Blog
Working capital schedule built with AI in Excel, shown on a laptop next to Chris Reilly

Working Capital Schedule: Building a Better One With AI

6 minute read

Tips | AI Financial Modeling

Balance sheet not balancing: checking net income, depreciation, and cash flow links in a three statement model

Balance Sheet Not Balancing? 3 Reasons and How to Fix It

8 minute read

Fundamentals

AI financial modeling example: ARR roll-forward schedule with an audit flag on sales days

AI Financial Modeling: 90 Minutes Without Touching the Spreadsheet

4 minute read

Tips | AI Financial Modeling

Days Inventory On Hand: The Working Capital Metric That Drives Cash Conversion

Days Inventory On Hand: The Working Capital Metric That Drives Cash Conversion

10 minute read

Fundamentals

Chris Reilly using Claude to compare two financial models, with a Variance Report on a laptop screen

Compare Two Financial Models at Once With Claude

8 minute read

Tips | AI Financial Modeling

A financial model executive summary built with AI, showing the PE sponsor prompt and the KPIs it surfaced

Financial Model Executive Summary: Where AI Really Shines

4 minute read

Tips | AI Financial Modeling

Why Is EBITDA Built That Way?

Why Is EBITDA Built That Way?

3 minute read

What's With These EBITDA Adjustments?

What's With These EBITDA Adjustments?

8 minute read

How Passive Income Changes the Game

How Passive Income Changes the Game

12 minute read

I'll never forget when a VP told me this in my early Private Equity days...

I'll never forget when a VP told me this in my early Private Equity days...

1 minute read

A 𝗰𝗵𝗲𝗮𝘁 𝘀𝗵𝗲𝗲𝘁 for the Sources & Uses:

A 𝗰𝗵𝗲𝗮𝘁 𝘀𝗵𝗲𝗲𝘁 for the Sources & Uses:

1 minute read

5 Little Excel Shortcuts I Didn't Know Existed...

1 minute read

I Know What EBITDA is... But Why Is It Built That Way?

I Know What EBITDA is... But Why Is It Built That Way?

3 minute read

How I build Private Equity

How I build Private Equity "roll-up" models...

3 minute read

5 Must-Have Skills for Success if You're A New Financial Analyst

2 minute read

Interview with Josh Aharonoff!

Interview with Josh Aharonoff!

6 minute read

The Actual Big 4

The Actual Big 4

8 minute read

Getting Traffic to Your Website

Getting Traffic to Your Website

8 minute read

An Intro to Automation - Where To Start?

An Intro to Automation - Where To Start?

5 minute read

Build a Basic Website

Build a Basic Website

5 minute read

I'm pretty good at Excel...

2 minute read

Your 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲𝗱 𝗕𝘂𝘆-𝗜𝗻 — demystifying Private Equity one term at a time.

2 minute read

Everyday I use Excel, Krisp, Loom, & Zoom

2 minute read

I often post on LinkedIn about FP&A

3 minute read

7 Ways to Forecast Revenue and Generate Growth

7 Ways to Forecast Revenue and Generate Growth

6 minute read

My Secret Weapon For High-Quality Backlinks

My Secret Weapon For High-Quality Backlinks

6 minute read

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