Emblem for Excel
by Emblem PE
AI analyst inside Excel. Build models, pull financials from your deal docs, format cells in plain en
Emblem for Excel turns plain English into spreadsheets.
Stop alt-tabbing between data rooms, financial filings, and your model. Emblem for Excel is an AI analyst that lives inside the task pane, reads your workbook, talks to your deal documents, and writes results straight into your cells — with source citations you can click.
Build models from natural language. Describe what you want — "build a 5-year revenue forecast starting in A1 with assumptions in C1:C5" — and Emblem writes the values, formulas, and number formats for you. Need it on a new tab? Just ask. Need every header cell bolded with a dark-navy fill? Just ask.
Pull live data from your deal documents. Connect your Emblem account and Emblem for Excel can look up financials, deal terms, and operating metrics from the documents you've already uploaded to portal.emblem.pe. "Pull Tesla's last three quarters of revenue, EBITDA, and headcount and put them in H5 with a header row." Done — with hyperlinks back to the exact source page in each row.
Source-traceable outputs. Every figure pulled from a deal document comes with a clickable source pill in the chat and an optional hyperlink in the cell itself. Audit your model in one click instead of one hour.
Built for finance professionals. Emblem is purpose-built for the workflows institutional investors live in:
- Private equity & growth equity — LBOs, comps, IC memos, portfolio monitoring
- Investment banking — pitch decks, valuation models, sector benchmarking
- Family offices & fund-of-funds — manager diligence, allocation tracking, LP reporting
- Asset management — deep research, factor decomposition, thesis validation
Designed to fit Excel, not fight it. Read ranges, write ranges, batch-format dozens of cells in a single turn, insert hyperlinks, manage worksheets, open new workbooks — all from chat, all with native Excel undo (Ctrl/Cmd+Z) on every change.
Your data stays yours. Emblem for Excel only sees the cells you select or that you ask the AI to read. We never train any AI model on your data. SOC 2 Type II compliant. Read the full policy at emblem.pe/privacy.
Requires an active Emblem account at portal.emblem.pe. Don't have one? Start at emblem.pe/get-started.
App capabilities
- Can read and make changes to your document
- Can send data over the Internet