Invest for Excel® can be purchased as a recurring subscription or as a one-time license fee. Choose your plan below!
Updates for Invest for Excel®
One complimentary participation per user per year
By phone, email and online chat
| Functionality | Lite | Standard | Pro | Enterprise |
|---|---|---|---|---|
| Flexible definition of calculation term, length of interval periods, discount rate, tax rates and more. | ||||
| Ability to specify multiple capital expenditure outlays, each with its own depreciation method and option for residual value. | ||||
| Profit and Loss statement. | ||||
| Working capital calculation. | ||||
| Cash flow statement. | ||||
| Profitability Analysis Report including investment profitability indicators such as NPV, IRR, payback, RONA, EVA, DCVA and more. | ||||
| A wide variety of sensitivity analyses using charts and tabular reports. | ||||
| Ability to calculate break-even points using any input variable. | ||||
| Everything included in Lite. | ||||
| Comparison of various investment options and scenarios. | ||||
| Margin calculation (the marginal effect of an investment as compared to the status quo, e.g. a modernization project). | ||||
| Functionality for creating customized charts and sensitivity analyses. | ||||
| Ability to create up to 3 levels of hierarchy, so the rows within a model can be easily categorized and shown or hidden. | ||||
| Everything included in Standard. | ||||
| Financial ratios and DuPont analysis. | ||||
| Automatically generate the Balance Sheet. | ||||
| Automatically generate the Investment Proposal. | ||||
| Multi-currency functionality. | ||||
| Languages: English, German, Spanish, Swedish, Finnish, Polish, Russian and Bulgarian. | ||||
| Partial or full locking of calculation files. | ||||
| Rolling of forecast periods. | ||||
| Monte Carlo Simulation. | ||||
| Everything included in Pro. | ||||
| Project financing module & liquidity planning. | ||||
| Consolidation of multiple calculations into one summary file, supporting eliminations. | ||||
| IFRS and US GAAP impairment test. | ||||
| Valuation for acquisitions, mergers, and business sales. | ||||
| Perpetuity extrapolation for valuing an entity in a going concern situation. | ||||
| Profitability calculation based on Free Cash Flow to Equity (FCFE). | ||||
| Integration with Microsoft SharePoint. |