Hedge fund drag and drop | ModelReef

Great ideas shouldn’t die in spreadsheets.

Fundamental hedge funds depend on deep analysis - but most of that time is wasted cleaning PDFs, restructuring models, and reconciling assumptions. Analysts spend 80% of their effort preparing data and only 20% valuing companies. Model Reef flips that ratio. Its drag-and-drop ingestion engine turns unstructured files into live investment modeling software - ready for valuation, forecasting, and decision-making in minutes.

The hidden costs of manual research workflows:

  • Manual cleanup slows every hedge fund modeling tool
  • Fragile templates block scalable drag-and-drop financial models
  • Inconsistent assumptions limit reliable portfolio analysis software
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Trusted by clients with over US$40bn under management.

You don’t build conviction by cleaning spreadsheets.

Hedge fund analysts pride themselves on insight - but most of their time is spent reformatting PDFs, tracing broken formulas, or validating forecasts from broker files. These bottlenecks slow idea generation and weaken research velocity. Model Reef automates ingestion, modeling, and valuation logic in one environment, giving teams the automated financial modeling foundation needed to scale conviction, not spreadsheet maintenance.

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From raw broker files to live valuation models - instantly.

These features show how hedge-fund teams turn data chaos into investable insight.

clarity-icon Upload Source Data

Drag and drop PDFs, spreadsheets, or filings for seamless business valuation software ingestion.

bot-icon Model Automatically

Model Reef parses tables, maps historicals, and builds connected forecasts using automated cashflow forecasting tool capabilities.

forecasting-icon Analyze & Value

Run DCFs, comps, and scenario tests instantly using a unified strategic investment tool framework.

Watch a demo to see automated ingestion in action.

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A connected workflow for valuation, forecasting, and idea generation.

Model Reef provides a structured pipeline for hedge-fund research - eliminating friction between sourcing data and generating insight.

link-icon Step 1:
Drag and Drop Documents

Upload broker models or filings for fast AI-driven financial modeling construction.

model-building-icon Step 2:
Auto-Map Data

Map statements and assumptions cleanly for repeatable hedge fund financial planning.

forecasting-icon Step 3:
Generate DCFs Instantly

Create valuation outputs and sensitivities for actionable scenario analysis platform insights.

See how Model Reef powers deep investment research.

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More models. More insight. More conviction.

Automation accelerates research output, strengthens valuation consistency, and increases your fund’s ability to generate alpha.

clarity-icon Gain Efficiency

Save $150,000 per year in reclaimed time

Automate data ingestion and model building with powerful formula-free modeling workflows.

detection-icon Eliminate Errors

Avoid $300,000 per year in rework

Standardize logic and reduce errors by 95% with consistent smart investment insights.

forecasting-icon Increase Coverage

Unlock millions in upside

Model more companies, evaluate more ideas, and accelerate data-driven financial decisions without growing headcount.

See how hedge funds scale research with Model Reef.

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The drag-and-drop modeling engine built for fundamental hedge funds.

These platform features empower analysts to produce fast, repeatable, defensible models - without touching a formula.

pdf-icon File Parsing & Mapping

Extract data from PDFs and spreadsheets automatically using advanced financial modeling drag-and-drop technology.

advisor-icon DCF & Comps Modules

Generate intrinsic and relative valuations with accurate three-statement model automation.

analysis-icon Scenario Analysis

Adjust revenue, margin, and cost assumptions live inside a robust scenario analysis platform.

collaboration-icon Collaboration & Audit Trail

Support multi-analyst workflows with secure collaborative investment planning.

Explore all drag-and-drop modeling features.

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Security built for proprietary research and institutional oversight.

Model Reef secures models, workflows, and financial data with enterprise-grade governance.

xero-icon End-to-End Encryption

Protect proprietary research and valuation data at every stage.

Audit-Level Tracking

Ensure transparency and compliance with detailed activity logs.

excel-icon Granular Access Control

Control read/write permissions across analysts, PMs, and partners.

See how Model Reef keeps your data secure →

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Questions before you start?

Here are the most common questions we get asked in demos.

Model Reef modernises investment modeling software by transforming PDF reports, broker models, and raw spreadsheets into clean, structured financial models automatically. Instead of spending hours rebuilding templates, analysts get a live model ready for valuation, forecasting, and sensitivity testing within minutes. This removes the friction that slows down idea generation. Teams can evaluate more companies without increasing workload. These efficiencies give funds a faster, sharper research process. That’s why Model Reef is a next-generation investment modeling software solution for modern funds.

As a hedge fund modeling tool, Model Reef centralises ingestion, forecasting, valuation, and scenario work into one defensible workflow. Analysts no longer deal with formula errors or inconsistent templates. Instead, every model follows a unified financial framework that updates in real time. This alignment makes bottom-up research cleaner, faster, and far more comparable. Funds can evaluate more ideas and build conviction sooner. These capabilities elevate Model Reef as a high-performance hedge fund modeling tool.

Drag-and-drop financial models are core to Model Reef’s workflow. Analysts simply upload broker PDFs or spreadsheets, and the system parses tables, maps data, and builds connected statements automatically. No manual restructuring, reformatting, or formula debugging is required. This dramatically reduces prep time and eliminates version drift. The model becomes ready for valuation and forecasting instantly. These benefits define Model Reef as a leader in drag-and-drop financial models.

Model Reef functions as robust portfolio analysis software by consolidating forecasts, valuations, and risk insights across all covered companies. Analysts can compare growth, profitability, free-cashflow, and valuation cases side by side. This improves coverage quality and speeds up investment committee discussions. The system also supports multi-analyst collaboration, ensuring consistent logic across the universe. These capabilities strengthen research oversight and conviction building. This makes Model Reef a comprehensive portfolio analysis software solution.

Automated financial modeling removes the bottlenecks created by legacy spreadsheets. Model Reef parses raw files, maps financials, builds linked statements, and generates valuation outputs automatically. Analysts avoid repetitive data-cleaning tasks and focus on insights instead of mechanics. Automation also improves consistency across teams, reducing errors by more than 90%. These efficiencies allow funds to scale research coverage without increasing headcount. This is the foundation of Model Reef’s automated financial modeling capabilities.

Model Reef works as business valuation software by generating DCFs, comps, sensitivities, and pro-forma forecasts instantly from uploaded data. All valuation drivers are traceable and follow consistent methodology. This helps analysts assess intrinsic value with much greater accuracy and transparency. Because the platform eliminates formula drift, valuations remain defensible during partner review. These strengths make Model Reef a dependable business valuation software solution for hedge-fund teams.

Model Reef acts as a risk modeling platform by linking assumptions such as revenue, cost, leverage, and margin drivers to a unified scenario engine. Analysts can test downside cases, margin compression, FX exposure, or cost-inflation scenarios instantly. Each change updates valuation, cashflow, and KPIs automatically. This creates a clear, consistent view of risk across all coverage. These capabilities provide hedge funds with a real-time, defensible risk modeling platform.

As a cashflow forecasting tool, Model Reef calculates unlevered and levered free cashflows automatically using connected operating, investing, and financing logic. Analysts can adjust assumptions in seconds and see instant effects on runway, EBITDA, cashflow, and valuation. This removes the lag created by spreadsheet-based forecasting. It also supports more confident position sizing and idea generation. These strengths make Model Reef a reliable cashflow forecasting tool for hedge-fund research.
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More ideas modeled. More conviction built. More alpha found.

Model Reef transforms fundamental research by automating ingestion, modeling, and valuation. Spend less time cleaning spreadsheets - and more time generating investment insight.

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