Partner-friendly dashboards from LBO model data
A European private markets firm is exploring Airtable to ingest key inputs and outputs from Excel LBO models, building partner-friendly dashboards and using AI to generate summaries of multi-year projections and scenarios. The plan gives senior partners faster insight without standing up a heavy Snowflake setup for lighter datasets.
The problem
LBO models in Excel hold the detail deal teams need, but senior leadership cannot read them quickly, so someone builds an executive summary by hand every time. Financial data sits fragmented across model files and a heavier Snowflake setup.
What they built
Deal teams, Senior Partners, and Data & Analytics are exploring an Airtable workflow that ingests key inputs and outputs directly from the Excel models. Partner-friendly dashboards are planned on top, with AI generating summaries of multi-year projections and scenarios.
The outcome
Senior partners are expected to get faster insight from dashboards and AI summaries instead of waiting on a manually assembled read-out. The team aims for consolidated financial visibility with lighter data infrastructure, avoiding a full Snowflake buildout for datasets that do not need one.
Inside the solution
Deal Modeling and Financial Planning with AI-Generated Executive Summaries
- LBO model input and output ingestion
- AI-generated executive summaries
- Partner-friendly dashboards
- Snowflake subset ingestion via HyperDB
- Excel model complexity for leadership
- Manual summary creation
- Fragmented financial data
- Heavy Snowflake setups for lighter datasets
- Faster executive insights
- Reduced manual summary work
- Consolidated financial visibility
- Lighter data infrastructure
- Deal teams
- Senior Partners
- Data & Analytics
- Excel
- Snowflake
- Power BI
Deal modeling and financial planning with AI-generated executive summaries
Track every deal from screening to close with ingested LBO model inputs and outputs, Base, Upside, and Downside scenarios, and multi-year projections in one linked base, with partner-friendly dashboards showing IRR, MOIC, and pipeline by stage, sector, and geography. Rollups compute headline returns automatically, automations open review tasks for new model versions and route partner-ready scenarios to IC review with a weekly partner digest, and Airtable AI drafts the executive summaries, scenario narratives, and model change notes partners read instead of the spreadsheet.
From Excel LBO models to a partner-friendly dashboard
Copy the templates
Ingest the model data
Add dashboards and AI summaries
FAQ
Frequently asked questions
Excel LBO models hold the detail deal teams need, but turning that detail into something senior partners can read quickly currently takes manual summary work every time.
AI is planned to generate summaries of multi-year projections and scenarios pulled from the ingested LBO model data, so partners get a condensed read instead of the full model.
The datasets involved are lighter than what a full Snowflake buildout is meant for, so the plan pulls in a Snowflake subset via HyperDB only where needed instead of standing up heavier infrastructure.
Deal teams and Senior Partners are the primary intended users, with Data & Analytics coordinating on the underlying data and Power BI integration.
Key inputs and outputs from the LBO models are planned to be ingested directly, rather than requiring anyone to manually retype or reformat model data into the base.