Extract

From document to model, without leaving Excel.

Private market teams spend hours pulling data from PDFs into spreadsheets. Extract reads the documents and populates your models automatically.

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Portfolio_Model.xlsx
Q1 2025
Q2 2025
Q3 2025
Revenue
$142.3M
$156.8M
EBITDA
$38.1M
$42.7M
Net Income
$21.6M
$24.9M
Debt / EBITDA
3.2x
2.9x
Cash
$18.4M
$22.1M
Q3_2025_Quarterly_Report.pdf

Quarterly Financial Report — Q3 2025

Prepared for: Portfolio Review Committee

Total Revenue .......................... $171.2M

Cost of Goods Sold ................. ($98.4M)

Adj. EBITDA .............................. $47.3M

D&A Expense ........................... ($12.1M)

Net Income ................................ $28.4M

Interest Expense ...................... ($6.8M)

Leverage Ratio (Debt/EBITDA) .. 2.7x

Current Ratio ............................. 1.8x

Cash & Equivalents .................. $25.7M

Working Capital ........................ $31.2M

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Any document, any layout

Different issuers, different formats. No more manually scrolling through PDFs to hunt down line items.

Easy to audit

Every extracted value links back to the exact page and line in the original document. No faith required.

Lives inside your models

An Excel add-in, not another platform to learn. Work within your existing templates and workflows.

Your models should populate themselves.