Conduct Exit Waterfall Analyses in Excel

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.

 

How to set this up

Tools

• Claude
• Standard Metrics MCP. See here for set up details.
• Claude in Excel add-in

 

Prompt used in the video:

How much do we make if AirChair exits for $500M? Model this analysis leveraging data in Standard Metrics.

 

Tips

• Tracking liquidation preferences and financing terms in Standard Metrics? Adjust your prompt to make sure those get called.
• Ask Claude to make a dynamic dashboard to easily model different scenarios