Dispatches
Use case

LBO model prep

Athena populates the input tab of your LBO template from a CIM and financials, with every input cited to the page or cell it came from, so the associate builds the model instead of re-keying the inputs.

LBO_inputs.xlsx (synthetic data)InputValueSourceCellLTM revenue$42.0MCIM, p14Inputs!C5LTM adj. EBITDA$9.1MCIM, p15Inputs!C7Capex$1.8MFS, p6Inputs!C11LTM adj. EBITDA $9.1M: CIM p15 (highlighted)Every input cited. Assumptions stay with the associate.
Fig. 01An LBO input tab populated from a CIM, with each input cited.
Input · what Athena does · output
  1. Input

    A CIM, the company’s financial statements, and your LBO template.

  2. What Athena does

    Extracts historical financials and key operating metrics, normalizes them to your template’s definitions, and writes them to the input tab with citations.

  3. Output

    A populated input tab of your LBO template, with a citation on every input.

Where a person decides

The associate reviews every input and owns the assumptions. Athena does not set the deal assumptions.

Example workflow

LBO model prep, start to finish

01CIM andfinancialsPlus your template02InputsextractedNormalized to yourterms03Template filledEach input cited04AssociatereviewsOwns the assumptionsLBO model prep from documents to a cited input tab.
Fig. 02From a CIM to a cited input tab in your LBO template.

Runs on: On demand, when a new deal reaches modeling. Works with: SharePoint, Excel, Outlook.

What it runs on
What customers say
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
VP-level AI leader · A Fortune 500 retailer
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
Analytics lead · A Fortune 500 retailer
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
Analyst · A global manufacturer
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
Manufacturing analyst · A global manufacturer
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
Manufacturing analyst · A global manufacturer
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
Global Sustainability lead · A global manufacturer
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
Audit lead · A global professional services firm
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
Audit lead · A global professional services firm
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
Audit lead · A global professional services firm
“It was PowerPoint... there was no kind of distinction between the two. So that was killer. And I literally had a meeting on it today, and people said how great it was.”
Sales analyst · A global CPG provider

Verbatim from customer calls. Customers anonymized.

Send us one CIM.

We will send back the result with the citations, and you review it.

Runs in your VPCNo training on your dataCitations on every claimApproval before anything sends