FIG. 03INVESTMENT ANALYST · EXCEL
The model you can defend
The committee meets tomorrow. The company sent a data dump, not a model.
Recording
A model you can defend in committee.
- 01
Open a workbook and put the dump on the first sheet.
- 02
Open Excelsior and ask it to build a three-statement model from that dump.
- 03
Ask it to find hardcodes and broken formulas before you send the file.
- 04
Walk the checks. Anything you cannot explain, ask again.
A model you can defend in committee.