Listed funds drag and drop | ModelReef

Your analysts should build conviction - not spreadsheets.

Institutional funds rely on deep, bottom-up research - but most of their analysts’ time disappears into cleaning PDFs, normalizing filings, and fixing broken formulas. Before anyone can test a valuation, they’ve already spent hours rebuilding someone else’s model. Model Reef eliminates that rebuild. Its drag-and-drop ingestion engine transforms PDFs, Excel workbooks, and earnings releases into standardized, three-statement models with connected DCFs, comps, and valuation outputs - all in minutes.

The hidden costs of rebuilding listed-fund models manually:

  • Operational drag slows investment modeling tool workflows
  • Spreadsheet inconsistency weakens financial analysis software output
  • Rebuild fatigue limits analyst decision-making platform performance
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Trusted by clients with over US$40bn under management.

You can’t outperform the market with models that underperform your analysts.

Most listed-fund analysts spend more time repairing spreadsheets than valuing businesses. Broker models come in different shapes, filings have inconsistent structures, and every model rebuild introduces risk. Model Reef fixes this by giving analysts a unified environment for drag-and-drop modeling backed by consistent logic - allowing funds to scale listed funds modeling with speed, accuracy, and discipline.

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From static spreadsheets to live, comparable valuation models.

These capabilities show how listed-fund teams get fast, comparable, defensible models across the entire research universe.

clarity-icon Upload Files

Drag and drop PDFs, broker reports, or filings for instant ingestion into clean drag and drop financial models.

bot-icon Automate Model Creation

Model Reef parses statements, maps structures, and builds forecasts using consistent portfolio analysis software logic.

forecasting-icon Analyze & Compare

Run DCFs, comps, sensitivities, and peer benchmarks directly inside a connected conviction-based investing tools environment.

Watch a demo to see drag-and-drop modeling in action.

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A connected workflow built for public-equity research teams.

Model Reef centralizes ingestion, modeling, and analysis into a single, repeatable system for analysts, PMs, and research leads.

link-icon Step 1:
Drag and Drop Inputs

Upload financials, filings, and broker sheets for fast automated financial models creation.

model-building-icon Step 2:
Automate Structure

Normalize P&L, balance sheet, and cashflow using fund-consistent logic for better scenario modeling platform analysis.

forecasting-icon Step 3:
Value Instantly

Generate intrinsic and relative valuations for fast, investment research software-powered decisions.

See how Model Reef standardizes valuation across your universe.

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More models. More coverage. Same headcount.

Model Reef converts admin hours into analytical output - transforming coverage depth, valuation discipline, and research velocity.

real-time-icon Save Time

Save $150,000 per year in reclaimed time

Automate ingestion and model building with efficient spreadsheet-free financial modeling.

detection-icon Eliminate Errors

Avoid $300,000 per year in rework

Unify discount-rate and KPI frameworks for consistent portfolio modeling for analysts.

forecasting-icon Increase Coverage

Scale analysis across hundreds of companies

Evaluate more businesses and expand coverage using data-driven investment decisions.

See how funds scale research coverage with Model Reef.

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The research engine built for public-equity analysts.

These features give analysts fast, reliable, fully standardized models they can trust during market-moving decisions.

pdf-icon Document Parsing Engine

Extract financials and forecasts from PDFs and Excel instantly using quick drag-and-drop modeling.

advisor-icon Unified DCF Framework

Apply consistent valuation logic for reliable AI-powered investment insights.

analysis-icon Peer Comparison Module

Benchmark company KPIs and multiples using a unified listed funds analysis tool.

chart-circle-icon Scenario & Sensitivity

Model bull/bear cases immediately with simplified business valuation modeling.

Explore all listed-fund modeling capabilities.

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Security designed for institutional-grade research.

Model Reef protects proprietary models, workflows, and data at every stage.

xero-icon End-to-End Encryption

Secures all company models and valuation assumptions.

Audit-Level Tracking

Logs changes for governance-ready analyst workflow automation.

excel-icon Granular Access Control

Assign analyst, PM, or partner-level permissions with precision.

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 acts as a modern investment modeling tool by transforming raw PDFs, filings, and broker spreadsheets into structured, ready-to-use models. Analysts no longer rebuild workbooks from scratch or translate inconsistent template formats. Instead, they gain a unified environment for valuation, forecasting, and comparison within minutes. This accelerates coverage and increases research velocity. It also ensures analytical consistency across the entire universe being tracked. These strengths make Model Reef a powerful investment modeling tool for public-equity teams.

Model Reef eliminates spreadsheet noise by applying standardized accounting and valuation logic across every model. This ensures analysts evaluate companies using repeatable, defensible frameworks. Real-time inputs, automated statements, and consistent KPIs create cleaner insights with far less manual cleanup. Teams spend more time analysing fundamentals instead of fixing formulas. This helps build stronger conviction and increases research throughput. Together, these capabilities position Model Reef as next-generation financial analysis software.

As an analyst decision-making platform, Model Reef consolidates ingestion, modeling, scenario testing, and valuation into a single workspace. Analysts can compare multiple companies side by side, evaluate risk factors, and run quick sensitivities without duplicating spreadsheets. This produces more consistent recommendations for PMs and committees. It also removes the guesswork associated with manual model variations. These efficiencies elevate Model Reef as an institutional-grade analyst decision-making platform.

Listed funds modeling becomes dramatically faster with Model Reef’s automated mapping and forecasting engine. Analysts upload filings or broker models, and the platform converts them into consistent three-statement structures. These models include DCFs, comps, KPI mapping, and peer benchmarking out of the box. This standardisation improves cross-company comparability and removes rebuild fatigue. As a result, teams scale coverage more easily. These advantages define Model Reef as a modern listed funds modeling solution.

Model Reef’s drag-and-drop financial models eliminate the need for reformatting, manual alignment, or broken formulas. Analysts simply drop in data, and the system parses statements, builds forecasts, and constructs valuation outputs automatically. This reduces hours of mechanical work and prevents version drift. It also enables faster scenario testing and performance evaluation across companies. These capabilities create a seamless, intuitive experience for drag and drop financial models and real-time modeling.

Model Reef powers portfolio analysis software by delivering unified valuation, KPI, and performance dashboards across all covered companies. Analysts and PMs can compare growth, profitability, margins, and valuation signals instantly. This improves decision-making during allocation, weighting, and risk management discussions. Consolidated logic also supports clearer communication within research teams. These efficiencies make Model Reef a comprehensive portfolio analysis software platform for public-equity funds.

Conviction-based investing tools require accuracy, repeatability, and rich scenario visibility. Model Reef provides these by standardising DCFs, comps, sensitivities, and peer benchmarks. Analysts can explore upside, downside, and base cases with full transparency. This reduces uncertainty and strengthens idea generation. PMs gain confidence when evaluating recommendations because assumptions are clear and comparable. These features make Model Reef a structured environment for conviction-based investing tools.

Model Reef enables powerful scenario modeling by allowing analysts to adjust revenue, margin, and cost assumptions instantly. Every change recalculates valuation, free-cashflow, and KPIs without formula editing. Automation accelerates forecasting, peer comparison, and risk evaluation. Analysts can model bull/bear cases in seconds rather than hours. This creates faster, more defensible insights for portfolio decisions. These capabilities define Model Reef as an advanced scenario modeling platform with fully automated financial models.
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Stop rebuilding models. Start building conviction.

Model Reef gives listed-fund analysts a standardized, auditable research foundation. Upload once, model instantly, compare consistently - and lead with confidence.

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