NewIntroducing Dynamic Excel Export
Venture Deal Modeling Reimagined
Preferred Insights brings cap-table modeling, return analysis, and dynamic Excel exports into one workflow.
SaaS Efficiency, Excel Flexibility
Features include Advanced Waterfall Modeling, guided Cap Table Setup, and Dynamic Excel Export. Preferred Insights streamlines your workflow with structured inputs, sample cap tables, and generated Excel formulas for faster insights.
Fast
Move from cap table setup to waterfall model export in one workflow.
Powerful
Model common venture financing instruments and ownership structures.
Flexible
Export a dynamic Excel model for offline review and customization.
Auditable
Review formulas and assumptions in the generated Excel model.
How It Works
From cap table to waterfall model in three steps.
Import a Preferred Insights JSON file or start with a sample cap table, then review the instruments and ownership before calculating.