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Automated Spreadsheet Aggregation & Due Diligence for Financial Analysis
A mid market private equity firm evaluating manufacturing acquisitions, analyzing hundreds of unstandardized financial spreadsheets, historical general ledgers, and trial balance files.
Runs onBodham- financial spreadsheet analysis and due diligence preparation
- 85%financial spreadsheet analysis and due diligence preparation
- accelerated target acquisition assessment cycles
- 3 weeksaccelerated target acquisition assessment cycles
How the work runs
The pressure that made this worth automating, the steps the system runs, and what came out the other side.
Pressure & Trigger Points
- Investment associates spent 40 hours per acquisition target manually cleaning, harmonizing, and consolidating messy Excel workbooks from disparate accounting systems.
- Varying chart of accounts structures and mismatched fiscal calendar columns led to calculation errors during EBITDA normalization.
- Due diligence timelines were compressed, risking missed bid deadlines or incomplete financial risk assessments.
The run · 5 operational steps
Click any step to inspect telemetry signals, model reasoning, and governance gates.
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Instant Multi File Spreadsheet Ingestion
Associates upload unformatted XLSX and CSV files directly into Bodham, which automatically detects data types, headers, and dates.
Real-time operational telemetry & queue
MCP grounded vector inference
Policy constrained with audit write-back
Verified Business Outcomes
- Financial spreadsheet analysis and due diligence preparation time reduced by 85%.
- Zero formula calculation discrepancies during investment committee financial reviews.
- Accelerated target acquisition assessment cycles from 3 weeks to 3 days.
Capabilities this relies on
- nl to query
- system connectors
- workflow orchestration
- evidence audit trail
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