Home Products Capital Markets Models & Presentations

Models & Presentations

Create powerful and dynamic models, presentations, investor profiles, and pitches.

With FactSet’s modeling and presentation tools you can create weekly equity market updates, build models, reports, and presentations in Excel, Word, and PowerPoint with custom data formatted to reflect your firm's corporate identity.

Enhance the consistency of your data and reduce the time it takes to compile data into presentations. 

Audit and present data within Microsoft Office

  • Double-click numbers in online HTML filings to automatically import the data into Excel
  • Generate an audit trail back to a number's exact location in the source document
  • Insert financial spreadsheet staples, such as growth drivers and scenario tables, into your spreadsheets in seconds
  • Update your documents in real time, while preserving the document’s formatting 

Create Dynamic Presentations

  • Build powerful models and automate pitchbook creation
  • Customize reports and presentations to reflect your firm's corporate identity

Identify Potential Investors

  • Analyze side-by-side holdings of a company and its peers
  • Prepare presentation-ready investor profiles
 
Request Information
On FactSet's sell-side solutions
Comments
Comment