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Date Published

March 18, 2026

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Modeling exit scenarios used to require copying and pasting investment information into a rigid Excel template or tediously building one from scratch. With Excel’s new Claude Add-in and the Standard Metrics MCP, firms can now perform a waterfall analysis in seconds. The latest data in Standard Metrics will be pulled in for analysis, and models can be adjusted with a simple prompt.

 

Automate your portfolio reporting

Find out how you can:

  • Collect a higher volume of accurate data
  • Analyze a robust, auditable data set
  • Deliver insights that drive fund performance