Offset

Open your workbook, pick a sheet, and start by dropping in a ticker or a link to a filing. Offset pulls the figures you need and lays them into clean input ranges, with line items mapped to your model’s structure so you can plug in assumptions right away. From there, choose growth drivers or margin paths and let the tool draft a baseline forecast that you can edit cell by cell. Calculations flow through the tabs you already use, so you keep your own formulas and layout.

When it’s time to value the business, store base, bull, and bear cases and flip between them without rebuilding schedules. A cash flow schedule can be turned into a discounted analysis in the same workbook, with sensitivities that write back to the sheet. Results roll up to a summary tab you can hand to a stakeholder without extra cleanup.

On an earnings day, refresh the file to bring in the latest reported numbers and guidance. Periods roll forward automatically, variances are highlighted, and updates ripple through linked sheets. If an input moves, downstream pages reflect the change immediately.

For a comp set, paste a list of tickers and let Offset fetch and normalize metrics across the group. Units, calendar alignment, and definitions are standardized so your table fills consistently, and any gaps are flagged for review. Charts and summary blocks update as soon as the table does. more