ABI NexaIntelligence OS
The data & access layer
ΣFundamentals & Filings DataStandardized and as-reported, citedfxExcel Add-inThe cited number in your model{ }Data APIThe whole corpus, programmatic∞MCP ServerThe AI-native connector⛱Research WorkspaceThe whole file, per name
AI-native deliverables
ΣOperating & Valuation ModelsBuilt, sourced, refreshed on the print▤Company Tearsheets & ProfilesThe as-of-date one-pager✎Confidential Information MemorandaThe sell-side document, drafted✎Investment MemorandaThe buy-side write-up, traceable▣Pitch BooksProfiles and precedents, quoted⚟Screening & Idea GenerationScreens across the corpus
Who we serve
BBuy-SideHedge funds & asset managersSSell-Side ResearchEquity researchIBInvestment Banking & Corp DevM&A and coveragePEPrivate Equity & VCDeal teams, diligence to model▣CorporatesStrategy, IR and FP&A{ }Data & Quant TeamsAgents and pipelines
Plans Methodology Resources Sign in Request access
Products
Fundamentals & Filings DataStandardized and as-reported, citedExcel Add-inThe cited number in your modelData APIThe whole corpus, programmaticMCP ServerThe AI-native connectorResearch WorkspaceThe whole file, per name
Solutions
Operating & Valuation ModelsBuilt, sourced, refreshed on the printCompany Tearsheets & ProfilesThe as-of-date one-pagerConfidential Information MemorandaThe sell-side document, draftedInvestment MemorandaThe buy-side write-up, traceablePitch BooksProfiles and precedents, quotedScreening & Idea GenerationScreens across the corpus
Clients
Buy-SideHedge funds & asset managersSell-Side ResearchEquity researchInvestment Banking & Corp DevM&A and coveragePrivate Equity & VCDeal teams, diligence to modelCorporatesStrategy, IR and FP&AData & Quant TeamsAgents and pipelines
PlansMethodologyResources
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Product

Refresh your own model on the print.

Refresh your own model against a new print, in place, without rebuilding it. The structure stays yours; only the facts move, and every pulled figure carries its filing reference.

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What you get

The cited number, in the model you already trust.

Pull a sourced figure into any cell

=NEXA.VAL() drops a single value where a number should live, so your model reads from the corpus instead of a paste.

Whole statements in one formula

=NEXA.RANGE() spills a full income statement, balance sheet or a dimension, so a statement lands in a single call.

Refresh on the print, in place

When a filing lands, recalculate and the model rolls forward, so earnings season stops meaning a night of re-keying.

Your layout stays yours

The add-in feeds the model your team already uses. You choose which cells go live, with no migration into a template.

Metadata rides with every cell

Each pulled figure keeps its unit, period, basis and vintage, so the sheet stays unambiguous.

The filing survives in your workbook

The source reference travels with the cell, so any number is auditable without leaving Excel.

See it

One formula, and the cited figure lands in your cell

Excel
// a single figure
=NEXA.VAL("AAPL", "revenue", "FY2025") -> 416,161

// a whole statement, spilled
=NEXA.RANGE("AAPL", "income_statement", 15)

// each cell keeps its unit, period, basis, vintage and filing
Why it earns its place

What it solves.

Each one starts from a real problem on the desk, and what the product does about it.

A night → minutes
at earnings season
Problem

Re-keying a book of models every time earnings drop can take a night per name.

Solution

Recalculate, and the models are current. Each live cell pulls a sourced figure, so nothing is typed twice.

Every cell
traceable in your workbook
Problem

Paste a number into a sheet and its source is gone the moment it lands.

Solution

Each cell is a =NEXA.VAL() or =NEXA.RANGE() call, so the filing reference stays with the figure inside your model.

Your layout
kept as it is
Problem

Most tools make you move your work into their template before you can pull their data.

Solution

The add-in feeds figures into the model your team already uses. You decide which cells go live.

What it does
  • Works inside the model you already have, not a template we impose.
  • =NEXA.VAL() for a figure, =NEXA.RANGE() for a whole statement or dimension.
  • Every pulled figure keeps its unit, period, basis, vintage and filing reference.
  • Spilled ranges, so a whole statement lands in one formula.

Live  =NEXA.VAL() and =NEXA.RANGE().

How it works

Install

Sign in from the task pane in Excel; no admin rebuild of your files.

Reference a fact

Call NEXA.VAL or NEXA.RANGE in any cell where a number should live.

Refresh

When a new filing lands, recalculate and your model is current.

Works well with
⚖

Methodology

How every figure here is verified, and the exceptions we publish.

▣

Coverage

What we hold, stated and dated, per market.

☷

Products

Every surface, one provenanced corpus.

Start from the filing, not a blank spreadsheet.

ABI Nexa is licensed by organisation. Tell us what you cover and we will come back to you.

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