Built for Investment Banking & PE Teams

If a model looks right,
that's when it's most dangerous.

We help investment teams catch plausible but wrong financial models — the kind that reconcile cleanly, pass first reviews, and still lead to bad decisions.

One missed modeling error can cost a deal. One caught error creates an asymmetric advantage.

Excel DesktopExcel for MacExcel Web

The Problem

Most models are technically "correct."

And still wrong. The most expensive errors come from structural and judgment issues that survive first-pass reviews.

0%

Models pass basic checks

0%

Still contain judgment errors

0 figures

Average cost of errors

What the spreadsheet shows

The statements tie
The formulas work
The checks pass
The model balances

What's actually wrong

Drivers jump without explanation
Line items move incorrectly
Adjustments are double-counted
Assumptions don't hold up

These are not Excel errors. They are judgment errors. They surface late, when the cost of being wrong is highest.

Documented Cases

This is not theoretical.

The most expensive failures came from models that worked — not broken formulas.

Hundreds of millions

Valuation understated by hundreds of millions due to a computational error during advisory work.

~$100M

PE equity value overstatement resulted in shareholders receiving $100M less than expected.

Nine figures

Incorrect date input caused nine-figure benchmark misevaluation, undetected for months.

These were not junior errors. They survived real review processes.

What We Do

Analyzed like a strong reviewer. Without fatigue.

Our system parses models and surfaces what doesn't make sense — and explains why.

Time Consistency

Across statements and schedules

Structural Integrity

Three-statement analysis

Equity & Debt

Bridges and roll-forwards

Driver Analysis

Implausible patterns

Linkage Check

Circular logic

Outliers

Illogical results

Chat interface

Ask questions the way a reviewer would. Get specific answers about your model.

Structured reports

Exportable intelligence for IC review, audit trails, and team collaboration.

Workflow Integration

Fits how deals actually happen.

Designed for real workflows, not textbook descriptions.

1

LOI / Early Phase

Validate EBITDA, sanity-check equity bridge, catch issues early

  • Fast decisions
  • Quick validation
  • Early error detection
2

Pre-Signing / SPA

Stress-test LBO structure, review financing logic, surface inconsistencies

  • Full LBO review
  • IC preparation
  • Due diligence support
3

Team Transitions

Help new team members understand inherited models quickly

  • Knowledge transfer
  • Model explanation
  • Quick onboarding

Case Studies

See what we'd flag in your model.

Real scenarios. Real errors. Real outcomes.

Billion-dollar mistake

Equity Bridge Error

Missing link poisons model

Balance Sheet Check

Opaque to explainable

Assumption Mapping

Deep dive

Revolver Q&A

Get Started

Installation takes two minutes.

Download the manifest and follow the steps below.

Excel Desktop2016 or newer
Excel for Mac2016 or newer
Excel WebSupported in browser

Installation Instructions

01

Download the Manifest

Click the download button to get the sharpe-ai-manifest.xml file

02

Open Excel Add-ins

Go to Insert > Get Add-ins > My Add-ins > Upload My Add-in

03

Upload the Manifest

Select the downloaded file and click Upload to add Sharpe AI

04

Start Analyzing

Activate the add-in and upload your first model to analyze