Gain for Excel

The Gain for Excel add-in brings live intelligence on hundreds of thousands of private and public

companies directly into your spreadsheets.

With a single =GAIN.COMPANY(...) formula, you can pull financials, headcount, ownership,

industry classification, and hundreds of other data points, refreshable on demand and fully

integrated into the models you already work in.

Who it's for

Built for private equity and investment professionals, investment bankers, corporate development

teams, management consultants, and strategy leaders who need to move from screening to execution

without copy-pasting between research platforms and Excel.

What you can do

• Build private company deep dives with financials, growth rates, employee trends, and ownership

  history.

• Construct trading comparables across public peers with consistent multiples, currency

  conversion, and period alignment.

• Run deal screens at scale by pulling structured data for lists of companies in seconds.

• Refresh entire workbooks as financials update with no manual reconciliation or broken links.

How it works

Install the add-in from the marketplace and sign in with your Gain credentials. Any cell can

become a live data query using company IDs from the entity finder or exports from the app.

Build formulas by specifying the ID, metric, and relevant attributes (such as currency or period).

Values populate instantly and recalculate using Excel's native engine.

Pricing & subscription

The Gain for Excel add-in is included as part of your existing Gain subscription at no additional

cost. A Gain subscription is required to sign in and use the add-in. To request access or learn

more, visit https://www.gain.ai/company/contact.

Resources

• See the formulas in action:

  https://app.gain.pro/excel-add-in/gain-excel-template.xlsx

• Let Claude write Gain formulas for you:

  https://app.gain.pro/excel-add-in/gain-excel-claude.skill

Requirements

Excel 2019 or later on Mac & Windows Desktop. Excel for the web and mobile are not supported.

About Gain

Gain is a private markets intelligence platform used by leading PE firms, investment banks, and

advisory firms to source, qualify, and execute deals faster. The Excel add-in extends this into

Excel.