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Microsoft ecosystem

Colabra &
Excel

Import and process Excel spreadsheets including financial models, data exports, and schedules.

Read the integration guide

In your workflow

What you can connect

  • Import Excel files
  • Process spreadsheets
  • Support for .xlsx and .xls
  • Bulk import support

How it fits the deal

From connected files to a reviewable finding

  1. 01

    Choose the evidence

    Select the Excel records relevant to the deal and the review you want to carry out.

  2. 02

    Review the extracted information

    Inspect the terms, figures, or issue signals alongside their source documents.

  3. 03

    Resolve the open questions

    Turn missing support into a focused request and keep the answer with the issue that raised it.

Start withDeal evidence from Excel
The review question

Do the revenue schedules reconcile?

Compare the subsidiary schedule with the consolidated figure and trace any difference to the underlying amounts and exchange rate.

Open the workflow guide

Inside the work product

Explore a
diligence review

Browse a sample software investment review, the findings behind it, and the requests that move the review forward.

ColabraProject Northbridge

Investment team · Working review

Software investment review

Executive view

Reconcile the translated revenue, confirm customer consent requirements, and complete the contributor IP record before concluding the review.

Matters for attention

01
Currency reconciliation

The stated rate implies $1,296,000, leaving a $24,000 difference to explain.

Revenue schedule · European subsidiary
02
Customer consent

Confirm whether the proposed transaction triggers consent before relying on the contract at close.

Acme customer agreement · §12.3
03
Missing IP assignment

The supporting records do not yet establish the transfer of this contributor’s work.

Engineering contractor file · document index

Evidence reviewed

  • Revenue schedules
  • Customer agreements
  • Engineering assignment records
Prepared for investment review01
Follow the complete workflow

Bring your workflow

Walk through your Excel setup with us, including the records, access, and review process your team needs.

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