How do you Streamline your Model?

Howdy yawl,

Wondering if anyone had any go-to tricks/software/processes that help you streamline the process of building models? For instance I’ve heard of a few different softwares that’ll nab numbers from a PDF straight into excel. Curious what people are using out there that have made things easier or quicker for you.

5,832 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '27 Dec 2025 Cohort

5.00/5

Investment Banking Other

“Working with Adam was an absolute pleasure. I was paired with him to prepare for a Renewable Energy Project Finance modelling test. He admitted that he was quite rusty in the space and did not know if he could provide significant value. However, this turned into the best WSO Mentor Session I've had by far. Adam was extremely helpful, kind and uplifting. He was able to find a previous, real model he had worked on, and we went through it together. It was incredibly helpful to have seen a real Project Finance model. He dove through it line-by-line - inputs, assumptions, debt financing, etc. We also started the call from a very high-level, discussing Revenues, Sources & Uses of Cash and Debt Financing in Project Finance. Overall, the call felt more like a conversation with an incredibly-helpful peer who was cheering me on. He also provided actionable takeaways following the call, and sent over additional resources to help me prepare. I will absolutely be sure to work with Adam again in the future!”

Class of '29 Jul 2026 Cohort

4.56/5

Investment Banking 7 Stories Review

“He was very thorough in his feedback and gave sample ways to answer each question so that I could better understand the framework, what points I should emphasize, and how to structure my ideas clearly and concisely. Rather than simply telling me what to change, he explained the reasoning behind his suggestions, which helped me understand how to approach similar questions on my own. He also took the time to really understand my background and the story I wanted to tell, and then helped me weave those experiences into my answer.”

See All 10,883 WSO Academy Reviews

2 Comments

banker1964

IB

4y

following

Reply

Quote

Report

Other

i4got

PE

4y

Pariatur dolor amet repellendus voluptatem. Et minima molestias impedit dolores atque enim.

Culpa rerum voluptas sint incidunt nemo minima. Ut animi asperiores et dolorem neque. Deserunt quo a possimus rerum molestiae ex. Voluptatibus voluptas fugiat molestias ut ea minus ut. Libero qui vel corrupti totam a velit minus ipsum. Cum repudiandae ut occaecati quas. Et odio et ut fugiat voluptates in.

Aliquid sunt natus cumque inventore. Possimus earum nihil sint exercitationem molestiae. Perspiciatis qui consectetur nisi quos ea sapiente.

Reply

Quote

Report

Other

Authored by: Certified Private Equity Professional - 1st Year AssociateCertified Private Equity Pro

+86	Drunk VP. How to manage?	28	17h
+50	Who is the final boss in Houston Energy? (GS, JEFF or EVR)	9	19h
+44	Lazard US Views 2026/2027	16	15h
+39	Moelis PCA vs Lower tier BB Coverage	24	1h
+37	Tomorrow Will Be Better	5	1d
+33	[2026 - October] Unbiased Prestige Rankings	12	1h
+31	Why Do We Turn Comments?	4	3h
+22	UBS’s Investment Bank Is Building an AI Slop Factory	2	21h
+21	How early is to early?	9	2d
+20	MS NYC Generalist Program Group Rankings & Placement Process	11	1d

1	redever	99.2
2	Secyh62	99.0
3	kanon	99.0
4	BankonBanking	99.0
5	GameTheory	98.9
6	Betsy Massar	98.9
7	dosk17	98.9
8	DrApeman	98.9
9	CompBanker	98.9
10	Linda Abraham	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

How do you Streamline your Model?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

How do you Streamline your Model?

See All Comments - 100% Free

Trending Content - Investment Banking Forum