Automated Spreadsheet Aggregation & Due Diligence for Financial Analysis
A mid market private equity firm evaluating manufacturing acquisitions, analyzing hundreds of unstandardized financial spreadsheets, historical general ledgers, and trial balance files.
Run on Bodham · Conversational Analytics
The challenge
Investment associates spent 40 hours per acquisition target manually cleaning, harmonizing, and consolidating messy Excel workbooks from disparate accounting systems.
Varying chart of accounts structures and mismatched fiscal calendar columns led to calculation errors during EBITDA normalization.
Due diligence timelines were compressed, risking missed bid deadlines or incomplete financial risk assessments.
How Bodham solves it
Instant Multi File Spreadsheet Ingestion
Associates upload unformatted XLSX and CSV files directly into Bodham, which automatically detects data types, headers, and dates.
Autonomous Data Cleaning & Normalization
Standardizes disparate line items into unified financial categories, adjusting for fiscal year differences automatically.
Conversational Financial Aggregation
Analysts ask complex multi year questions such as calculating pro forma EBITDA adjusted for non recurring capital expenditures.
Automated Cash Flow & Revenue Waterfall Modeling
Generates dynamic revenue bridge charts, cost of goods sold breakdowns, and working capital requirement curves.
One Click Due Diligence Export
Exports auditable calculation paths and interactive financial summaries for investment committee presentations.
The outcome
- financial spreadsheet analysis and due diligence preparation
- 0%financial spreadsheet analysis and due diligence preparation
- accelerated target acquisition assessment cycles
- 0 weeksaccelerated target acquisition assessment cycles
Financial spreadsheet analysis and due diligence preparation time reduced by 85%.
Zero formula calculation discrepancies during investment committee financial reviews.
Accelerated target acquisition assessment cycles from 3 weeks to 3 days.
Representative scenario: a modelled industry situation showing how this accelerator applies. Figures are projections, not a named client result.
Capabilities used
Every accelerator is assembled from the same capability layer, so a workflow you adopt here shares its foundation with the rest of the portfolio.
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Bring us the version of this that you actually have.
Every engagement is fixed-scope and outcome-guaranteed. The scoping conversation starts with your systems, not with a template.