The AI Spreadsheet
Editor
Generate a P&L from a PDF, build a DCF, or update a returns model.

Backed and trusted by leading finance professionals





Powerful Financial Analysis Tools
Transform your financial workflows
Generate a P&L from a PDF
Performs manual data tasks and applies formatting.

Build a DCF
Builds actual spreadsheets with real formulas.

Update a returns model
Subset lets you model using natural language instructions.

Automate grunt work
Spend more time on the things that matter in an investment process.
Receiving a CIM
Today

Creating a teaser
Today

Data room access
Today

Post investment
Today

We want to build an amazing spreadsheet.
We used to spend 10+ hours a day in spreadsheets on Wall Street and loved Excel.
With the introduction of AI, people have been seeking new ways to create spreadsheets.
Why can’t we leverage AI to build spreadsheets the same way people leverage it to write docs, code, decks, generate images and more?
So we decided to build it ourselves.
We know the bar is extremely high, and we hope to exceed it. It might take a while, but we're committed. We've been working on this for more than 4 years.
We hope you'll join us on this journey.
Give Subset a try and let us know what you think.
