Capital budgeting, investment appraisal & valuation: Invest for Excel®

Trusted by 2000+ leading organizations worldwide

Protect your profitability.

Use the power of Invest for Excel® software for financial modeling and set yourself up for success. Get the instant profitability appraisal, sensitivity and risk analysis, fast. Make decisions based on calculations you can trust.

Plan an investment

Plan cost-savings

Develop business

Plan for M&A

Acquire financing

Simulate a business proposal

Plan for innovation or modernization

Model projects and ideas

And more.

Plan an investment

Plan growth or de-growth

Develop business

Decarbonize

Plan sustainability transformation

Plan digital transformation

Modernize

Innovate

Change towards circular economy models

Sell or buy companies

Acquire financing

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Make financial assessments
with confidence.

It's clear – this business
proposal looks profitable.

Create financial models, your way.

Build the financial model 100% aligned with your assumptions.

You define calculation term, periodization, detailed input parameters, and how they change. Plan, analyze, and simulate cash flows with flexibility and ease.

Get analysis of your project economics.

Gain insights into profitability, DCF-profitability, sensitivity, risk and more.

Save Valuable Time.

Cut down the time required to construct financial appraisals by approximately 50-80%. Free up time for impactful simulations and business analytics.

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Standardize capital budgeting calculations and the assessment process across your entire organisation.

Invest for Excel brings speed, consistency and transparency to the entire capital budgeting process thanks to its pre-built models, formulas, analytics and powerful functions. Prioritize your investments with confidence.

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Invest for Excel new calculation file window

Unify your calculations approach with the pre-automated, interlinked financial statements and analyses to make informed decisions.

Snellman testimonial cover for DataPartner

I can highly recommend Invest for Excel® for anyone working with investments and who needs to prioritize between different investment options.

DataPartner customer testimonial - Bostaden

"By using Invest for Excel®, we not only get a uniform way of doing the calculations, but also a program with ready-made formulas, which significantly reduces the chance of errors in calculations. This in turn leads to a feeling of familiarity and trust when working with calculations."

Carin Andersson

Chief Financial Officer at AB Bostaden Bostaden i Umeå

DataPartner customer testimonial - Kraftringer

"Most energy companies and their marketing managers could draw great benefit from Invest for Excel®."

DataPartner customer testimonial - Mercedez-Benz Group

For us it was crucial that Invest for Excel® has a very high degree of flexibility. – We also value highly that the calculation rules are exhaustively tested and are protected against changes.

Equip yourself for everyday success.

Safeguard your reputation, capital and resources

Many self-made spreadsheets harbor errors. Eliminate mistakes with Invest for Excel®.

Gain standarised approach and transparency

Reviewing calculations created by others can induce uncertainty. There are risks for misunderstanding or breaking a model. Make author-independent models in Invest for Excel that are easy to understand, compare, modify and share.

Make high-quality ad-hoc calculations

Be ready to swiftly project and analyze your opportunities and threats. Get ready for negotiations.

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Comparison table Invest For Excel illustration

Compare results from different files, on-click. Review alternatives side-by-side.

Develop your calculations according to
the best practices, fast.

Use one tool for your various cash flow modeling needs.

Utilize Invest for Excel® for:

Feasibility studies of your projects, investments or business ideas

Cost-savings calculations

Modernization appraisals – instantly calculate the cash flows of a planned change versus status quo

Techno-economic feasibility studies including integration of technical parameters, assets utilisation and the cash flow projections

Business plans

Business valuations

Financing planning

A commercialization plan for your innovation

Demonstration of the business value and profitability of your offering to your customers

Impairment tests

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Start successfully delivering financial models and analyses, you can trust.

Establish an effective capital budgeting process organization-wide – just like global leaders.

What may seem complex and challenging becomes achievable with Invest for Excel® software. Standardization is the key to high-performance capital budgeting. Ensure consistency in calculations, allowing for apples-to-apples comparisons of investments, projects, and plans. Set guidelines aligned with your strategy to make better decisions.

Accelerate time-to-market

Gain speed in the investment decision-making process with consistent approaches, comparable calculations, and insightful reports.

Meet the requirements of corporate reporting

Effortlessly create timely consolidated reports and investment proposals using specialized functions such as Investment Proposal, Margin Calculation, Comparison, Consolidation and more.