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

8 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $384.00/year/user
    See pricing details
  • Pricing Details
    Pay-as-you-go subscription includes software, updates, support and training
  • Free Trial
  • 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 1,600 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!


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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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

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.

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
Likely
Extremely
Likely

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.

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.

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
Likely
Extremely
Likely

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

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
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

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.