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Home Solutions Private Equity Custom Reporting

Create Custom Reports and Presentations

FactSet’s tools for Microsoft Office let you efficiently retrieve, analyze, check, and present data. Reduce the time it takes to create models and presentations while enhancing the consistency of your data.

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  • Leverage FactSet's dynamic, time-saving tools to create and update Excel models
  • Easily generate key staples of financial models such as growth drivers and price/volume buildups, and scenario and lookup tables
  • Automatically customize models, documents, and presentations with your firm’s formats and branding
  • Easily update and present formatted and scrubbed financials to reduce the time it takes to create presentations
  • Automatically color-codes cell entries as you type, making it easy to differentiate inputs, formulas, and links. Apply AutoColor to specific cells, a single worksheet, or an entire workbook at once
  • Choose from a variety of sample models, such as Discounted Cash Flow, Quick Comps, and Weighted Average Cost of Capital
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