VeloraAI Blog

Insights, tips, and best practices for Excel, AI-powered analysis, financial modeling, and spreadsheet productivity.

• Comparable Company Analysis in Excel: Build Trading Comps (2026)
  May 5, 2026

  Comparable company analysis in Excel made simple. Select peers, calculate EV/EBITDA multiples, and value any company with this senior banker's playbook.

• Cap Table Modeling in Excel: Build a Pre/Post-Money Waterfall (2026)
  April 24, 2026

  Build a full cap table model in Excel step by step — pre-money, post-money, SAFE conversions, option pool top-ups, and exit waterfalls with real formulas.

• Bond Duration in Excel: Calculate Modified & Macaulay (2026)
  April 22, 2026

  Learn bond duration in Excel with Macaulay, modified duration, and convexity formulas. Step-by-step guide for fixed income analysts and CFA candidates.

• Excel vs Python for Financial Analysis: When to Use Each (2026)
  April 22, 2026

  Excel vs Python for financial analysis: when to use each tool, how Python in Excel changes the game, and a real decision framework for finance teams.

• VBA for Financial Modeling: Automate Excel Like a Pro
  April 17, 2026

  Learn VBA for financial modeling with practical macros that automate Excel workflows. Copy-paste code examples for DCF, reporting, and scenario analysis.

• Financial Model Audit Checklist: A Senior Analyst's Guide (2026)
  April 14, 2026

  A complete financial model audit checklist for Excel — structural review, formula consistency, balance sheet checks, and the Excel tools senior analysts actually use.

• AI for Financial Modeling: 7 Workflows That Save Real Hours (2026)
  April 13, 2026

  Discover 7 AI for financial modeling workflows that replace hours of manual Excel work — from formula generation to model auditing and scenario planning.

• Monte Carlo Simulation in Excel: Risk Analysis That Works (2026)
  April 11, 2026

  Build a Monte Carlo simulation in Excel using RAND and NORM.INV — no add-ins needed. Step-by-step guide for financial risk analysis with Data Tables.

• XLOOKUP for Financial Analysis: The Complete Excel Guide (2026)
  April 10, 2026

  Master XLOOKUP for financial analysis with real-world examples. Replace VLOOKUP, build dynamic comp tables, and automate lookups in Excel financial models.

• Excel Conditional Formatting: Build Smarter Financial Models
  April 9, 2026

  Excel conditional formatting transforms financial models from static grids into dynamic dashboards. Learn 10 formula-based rules every analyst needs.

• Debt Schedule in Excel: Build a Credit Analysis Model (2026)
  April 8, 2026

  Build a debt schedule in Excel with PMT, IPMT, and cash sweep formulas. Step-by-step credit analysis model with coverage ratios and multi-tranche debt.

• Project Finance Model in Excel: Build a DSCR-Based Cash Flow (2026)
  April 7, 2026

  Build a project finance model in Excel with DSCR targets, debt sculpting, and cash flow waterfalls. Step-by-step guide for infrastructure and energy analysts.

• PE Waterfall Model in Excel: Build GP/LP Distributions (2026)
  April 6, 2026

  Build a private equity waterfall distribution model in Excel with step-by-step formulas for preferred return, GP catch-up, and carried interest tiers.

• SaaS Startup Financial Model in Excel: Unit Economics Guide (2026)
  April 5, 2026

  Build a SaaS startup financial model in Excel with MRR, CAC, LTV, and churn formulas. Step-by-step guide to investor-ready unit economics and revenue forecasting.

• Budget vs Actual Variance Analysis in Excel: The FP&A Playbook (2026)
  April 4, 2026

  Master budget vs actual variance analysis in Excel with step-by-step formulas, conditional formatting, and dashboard techniques every FP&A analyst needs.

• Portfolio Optimization in Excel: Build an Efficient Frontier With Solver
  April 3, 2026

  Learn portfolio optimization in Excel using Solver to build an efficient frontier, maximize Sharpe ratio, and allocate assets like a quant — step-by-step with real formulas.

• Excel LAMBDA Functions: Build Custom Financial Formulas Without VBA
  April 2, 2026

  Master Excel LAMBDA functions to create reusable custom formulas for financial modeling — no VBA required. Step-by-step tutorial with real-world examples.

• Merger Model in Excel: Accretion/Dilution Analysis Step by Step
  April 1, 2026

  Learn how to build a merger model in Excel with accretion/dilution analysis. Step-by-step guide covering purchase consideration, goodwill, pro forma EPS, and sensitivity tables.

• Power Query for Financial Reporting: Automate Excel in 2026
  March 31, 2026

  Master Power Query for financial reporting in Excel. Automate data imports, clean messy exports, and build one-click refresh workflows that save hours every month.

• DCF Model in Excel: Build a Discounted Cash Flow From Scratch
  March 30, 2026

  Learn how to build a DCF model in Excel step by step, from forecasting free cash flow to calculating WACC and terminal value for accurate company valuations.

• LBO Model in Excel: Build a Leveraged Buyout From Scratch (2026)
  March 30, 2026

  Learn how to build an LBO model in Excel step by step — from deal assumptions and sources & uses to the debt schedule, IRR, and MOIC calculations.

• Real Estate Pro Forma in Excel: Build a Property Cash Flow Model
  March 30, 2026

  Learn how to build a real estate pro forma in Excel with NOI, cap rate, and IRR calculations. Step-by-step guide for commercial property analysis.

• How AI is Transforming Excel for Financial Analysts
  March 29, 2026

  Discover how AI-powered tools are revolutionizing spreadsheet workflows for finance professionals, from formula debugging to automated analysis.

• Sensitivity Analysis in Excel: Build Data Tables That Actually Work
  March 29, 2026

  Master sensitivity analysis in Excel with data tables, tornado charts, and scenario switches. Step-by-step guide for financial analysts and modelers.

• Three-Statement Financial Model in Excel: A Step-by-Step Guide
  March 29, 2026

  Learn how to build a three-statement financial model in Excel from scratch. Step-by-step guide covering linkages, circular references, and validation.

• 10 Excel Formulas Every Financial Analyst Should Master
  March 28, 2026

  From XLOOKUP to dynamic arrays, these are the essential Excel formulas that separate junior analysts from senior pros.