Introduction
If you live in Excel (and who in structured credit doesn’t?), you shouldn’t have to jump between portals, exports, and manual cleanup just to get the data you need.
The Cardo AI Excel Add-in brings your entire portfolio data straight from our platform into the spreadsheet you already use – securely, consistently, and fast. Clean data every time.
Whether you’re preparing investor packs, running stress tests, checking limits, or fielding last-minute questions from the Investment Committee, the Add-in puts your latest portfolio truth directly at your fingertips.
Why Excel, why now?
- Serve you where you are. No context switching, no CSV wrangling.
- Trust the source. Pull data that’s already governed on the Cardo AI platform – same definitions, same lineage. Standardised every time.
- Scale the boring stuff. Automate recurring pulls and repeatable reports so teams can focus on analysis, not admi
Keep your Excel, benefit from the Cardo AI’s platform
- Automated data pipeline. Leverage Cardo AI’s automated data pipeline to retrieve, sanitize and standardize data from any source and any format.
- Data control. Over 600 different controls granting data quality and consistency over time.
- Any calculation, any time. Let the Cardo AI platform manage the heavy lifting of managing millions of data points and calculations, use the results in your spreadsheet.
Why you can pull into Excel (in seconds)
Connect to any transaction on Cardo AI’s platform and retrieve data from:
- Analytics: curated, analytics-ready views for monitoring and reporting, based on pre-canned templates or fully custom ones
- Stratifications: instant strat tables by vintage, sector, geography, rating, and more
- Limits and triggers: exposure, concentration, and policy limits for oversight and compliance
- Transactions: deal-level data, cash flows, waterfalls, and performance metrics
- Assets and liabilities: raw data access for all your custom analysis needs
Use it for reporting, stress testing, data sharing, ad-hoc checks, and model inputs, without manual exports.
Two ways to work: automated or on-demand
1) Data workflow (set it & forget it)
Automate weekly reports, month-end packs, board dashboards, and more. Data Workflow automates data retrieval so your files refresh on schedule with the latest available data.
Next time you open the workbook – or when your automation runs, your sheets update with one click. No re-mapping, no re-exporting.
2) Data on demand (answer it now)
Need the latest numbers right now? Data on Demand lets you manually pull fresh data into your active workbook. Perfect for one-off analyses of data, IC prep, or validating assumptions on the fly.
Serve your team where they work
Cardo AI’s mission is simple: bring trusted portfolio data to the tools you already use. The Excel Add-in allows your team to reduces friction, improves governance, and gives your team time back.
- Effortless stress testing: quickly run stress tests on your portfolio using the latest data, all within Excel
- Flexible, customizable, presentation-ready reports: generate analytics-ready reports for any need
- Tailored insights: leverage Cardo AI’s powerful analytics engine for custom insights directly in your workbook.
See how Cardo AI turns your Excel into a live, governed window into your entire portfolio.
Book a demo →