Sharing, Templates, and Exports
Choose model-view access, saved templates, and workbook or presentation outputs.
Review what each capability covers. Compare plans on Pricing for access and terms.
Read-Only Model Links
Launch FeatureShare selected pages from a saved plan for read-only review. Identify the saved/as-of context and supported expiry or revoke controls. A public view is not an invitation to edit the owner's model.
Explore the related workflow →Calculation Context and Integrity Stamp
Launch FeatureShow the version and checks associated with the presented result. Use the actual saved context and completed checks. A stamp is not an audit opinion, lender approval, or independent verification of all assumptions.
Explore the related workflow →Excel, PDF, and PNG Exports
Launch FeatureExport a native Excel workbook with live formulas, or create PDF and PNG reports for review and presentation. Use Excel when a reviewer needs to inspect or edit the workbook. Choose PDF or PNG for a readable snapshot, report, or presentation component. Keep the saved-plan and calculation context with the output.
Explore the related workflow →Export Branding
Launch FeatureApply the branding options supported by the selected export and plan. Explain which marks can be retained or customized after commercial terms are approved. Do not imply white-label rights from an illustrative preview.
Explore the related workflow →Named Read-Only Guests
Launch FeatureInvite a signed-in reviewer to an authorized read-only view. Named access differs from a public link and from a paid workspace modeler. Give reviewers the view they need without granting editing permission.
Explore the related workflow →Workspace Editing Roles
Launch FeatureGive authorized workspace members the access appropriate to their work. Describe who can change a saved plan and how ownership is managed. Editing roles are separate from public what-if links and read-only guests.
Explore the related workflow →Templates With a Useful Starting Point
Launch FeatureStart from a project template with labeled assumptions, or save your own template for work you repeat. Choose a structure suited to the project, review the starting assumptions, and enter the project facts. Organization templates give your team a consistent starting point while preserving the choices already made in existing projects.
Explore the related workflow →Live-Formula Excel Export
Launch FeatureExport a native workbook with editable formulas. Inspect assumptions, funding, cash flow, and returns in Excel. The workbook reflects its supported modules and saved context. Paid export timing and trial exclusions remain as stated in the selected plan.
Explore the related workflow →