Name: Invest for Excel
Price: 437.5 USD
Rating: 7 (1 reviews)
Author: DataPartner Software

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Audit

Board Management

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

Application Delivery Controllers (ADC)

Bot Mitigation

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Data Pipeline

Desktop Management

Desktop Outsourcing

Extended Detection and Response (XDR)

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Network Performance Monitoring

Relational Database Management Systems

Smart Contracts

Tape Storage

Vulnerability Management

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Contact Management

Content Management

Contest Management

Digital Asset Management

Email Marketing

Gamification

Marketing Automation

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Multichannel Retail

Presales

Sales

Certificate Lifecycle Management

Database Security

GDPR Compliance

Security

Construction Accounting

Hotel Management

Loan Servicing

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

ReportsNow

Crowdtap

FastPIPE

FastEST, Inc.

AspenOne Supply Chain Management

Aspen Technology

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

Aras PLM

Aras Corporation

Frosmo

Frosmo Ltd

Invest for Excel, developed by DataPartner, is a financial analysis and modeling tool specifically designed for capital budgeting, financial modeling, and valuation purposes. This software is targeted towards businesses, nonprofits, and their advisors, catering to the needs of finance professionals, business analysts, investment managers, project managers, and financial consultants across various industries.

## Key Features

**Capital Budgeting**: According to the vendor, the software allows users to perform detailed capital budgeting analysis to evaluate the profitability and financial viability of investment projects. Users can analyze project cash flows and financial metrics to make informed investment decisions.

**Financial Modeling**: The vendor claims that users can build sophisticated financial models in Excel using pre-built templates that include formulas, financial statements, and analyses. The software enables users to test various assumptions, simulate business outcomes, and compare alternative projects to optimize financial planning.

**Valuation**: According to the vendor, the software offers comprehensive business valuation analysis capabilities. Users can determine the intrinsic value of a company or project by applying different valuation methods such as discounted cash flow (DCF) and multiples. This allows users to assess the financial attractiveness of investment opportunities.

**Profitability Analysis**: The vendor states that the software enables users to evaluate the profitability of different scenarios by analyzing revenue, costs, and profitability drivers. Users can perform sensitivity analysis to understand the impact of changing variables and identify potentially profitable business opportunities.

**Life-cycle Costing**: According to the vendor, the software allows users to calculate the total cost of ownership over the life cycle of an asset or project. Users can consider all costs including acquisition, operation, maintenance, and disposal. This feature helps users assess the cost-effectiveness of different alternatives and optimize decision-making based on long-term cost considerations.

**Impairment Testing**: The vendor claims that the software provides tools for assessing the impairment of assets. Users can determine the recoverable amount of an asset or cash-generating unit and perform impairment tests based on different accounting standards. This feature helps users evaluate the impact of impairment on financial statements.

**Project Financing**: According to the vendor, the software offers capabilities to analyze the financial feasibility of project financing options. Users can evaluate different funding sources and their costs, and assess the financial impact of debt and equity financing. This allows users to optimize the capital structure of a project.

**Cash Flow Modeling**: The vendor states that the software allows users to build comprehensive cash flow models to analyze cash inflows and outflows over time. Users can incorporate different cash flow components such as operating, investing, and financing activities to assess the liquidity and financial health of a project or company.

**Mergers & Acquisitions**: According to the vendor, the software provides features to evaluate the financial impact of mergers and acquisitions. Users can perform financial due diligence on target companies, assess the synergies and potential risks of a merger or acquisition, and determine the financial attractiveness of the transaction.

Lite

Standard

Enterprise 

LivePlan is business plan software for entrepreneurs.  Features include the pitch creation, sample plans, financial assessments, and performance dashboards.

LivePlan Premium

LivePlan Standard

LivePlan

Float is a cash flow forecasting solution that is designed to integrate with a company’s existing accounting software to create cash flow analytics.

Essential

Premium

Float Cash Flow

Invest for Excel

Budgeting and Forecasting

DataPartner Software

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Budgeting Tools

Allot financial resources to guide your organization's spending

Automated Budgeting

Automated reporting and cash flow tracking reacts to real-time changes to more efficiently plan budgets.

Financial Planning Collaboration

Collaboration tools coordinate finance team members’ budgeting-related task completion through file sharing and chat features.

Budget Customization

Customizable templates and forms for performance visualization

Departmental Budgeting

Division of budget across multiple departments according to an individual team's spending and resources.

Import & Export Tools

Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Budgeting and Forecasting Software

Invest for Excel

Overview

What is Invest for Excel?