Invest for Excel® by DataPartner is an Excel-based software solution designed for capital budgeting, financial modeling, investment analysis, and business valuation. It enables organizations to model, simulate, and compare investment projects, business plans, and financial scenarios using standardized methods. The software supports a wide range of financial processes, including profitability analysis, life-cycle costing, impairment testing, project financing, and mergers & acquisitions. Invest for Excel® is used by companies and advisors across industries to ensure consistency, transparency, and efficiency in financial decision-making. The solution includes pre-built models, tested formulas, and specialized functions for reporting, consolidation, and comparison, and is supported by training and consulting services.

Key Features

Capital budgeting and investment analysis Standardizes and streamlines investment evaluation.

• Simulate and compare multiple investment projects.
• Analyze profitability, cash flows, and ROI.

Financial modeling and business planning Supports comprehensive financial scenario analysis.

• Build business plans and test various assumptions.
• Model project economics and resource requirements.

Valuation and impairment testing Facilitates accurate business and asset valuation.

• Perform life-cycle costing and impairment tests.
• Support for mergers & acquisitions analysis.

Consolidation and reporting Enables organization-wide financial oversight.

• Consolidate projects and investments with one click.
• Generate standardized, comparable reports.

Excel integration and ease of use Leverages familiar tools and interfaces.

• Excel-based with pre-built models and formulas.
• Logical functionality and helpful functions.

Support and training Ensures effective adoption and use.

• Included support and free training for customers.
• Workshops and consulting services available.

Benefits

Standardization and comparability Ensures consistent and transparent financial analysis.

• Common tool and methodology across the organization.
• Enables apples-to-apples comparison of projects.

Efficiency and time savings Accelerates financial modeling and reporting.

• Pre-built templates and tested formulas.
• Fast modeling and logical workflows.

Improved decision-making Supports better investment and business decisions.

• Reliable simulations and scenario analysis.
• Clear, consolidated reporting for stakeholders.

Scalability and flexibility Adapts to organizations of any size and industry.

• Suitable for single projects or large portfolios.
• Flexible for various financial processes.