Kroll PCM Add-In for Excel

Introducing the Kroll Private Capital Markets (PCM) Add-in for Excel, a tool for asset managers operating in the private capital markets. The PCM Add-in empowers users with direct access to crucial data about their portfolios and the ability to utilize custom formulas directly within Excel, providing deeper insights and enhancing decision-making.

The PCM Add-in for Excel requires a subscription to the Kroll Private Capital Markets Platform. The credentials established for the web application will be required for accessing the PCM Add-in for Excel features.

Our dynamic tool allows PCM users to import detailed information about the instruments and companies they own, using our proprietary formulas, KCOV and KDP. These powerful functions transform your Excel spreadsheet into a comprehensive analytical tool:

- KCOV: With a single command, retrieve an organized list of instruments, companies, and valuations in the portfolios of your valuation teams. 

- KDP: This formula retrieves individual descriptive and financial data points, presenting an in-depth view of your portfolio components. By providing granular data at your fingertips, KDP equips you with the information needed for robust analysis and decision making.

Key Features, Functionalities, and Use Cases:

1. Real-Time Deal Models: With the PCM Add-in, you can update your deal models in real-time with up-to-date valuation information, ensuring that you always have the most accurate data at your disposal for decision-making.

2. Streamlined Data Update: The PCM Add-in significantly reduces the time required to update the data in your valuation reports. With clean and accurate data, you can focus on analysis and decisions, not copying and pasting data.

3. Instant access to portfolio data: Import any PCM data directly into your Excel spreadsheet, providing streamlined access to your most critical information.

4. Persistent data: Any data imported from the PCM Add-in will be saved upon saving the workbook. Even if you close or reopen the workbook, rename it, copy it, and so on, the data will remain live and available for updates at any time.

Technical Requirements:

For Windows x86 and x64 desktops and tablets, such as Surface Pro on Windows 10: 32- or 64-bit desktop or online version of Office 2016.

For Windows 7 and Mac devices: Office 365 Excel or Excel Online.

The PCM Add-in for Excel is to enhance the efficiency and effectiveness of asset management in private capital markets. Get started today and transform your Excel workflows with a single source of truth around your valuation data.