Choose Your File
Upload your filled SEC_Input_Template.xlsx and all fields will be automatically mapped to the form. You can then review, edit, and generate the PPTX.
- Upload your filled
SEC_Input_Template.xlsx - All cells are read and mapped to form fields (Input sheet + Credit Metrics fallback)
- Review the data in each section, make edits if needed
- Click Generate PPTX to create the one-pager
Supported cells: C2-C7 (company), C10-C17 (exec summary), C19-C24 (transaction), D24-F32 (group financials), C97-C100 (entity names/consolidation), D102-F119 (solo+borrower financials), C34 (footnote), C36-C48 (ownership), C51-C55 (products), B65-E70 (exports), B76-C95 (terms), B143-E148 (banks)
Company Information
Basic information about the borrower and the facility being arranged.
Executive Summary
Suggested 5 bullets (expandable to 8): 1) Sector & track record, 2) Group companies, 3) Export profile, 4) Shareholders, 5) Facility details. Keep each under 200 characters for best layout.
Transaction Information
Key details about the transaction structure.
Financial Data
Three entities, three years each. Charts use Group Consolidated data. KPI table shows all entities with data. Monetary values in 000s, percentages as decimals (0.15 = 15%).
Ownership Structure
Define the corporate hierarchy: UBO → Holding → Subsidiaries. First subsidiary is treated as the Borrower.
Products & Operations
Slide 1 shows 2 bullets: Product Description + Revenue Split. Slide 2 shows all sections as detailed text. Each field gets a bold title in the PPTX.
Export Geography
Define export destinations as percentage of total revenue. Chart will show "Destination — X%" format. Shares should sum to ~1.0.
Terms & Conditions
Indicative terms for the facility. Each row becomes a row in the terms table.
Bank Exposure & Collateral (Group Consolidated)
Group consolidated banking relationships and exposure details. A footnote will appear below the table in the PPTX.
Financial Analysis
Data flows automatically from Transform to Analysis. No manual input required here.
Financial data is auto-populated from the Transform module after file processing.
Financial Modeling & Valuation
DCF, Trading Comps, Precedent Transactions, LBO Screen — all-in-one valuation toolkit.
Load Financial Data
Financial Analysis data is synced automatically to populate assumptions.
| Company | EV/EBITDA | EV/Revenue | P/E |
|---|
| Target | Acquirer | Year | EV/EBITDA | EV/Revenue |
|---|
Capital Advisory Workspace
Simple first screen with point-in-time view. Use year and perspective filters to move between company and group context.
Capital Timeline
Year-by-year events up to the selected as-of year. Keeps history contextual and avoids data overload.
Capital Transactions
Deals and financing events with simple year/type/search filters.
Capital Structure Map
Simple org and role view for holdco, borrower and subsidiaries as of selected year.
Financial Data Transformation
Upload client financial files (VUK Excel, BDR PDF, Mizan) and automatically transform into the standardized VUK Raw Data format.
1. Upload Financial Document
Generate One-Pager
Review validation status and generate the PPTX presentation.
Forecast Engine
Request sector, macro, valuation, credit and modeling insights through the SEC Forecast Engine.
Presentation Verbal Assistant
Secure RAG workflow: ingest company folders, retrieve relevant evidence, generate verbal sections with citations, then complete human review.