AI for Deal Teams
Secure financial modeling across the deal lifecycle
Turn deal materials into working financial models — faster, cleaner, and without breaking secure workflows.
Convexent is a modeling layer — not a document store, not a VDR, and not a replacement for your existing secure environment.
How it works
Upload deal materials (CIM, historicals, projections)
Convexent identifies drivers + builds a structured model
Review assumptions, run scenarios, export Excel outputs
How Convexent calculates results
We generate a structured Excel model
Assumptions, drivers, and formulas are assembled into a clean, auditable workbook.
Excel performs all calculations
Scenarios, sensitivities, and forecasts are computed using native Excel formulas.
You can download the exact model
At any time, export the live Excel file that produced the results you're viewing.
AI helps assemble and explore the model — Excel does the math.
Built for deal teams
Trust the math. Understand the context. Move with velocity.
Real Excel, real math
Convexent uses Excel as the calculation engine. Every scenario is computed in a real model you can download and audit.
Secure, upstream analysis
Build models from deal materials without leaving your secure workflow. Convexent is a modeling layer, not a document store.
Speed without rebuilds
Go faster because the model is structured, reusable, and exportable.
Use Cases
Use cases by deal phase
From early-stage analysis to diligence confirmation, Convexent covers the full lifecycle.
Before Contracts Are Signed
Model the deal before the deal exists
Go from CIMs and early financials to a working, pressure-tested model, fast, without breaking secure workflows.
- Turn pitch materials into a clean base-case model in minutes
- Stress-test management projections early (sensitivities + scenarios)
- Surface value drivers and risks before the mandate
Sell-Side Preparation
Prepare cleaner numbers, faster
Normalize historicals and projections, create a defensible base case, and package outputs that stand up to scrutiny.
- Normalize historicals and management projections
- Build a defensible base case and downside cases
- Highlight key drivers and key questions for management
Buy-Side IOI / LOI
Move faster with conviction
Rapidly evaluate opportunities, compare bids, and focus diligence where it matters most — without spinning up a new spreadsheet every time.
- Evaluate multiple opportunities with consistent templates
- Compare scenarios across bids and structures
- Identify diligence priorities before exclusivity
Diligence & Confirmation
Validate assumptions, not spreadsheets
Track assumption changes, tie findings back to drivers, and run structured downside cases as diligence evolves.
- Track assumption changes over time (what/when/why)
- Tie diligence findings directly to model drivers
- Run consistent downside and sensitivity analyses
Want the 10-minute walkthrough?
See how Convexent fits into your deal workflow.