shared by users in your organization.
Slide Linking
Slides inserted from libraries into presentations are linked and can be updated with the click of a button when the library version changes.
Meta Content
Publish content (e.g., tombstones showcasing your firm’s advisory engagements) alongside meta data for easy filtering.
User Groups
Restrict user access to library content and templates by assigning users to customizable groups.
Doc Builder
Create templated documents like NDAs and engagement letters by completing a simple questionnaire.
Model Templates
Start new M&A, LBO, and other models from an approved, centrally-managed template rather than from scratch.
Presentation Automation
Link to Excel
Save countless hours by reliably linking to Excel data and charts in PowerPoint presentations and Word documents, and refresh links with the click of a button.
Agendas
Synchronize your table of contents and section slides / headers with native sections so you can focus on content.
Pagination
Support for facing pages, intentionally blank pages, slide numbering, and duplex / simplex printing.
Shape Tools
Align, resize, and otherwise manipulate shapes quickly, without tedious manual adjustment natively required.
MasterShapes
Role-based shapes like slide stamps that offer unprecedented flexibility in presentation creation.
TurboShapes
Multi-state shapes used to visualize units of measurement (e.g., percentages, relative ranking), status, and more.
Financial Modeling
Formula Auditing
Absolutely essential for any Excel power user, Macabacus' auditing tools help identify errors and inconsistencies in your spreadsheets to avoid costly mistakes.
Keyboard Shortcuts
Over 100 customizable shortcuts for routine formatting and other operations to turbocharge your Excel workflows.
Power Tools
Tools for power users that address common pain points to facilitate faster and more effective construction of financial models.
Visualizations
Quickly identify errors and inconsistencies in your models that could result in costly mistakes.
Charting
Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more.
Tables
Insert pre-formatted and pre-populated analyses (e.g., DCF, Black-Scholes) into your spreadsheets from a central repository.
File Optimization
Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel.
ROI Calculator
Annual Workdays Saved
Most Macabacus customers save over 3 hours every week. This metric shows the amount of days you’ll get back every year, using a 10-hour workday.
1,560
Productivity Value
This metric is your estimated return on productivity gains every year.
$1,500,000
Try Macabacus today
Macabacus for Private Equity
Fewer clicks. Fewer errors. Faster deals.
Whether you’re modeling an acquisition, prepping an IC memo, or tracking performance across the portfolio, Macabacus helps PE teams work faster, stay accurate, and maintain firmwide consistency—without adding headcount.
Purpose-Built for Private Equity Workflows
Accelerate Deal Modeling
From LBOs to returns analysis, Macabacus helps you build and update models quickly with formula auditing, formatting automation, and shortcuts that save hours on every deal.
IC-Ready Materials in Record Time
Generate clean, compliant investment memos and decks with centralized content libraries, automated formatting, and live-linked data between Excel and PowerPoint.
Streamline Portco Reporting
Simplify quarterly updates and performance tracking with standardized templates and faster workflows—no more rework, no more inconsistencies.
Firmwide Standards, One Source of Truth
Macabacus ensures everyone—from associates to partners—works from the same templates, slides, and disclaimers. Consistency and speed, without compromise.
Frequently Asked Questions
We’re happy to answer any questions you have about Macabacus! Feel free to check out the help center, or email [email protected].
Can Macabacus help with portfolio company modeling?
Yes—Macabacus speeds up model updates and analysis while reducing risk of error, so you can focus on what the numbers mean—not just building them.
How does it help with IC decks and investment memos?
Use templates and shared libraries to create professional, on-brand materials fast, with live-linked data and zero formatting headaches.
Is Macabacus useful beyond the deal team?
Absolutely. Ops teams and IR professionals use Macabacus to standardize reporting, streamline internal deliverables, and ensure firmwide alignment.
What makes Macabacus different for PE firms?
It’s fast, flexible, and built for high-output teams that can’t afford to waste time on formatting, rework, or manual updates. It scales with your workflow.