Private Equity
Typical Private Equity analyses and how to run them 10x faster with Fontics.
IRR Drivers
IRR Drivers
Which inputs drive IRR?
Find the 3 to 5 inputs that drive [80]% of the IRR.
Excel only: Takes 45 to 60 minutes.
Excel + Fontics: Takes 3 minutes with the Pareto Drivers Module.
Sensitivity - Tornado Chart
Sensitivity - Tornado Chart
Can we run a sensitivity on IRR?
Run upside / downside IRR scenarios using key inputs and plot a tornado chart.
Excel only: Takes 20 to 30 minutes.
Excel + Fontics: Takes 3 minutes with the Sensitivity Analysis Module.
Sensitivity - Data Tables
Sensitivity - Data Tables
Build a sensitivity table for IRR
Create multiple data tables with key inputs to review the sensitivity of IRR.
Excel only: Takes 20 to 30 minutes and slows down Excel (due to recalculations).
Excel + Fontics: Takes 3 minutes with the Data Tables Module.
What-If Analysis
What-If Analysis
What Exit EBITDA value achieves a 35% IRR?
Goal seek on any cell (including formula cells).
Excel only: Not supported. Goal seek input must be a static value.
Excel + Fontics: Takes 1 minute with the What If - Find Any [Goal Seek] Module.
Stress Testing
Stress Testing
Hows does leverage impact IRR?
Create various leverage scenarios and visualize the impact on IRR.
Excel only: Takes 10 to 15 minutes.
Excel + Fontics: Takes 2 minutes with the Scenarios - Custom Values Module.
Deal Structuring
Deal Structuring
How do we optimize the deal structure?
Optimizing deal structure requires iterative scenario analysis on key inputs.
Excel only: Takes 30 to 60 minutes.
Excel + Fontics: Takes 3 minutes with the Optimize - Scenarios Module.
Multi-Factor Solver
Multi-Factor Solver
How can we improve IRR?
Goal seek to target IRR and evaluate how multiple inputs should change together.
Excel only: Not supported. Goal seek only works on one assumption at a time.
Excel + Fontics: Takes 3 minutes with the Optimize - What Ifs Module.
Monte Carlo Simulation
Monte Carlo Simulation
What is the most likely IRR?
Simulate 1,000+ scenarios to estimate the range and probability of IRR outcomes.
Excel only: Not supported. Requires proprietary tools that costs over $2,400/yr.
Excel + Fontics: Takes 3 to 5 minutes with the Scenarios - Monte Carlo Module.
Concentration Analysis
Concentration Analysis
Who are the top customers?
Identify the top customers and their contribution to revenue.
Excel only: Takes 10 to 15 minutes.
Excel + Fontics: Takes 1 minute with the Concentration Analysis Module which includes a Pareto Analysis.