Go beyond spreadsheets and bring real-time data crunching into your deal workflow.
We’re excited to roll out one of our most-requested upgrades to the ListAlpha platform: formulas and advanced calculations. Whether you’re summing up financial data on multiple deals or assigning constants for recurring parameters, this new functionality means less time hopping between spreadsheets and more time making data-driven decisions—right inside ListAlpha.
• Faster Due Diligence
With formulas like SUMIF and defined constants, you can quickly assess the viability of a deal in real time—no need to export data and juggle external files.
• Reduced Errors
Manual data transfer often leads to typos or incorrect formulas in spreadsheets. Native calculations in ListAlpha keep your data consistent and accurate.
• Streamlined Collaboration
When everyone uses the same platform for both data storage and calculations, your team stays on the same page. No more “which version of the spreadsheet are we on?” confusion.
• End-to-End Visibility
Tracking everything in one place—from initial contact to final valuation—gives you a holistic view of your pipeline and eliminates blind spots.
ListAlpha now supports standard arithmetic (+ – × ÷) plus advanced functions like SUMIF, which lets you sum values based on defined criteria (e.g., all deals in the Healthcare sector or all contacts in EMEA). We’ve also introduced constants—values you define once (such as discount rates or currency exchange factors) and then reference across different records to maintain consistency.
• SUMIF: “Sum all fundraising records where Stage = ‘Due Diligence’.”
• Constants: “Set Fund 2 committed capital to $565m”
• Establish Clear Naming Conventions
Use intuitive names for fields (e.g., “Deal_Value_USD”) and constants (e.g., “Discount_Rate”) so it’s obvious what each reference represents.
• Combine Formulas with Folders
Pair advanced calculations with our newly introduced second layer of folder aggregation to keep data organized by sector, geography, or deal stage.
• Validate Calculations Regularly
Run spot checks, especially when updating constants. A quick glance ensures your data is still reflecting real-world numbers.
• Set User Permissions
Limit who can create or edit formulas, especially if they involve sensitive financial parameters. This helps maintain data integrity.
1. Private Equity Valuation
Quickly calculate Weighted Average Cost of Capital (WACC) or IRR for a group of deals in the same folder. Update a single constant, and watch everything recalculate automatically.
2. M&A Pipeline Prioritization
SUMIF total deal values to gauge how much potential value lies in your pipeline for a particular sector or region.
3. Multi-Currency Conversions
Define exchange rate constants (e.g., EUR to USD) and multiply deal values or cost projections to standardize figures across geographies.
Formulas and advanced calculations are a giant step toward making ListAlpha your single source of truth for all things deal-related. Keep an eye out for upcoming AI-driven features, auto-enriched contact data, and continued improvements to our collaboration tools. As always, we’re committed to helping you work smarter, faster, and with fewer manual hassles.
Log into ListAlpha to start experimenting with these advanced calculations and see how they can transform your workflows. If you have any questions—or you’re new to ListAlpha and want a deeper look—feel free to book a demo or reach out to our support team.
Transform the way you handle data. With formulas and advanced calculations in ListAlpha, you’ll make faster, more informed decisions—right where you manage your deals.
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