Build the model. Audit the logic.
Defend the decision.
Sharpe AI generates and audits Excel-based financial models using tested forecast drivers, source-linked assumptions, valuation logic checks, and evidence trails, so finance teams can move from raw financials to review-ready models faster.
Built for finance teams that need more than a fast model. They need a model they can explain, challenge, and defend.
What Sharpe AI Does
Not another spreadsheet assistant. A financial model control layer.
Sharpe AI does not just help teams move faster in Excel. It helps them build models that can be checked, challenged, and defended.
Build the model
Create DCFs, forecast schedules, cost of capital, terminal value, sensitivities, and equity bridges from workbook evidence.
Interrogate the model
Stress-test the assumptions, formula logic, forecast drivers, and claims bridge before the model reaches a client, lender, board, or investment committee.
Defend the model
Leave behind the evidence trail a reviewer needs: what was sourced, what was tested, what was chosen, and what still deserves review.
The next generation of financial models will need a control layer. We are building it.
See the control layer on your own model.
Book a DemoThe Problem
Every serious decision waits on a model.
The acquisition, the credit approval, the board sign-off. All of it waits on a workbook. And models get made one of two ways.
Dead end 01
The manual way
weeks. This is where the decision waits
Weeks of building. Days of cell-by-cell review.
Thousands of linked cells, checked by tired eyes at midnight.
Every new version a chance to break something that worked.
0
tabs in a live deal model
0+
cells to check by hand
v0
versions before signing
Slow enough to delay the decision. Manual enough to miss the error anyway.
Dead end 02
The generic-AI way
Same workbook. Same question: "What is this company worth?"
Run 1
$36.66
per share · fully confident
Run 2
$27.06
per share · fully confident
26% apart, and no way to tell a reviewer why
A full model in minutes. Assumptions typed, not tested.
Ask twice: same file, two answers, 26% apart.
No sources. No tests. No trail a reviewer can follow.
0
runs, same workbook
0%
apart, both confident
0
sources a reviewer can check
Fast enough for tomorrow's meeting. Unaccountable enough to fail it.
The false choice
Teams have been told to pick: speed or defensibility.
Sharpe AI runs AI generation under review discipline: tested forecast drivers, checked mechanics, an evidence trail behind every number. Fast, and defensible.
Most models are technically "correct." And still wrong.
Bring us a model. We'll show you the difference.
Book a DemoHow It Works
Every number needs a chain of custody.
A forecast number should not simply appear because it sounded reasonable. It should have:
Read the workbook
Sharpe AI reads the workbook into a financial logic graph. Not just which cells feed which, but how the business logic connects: statements, schedules, drivers, and the assumptions behind them.
Test the forecast logic
Before a forecast method is used, Sharpe AI checks whether it would have worked on the company's own past data. Methods that cannot beat a simple baseline are flagged, not hidden.
Build the valuation model
Review-ready DCF outputs, supporting schedules, cost of capital, terminal value logic, sensitivity tables, and equity bridge calculations.
Verify the mechanics
Ties, formulas, per-share math, bridge claims, terminal value: the model-critical calculations get checked.
Mark the evidence
What is evidence-backed, what is a judgment call, and what still needs human review, visible on every line.
Acme_Industrial_FY24.xlsx
Reading structure…Financial logic graph
cells + the business logic between them
One workbook, five gates. Watch the evidence trail accumulate.
Read the workbook
Sharpe AI reads the workbook into a financial logic graph. Not just which cells feed which, but how the business logic connects: statements, schedules, drivers, and the assumptions behind them.
Test the forecast logic
Before a forecast method is used, Sharpe AI checks whether it would have worked on the company's own past data. Methods that cannot beat a simple baseline are flagged, not hidden.
Build the valuation model
Review-ready DCF outputs, supporting schedules, cost of capital, terminal value logic, sensitivity tables, and equity bridge calculations.
Verify the mechanics
Ties, formulas, per-share math, bridge claims, terminal value: the model-critical calculations get checked.
Mark the evidence
What is evidence-backed, what is a judgment call, and what still needs human review, visible on every line.
Watch the chain of custody build on your own workbook.
Book a DemoWorkflow Integration
Fits how deals actually happen.
Designed for real workflows, not textbook descriptions.
LOI / Early Phase
Validate EBITDA, sanity-check equity bridge, catch issues early
- Fast decisions
- Quick validation
- Early error detection
Pre-Signing / SPA
Stress-test LBO structure, review financing logic, surface inconsistencies
- Full LBO review
- IC preparation
- Due diligence support
Team Transitions
Help new team members understand inherited models quickly
- Knowledge transfer
- Model explanation
- Quick onboarding
See it inside your own deal process.
Book a DemoThe Question Everyone Asks
"How is Sharpe AI different from Claude?"
Fair question. So we tested it the uncomfortable way: same workbook, same valuation task. Claude for Excel vs Sharpe AI.
Three spreadsheets. Two AI tools. One question: which number can you defend?
Claude can help draft a model. Sharpe AI is being built for the layer that decides whether the model deserves to be trusted.
See It In Action
Watch Sharpe AI work.
Real models. Real errors. Real walkthroughs.
Billion-dollar mistake
Equity Bridge Error
Missing link poisons model
Balance Sheet Check
Opaque to explainable
Assumption Mapping
Deep dive
Revolver Q&A
Want the live version of these walkthroughs?
Book a DemoBring us a model you need to trust.
A valuation model. A DCF. A messy workbook. A first draft from AI. A model your team is about to send to a client, lender, board, or investment committee.
Sharpe AI helps build the model, audit the logic, and show the evidence behind the number.
Prefer To Explore First?
Install the Excel add-in.
Installation takes two minutes. Download the manifest and follow the steps below.
Installation Instructions
Download the Manifest
Click the download button to get the Sharpe AI manifest file
Open Excel Add-ins
Go to Insert > Get Add-ins > My Add-ins > Upload My Add-in
Upload the Manifest
Select the downloaded file and click Upload to add Sharpe AI
Start Modelling
Activate the add-in and open your first workbook to build and audit a model
Prefer a guided walkthrough instead?
Book a Demo