DealSage in Excel

DealSage in Excel connects your spreadsheets directly to the DealSage deal intelligence platform. Seamlessly discover and import data from across your deals—financial statements, operational data, or customer sales—then export your Excel work back to DealSage for synthesis with the rest of your deal information.

Your Deal Data, Where You Work

Stop switching between tabs and copying data manually. DealSage in Excel brings your entire deal room into the spreadsheet, letting you pull in any table or analysis with a few clicks—and push your updates back to the platform instantly.

Seamless Platform Integration

Import from DealSage:

• Browse and select from all your active deals
• Pull P&L statements, working capital analyses, and EBITDA adjustment tables
• Import sales data cubes for customer concentration and revenue analytics
• Insert multiple tables at once with preserved formatting and structure

Export to DealSage:

• Save Excel tables back to the DealSage platform for permanent storage
• Upload sales data cubes with guided column mapping and validation
• Sync your spreadsheet work with all your other deal documents and analyses
• Keep deal data consistent across your team and your tools

AI-Powered Excel Agent

The built-in Excel Agent understands both your spreadsheet and your DealSage data. Chat naturally to:

• Read and analyze data across multiple sheets
• Search for specific values, formulas, or patterns
• Insert DealSage tables directly into your workbook
• Write formulas and values with overwrite protection
• Apply formatting—fonts, colors, borders, number formats
• Modify sheet structure: insert rows, freeze panes, create new sheets

Use # mentions to reference specific deals and tables in your conversations. The agent understands your workbook context—sheets, ranges, and data layouts—providing intelligent assistance tailored to your workflow.

DealSage in Excel is available to all DealSage platform subscribers with an active account.

Learn More:

• Visit dealsage.io to learn about the DealSage platform
• Contact support at app.dealsage.io/contact