DataPartner Software

Invest for Excel


4.5 / 5
12 reviews

Who Uses This Software?

The software enables organizations to perform investment profitability analysis, financial modeling and valuation twice as fast, providing error-free calculations and assuring best return on capital


Average Ratings

12 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $384.00/year/user
  • Pricing Details
    Pay-as-you-go subscription includes software, updates, support and training
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • DataPartner Software
  • www.DataPartner.us
  • Founded 1987
  • Finland

About Invest for Excel

Software for capital investment analysis, financial modeling, and valuation. Over 1,700 international customers use Invest for Excel. With Invest for Excel, you can focus on your business numbers, rather than layout and formulas. "It's like being halfway done before you even started." Invest for Excel is used for investment analysis, cash flow modeling, business valuation, investment feasibility studies, investment appraisals, and forecasting. Book a presentation and see it for yourself!


Invest for Excel Features

  • "What If" Scenarios
  • Balance Sheet
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Project Budgeting
  • Run Rate Tracking
  • Version Control

Invest for Excel Reviews Recently Reviewed!


Great software for financial modelling and DCF analysis

Apr 03, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It streamlines the analysis process, significantly reduces the possibility of errors in formulas and helps to make calculations in less time than using standard excel spreadsheets.

Cons: Some glitches between Invest for Excel and MS Excel (crashes while updating graphs). It started to occur after one of MS Excel updates, so I believe Datapartner will have this fixed shortly

Overall: Better analyses for business plans and investment financial modelling. Less time needed to make a solid, error free model than with using plain MS Excel

Lots of functionality, but also possible to use in a simple way

Apr 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Easy to make investment calculations and cash flow analysis. There are lots of different functionalities in the software, but it can also be used in a straightforward simple way; when needed more details the whole P&L and BS can be simulated.

Cons: At first the layout seems quite messy, and needs some time to get familiar with. Some limitations e.g. with selecting the detailed calculation point.

Capterra loader

the best software for financial analysis

Apr 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. Professional reports. Speed in the analysis. Many languages. Easy to do analytical and projection charts.

Cons: The program could add more profitability indicators - NPVR, MNPV, MPI and an additional report with calculated break-even points and safety margins.

Overall: No errors in the calculation. Quick financial analysis. Professional reports.

I have used invest for financial modeling. The software is easy to use and effective.

Jun 21, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Effective tool. Creating a financial model is easy and the software reduces potential mistakes in cash flow calculations. Available analysis tools are good. The software has ready templates for sensitivity analyses. Creating own graphs is also fast. The investment comparison template is usefull for comparing different scenarios easily. Owerall the software makes financial modeling siqnificantly faster and easier by automating a large part of the process allowing you to focus on the analysis instead of excel building.

Cons: The software is build on excel this creates some minor technical limitiations. For example the software's own buttons don't have a tooltip of what they do when you hower hower ower them with your mouse. This would be a good feature when starting to use the software. However they are easy to learn.

Overall: A great tool for financial modeling im working on. Saves time and allows focusing on more important things like sensitivity analyses instead of manually calculating FCFs.

the software requires the acquisition of industry knowledge high price vs paid training

Jun 25, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money

Pros: flexibility

connection of new own sheets

the possibility of entering very detailed data

preparation of the financial forecast is very fast

the investment profitability analysis is very fast

investment profitability analysis very detailed - if you need one

Cons: hard to say , software is verry flexibility

if you are a user, you must have extensive knowledge, the software is not for users with a medium level of knowledge in finance

Capterra loader

the best in software very easy and practical

Jul 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Excellent software has templates ready for sensitivity analysis, Creating your own charts is also quick and very useful for easily comparing different scenarios and very detailed investment profitability analysis

Cons: it really does not have any disadvantages it is very practical and it saves you time the best in software to make a financial model

Capterra loader

Data Partner has so far helped us evaluate investment propositions in a quick and efficient way.

Apr 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: The ease of use and the use of advanced modelling techniques to provide relevant financial reports in a couple of clicks, makes it a useful tool.

Cons: The need to carry a thumb drive at any one time you need to use the application. Moving the Application fully online without the need to use the original drive will improve the ease of accessibility.

I have used Invest for Excel for 5 years. Have also participated training organized by DataPartner.

Apr 10, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very extensive functionality of the software (I'm an Enterprise-version user). Rather easy to use, if You have good experience and know-how in excel.

Cons: Loading of the software takes a lot of time - this "problem" may be linked with my own laptops' processing capacity.

Capterra loader

It is an easy use software with many features for business planning

Jun 27, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The fact that the software is build on Excel makes it easier to combine it with additional calculations.

Cons: The visualisation of the tables makes it somewhat difficult especially for customers to identify the important numbers.

Overall: Supporting customer in its corporate planning

Finance expert

Apr 03, 2018
4/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Provides functionality which is needed plus even more

Looks sophisticated in terms of functions

Good references

Cons: not sexy,

difficulties to look through the functions

only few graphics

notation is not convincing

Overall: Better decisions

Usefull tool

Apr 25, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Good support team, reactive. Structured way to present investment calculation and cash flows and compare investment opportunities.

Cons: If used on daily basis, use would be much smoother. Some flexibility would be appreciated to adapt soft ware to own specifique requirements.

Overall: Structured, systematic analysis of an investment.

Family Dollar Review

Dec 15, 2011
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Pros: Invest for Excel has worked perfectly for us for the last 5 years. We use it in a somewhat limited capacity but it has met all our needs.

Cons: None worth mentioning

Overall: I would highly recommend Invest for Excel to others for the same or similiar use.