Private Equities
XL

Microsoft Excel

The universal spreadsheet for financial modeling

4.6From $6.99/moBest for Every PE analyst building deal models
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Modeling Spreadsheet Ubiquitous

Overview

Microsoft Excel remains the backbone of financial modeling in private equity, used for LBO models, valuations, and diligence analysis. Its flexibility, ubiquity, and add-in ecosystem keep it central to deal work despite newer alternatives.

Key features

  • Flexible spreadsheet modeling
  • LBO and DCF templates
  • Data connections and Power Query
  • Add-ins (Capital IQ, PitchBook)
  • Charting and analysis

Pros

  • Universally known by dealmakers
  • Unmatched flexibility
  • Rich add-in and template ecosystem

Cons

  • Error-prone in complex models
  • Limited collaboration and governance

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