From data room
to boardroom, with AI.
One platform. Two ways to work. Built for Investment Professionals.
Web Platform
Institutional analysis,
automated end to end.
Upload raw financials. Run your models. Export polished deliverables — in your firm's exact template, ready to send.
Any source.
Any format. Straight in.
Upload whatever the data room sends — Excel, PDF, PowerPoint, CSV. No cleaning, no reformatting. Drop the files and move on.
- Multi-format support — Excel (.xlsx), PDF reports, PowerPoint decks, and CSV exports. Native parsers for each format, no conversion required.
- Bulk ingest — upload the full data room bundle at once. Aladin identifies and separates each document automatically.
- Zero pre-formatting — raw files accepted as-is. Merged cells, inconsistent headers, multi-tab workbooks — handled without manual cleanup.
AI reads it.
You don't have to.
Aladin's extraction layer maps raw files to a structured financial model — income statement, balance sheet, cash flow, and KPIs — flagging gaps before analysis begins.
- Claude Vision for PDFs — reads tables, charts, and typed financials from any layout or scan quality. Scanned documents included.
- Native Excel parser — preserves formulas, sheet references, named ranges, and tab structure. Nothing lost in translation.
- Auto-structured output — data mapped to P&L, Balance Sheet, Cash Flow, and KPIs before analysis begins. Anomalies flagged for review.
Available financial models
Every variable exposed.
Every formula explained.
Aladin doesn't give you a summary — it shows you the full working. Every metric calculated, every assumption stated, every step in the model visible and interrogatable.
- Key return metrics — IRR, MOIC, Entry & Exit EV, Equity Value, EV/EBITDA — shown as a clear summary panel at the top of every analysis.
- Full assumptions transparency — entry multiple, hold period, revenue CAGR, EBITDA margin, leverage ratio — every input visible and editable before re-running.
- Scenario comparison — Base, Upside, and Downside side by side, each with its own return profile and key metric delta.
- 2-variable sensitivity tables — IRR vs entry multiple × exit multiple, EV vs EBITDA growth × margin — generated automatically for every model.
- Formula-level workings — every calculation shown step by step, with the logic and formula behind each figure explained in plain language.
Take results anywhere.
Four ways to turn an Aladin analysis into a deliverable — from client-ready PDFs to a fully editable Excel model you can keep refining with AI.
Results in your firm's exact format.
Upload your company's PowerPoint, Excel, or PDF template once. Every analysis Aladin produces will be structured, formatted, and branded exactly to your standards — ready to send to a client or LP without manual reformatting.
- Your logo, fonts, and colour palette
- Your section order and slide structure
- Your table and chart conventions
Everything managed from the dashboard
Excel Add-In
The same intelligence,
inside your model.
All of Aladin's AI power available directly in Excel — without exporting data or switching tools.
AI Chat.
Ask questions and issue commands in natural language. Aladin reads your actual sheets — up to 1,000×50 cells — and executes actions: formulas, new tabs, formatting — directly in your model.
Visual Schema.
Interactive dependency graph — up to 3 levels of precedents and dependents across sheets, with humanized formula labels. Audit any inherited model in minutes.
Rules & Prompts.
Define your firm's modelling standards once and Aladin applies them in every response. Save recurring instructions as reusable Prompts — run them in one click, every time.
AI Chat
Your model is the context.
Most AI tools know nothing about your spreadsheet. Aladin reads your actual sheets and uses them as live context for every instruction — no copy-pasting, no exporting.
- Writes real Excel formulas with correct regional syntax (EN / ES)
- Creates sheets, writes values, applies formats and styles
- Built-in anti-error rules — IFERROR before division, no entire-column references
- Never invents figures — only works with your real data
Rules & Prompts
Your firm's standards, automatic.
Stop repeating yourself. Rules let you define your modelling conventions once — output format, decimal precision, language, assumptions — and Aladin applies them in every response without being told. Prompts are your saved instructions: complex analysis requests you use repeatedly, ready to run in one click.
- Rules persist across all chats and sessions — set once, applied always
- Prompt library: save, organise, and reuse your most-used instructions
- Works for individuals and entire teams
Visual Schema
See your model's entire logic.
Forget blue arrows. Aladin renders an interactive graph of any formula — up to 3 levels across sheets. Double-click any node to jump to that cell instantly.
- Humanized labels: [Total Revenue] − [Total Costs] instead of =B12−B13
- Cross-sheet dependency tracking
- Onboard inherited models in minutes, not days
Complete capabilities
Everything you get.
Web platform and Excel Add-In — all included in every plan.
Scenario Analysis
Base, Upside, and Downside scenarios built into every model. Compare return profiles side by side with a single view.
Sensitivity Tables
2-variable sensitivity matrices generated automatically — IRR vs entry multiple, EV vs EBITDA growth — for every analysis.
AI Data Extraction
Claude Vision reads PDFs, scanned documents, and decks. Zero manual re-keying — even from messy data room files.
Multi-format Export
PDF reports, PowerPoint decks, and full Excel workbooks — in your custom template or Aladin's professional default.
Analysis Archive
Every past analysis stored with full lifecycle status. Search, filter by model type, reopen and rerun at any time.
Model Library
Browse all available financial models with full methodology docs, input parameter guides, and formula explanations.
Data Scope Control
Choose exactly which sheets the AI sees — essential for large models or when working with sensitive data.
Smart Formatting
Four modes: none, AI professional style, blend with existing sheets, or copy exactly from a reference sheet.
Template Reference
Attach an Excel or PDF as reference. Aladin replicates its structure, layout, and style in every new sheet it generates.
Conversation History
Every chat saved and resumable across sessions. Full audit trail — reopen any past conversation, continue or review.
Prompt Library
Save your most-used instructions and inject them with one click. Categorised, searchable — your personal command palette.
Regional Syntax
Auto-detects your Excel locale — correct function names and separators every time (SUMIF vs SUMAR.SI, comma vs semicolon).
Invest in your analysis workflow
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your analysis workflow?
Join investment professionals who close deals faster with Aladin.
No commitment. 30-minute session with our team.