AI Ecosystem Explained
From chips to cybersecurity, this post gives a breakdown of the seven layers powering the AI economy.
12 June 2026 · 4 min read
Financial Modelling with Claude
A lot has changed since we first wrote about using Claude for financial modelling. Back then, it was a clever chatbot you could paste formulas into. Now it lives inside your spreadsheet. Here's what that means for your workflow.
12 February 2026 · 5 min read
Visualise Your Model: Introducing the Formula Map Tool
The Formula Map Tool gives you a powerful visual overview of your Excel model. Instantly spot formulas, hardcodes, and complexity, making auditing, reviewing, and explaining your model faster and easier than ever.
30 July 2025 · 1 min read
Revolutionize Your Financial Models: Introducing the Grey Beards Excel Workbook Performance Analyzer
In the world of financial modelling, time is money. Whether you're racing to prepare for a client meeting, finalizing quarterly projections, or updating valuation models, nothing derails productivity like a sluggish Excel workbook.
27 February 2025 · 3 min read
Python for Excel: Supercharging Financial Modelling
The integration of Python into Excel is a game-changer. Financial modellers can now combine the intuitiveness of Excel with the power of Python, making models more robust, scalable, and insightful.
17 February 2025 · 2 min read
How Your Workspace Design Impacts Performance: The Psychology of Professional Environments
As we enter 2025, the optimization of professional workspaces becomes increasingly important. These wallpapers represent a thoughtful step toward creating an environment that supports peak financial performance.
17 January 2025 · 2 min read
5 Key Trends Shaping Project Finance in 2025
In 2025, the industry is undergoing significant changes driven by global trends and technological advancements. Here are the five key trends reshaping project finance.
14 January 2025 · 2 min read
Using Claude AI to Supercharge Your Excel Financial Modelling
As financial modellers, we're always looking for ways to streamline our workflow and reduce errors in our models. Enter Claude, an AI assistant that's proving to be a game-changer for Excel-based financial modelling.
6 January 2025 · 2 min read
Harnessing AI in Investment Banking
AI in Project Finance: From streamlining legal agreements and advertising efforts to enhancing risk assessment and project evaluation.
31 July 2023 · 10 min read
Embracing AI in Project Finance
AI in Project Finance: From streamlining legal agreements and advertising efforts to enhancing risk assessment and project evaluation.
1 May 2023 · 6 min read
Analytics Across the Spectrum: Defensive to Offensive Analytics
Data Analytics Overview It is important to understand two major differences in terms used in the data analytics space. The first two terms are very commonly used, the second two are less commonly used in name, however, t
18 October 2021 · 5 min read
Alternative Data for Finance
What is Alternative Data? There has been a big move recently into examining Alternative Data. This term strikes me as odd, as it's pretty tricky to define. For example, suppose you own a grocery store and want to become
18 October 2021 · 3 min read
Why High-Frequency Analysis is the Future of Economic Forecasting
Data analytics and AI depends on historical data to make predictions of the future. During COVID-19, the change in behaviour and increased frequency of global events was enough to overwhelm most models, even sophisticated AI models....
22 August 2021 · 6 min read
Data Analytics Books Recommendations Part 1
If there is one aspect of data analytics that I’ve realised in exceptionally important, it is the ability to tell a story with data.
19 October 2020 · 3 min read
Data Analytics in Finance
Data Analytics in Finance Any Financial Modelling Podcast listener will know that data is a passion of mine. In the past few years, the finance world has woken up to the power of data - from hedge funds to traders. Citad
30 July 2020 · 2 min read
Online Financial Modelling Training
Online Financial Modelling Training I get numerous requests for online training - specifically on project finance modelling. As I’ve written about before, project finance modelling is one of the most complex forms of fin
25 March 2020 · 4 min read
Project Life Cover Ratio - PLCR
The PLCR, together with the DSCR and LLCR, provide a holistic view of a project's ability to repay and restructure its debt. Matthew Bernath Tweet The Key Project Finance Ratios In a Project Finance Model there are three
5 February 2020 · 5 min read
Project Finance Risks and Mitigants
Project Finance Risks and Mitigants Successful project financiers understand the risks involved in project finance and know how to successfully allocate them to the best parties capable of dealing with them. Full risk mi
10 January 2020 · 1 min read
Knowing the Difference - Governing AI
Knowing the Difference*: Artificial Intelligence Governance *This article is based on a Fortune magazine article I read recently and highlights the need for Artificial Intelligence Governance. Headlines have been blaming
17 November 2019 · 4 min read
DealTech Part 3- Let’s Get Practical
DealTech – Let’s Get Practical In the previous two DealTech articles, I discussed how DealTech could revolutionise investment banking through automation and optimisation. In the first article , I introduced the concept o
31 August 2019 · 4 min read
DealTech Part 2 – Where Can DealTech Work in Investment Banking
For DealTech, We Must Ask What is a Deal Anyway? DealTech has many uses in structuring deals, but how can it be applied? When looking at an investment banking deal, one can roughly break it down into the following compon
31 August 2019 · 4 min read
Will data science disrupt financial modelling?
Is the financial modelling profession dead, and if not will it be disrupted by data science like so many other industries? The answer is a little more complicated than a simple yes or no.
31 August 2019 · 3 min read
The Future of Financial Modelling with Lance Rubin
Despite the fact that artificial intelligence, automation and machine learning are so widely discussed at the moment, Microsoft Excel remains one of the most commonly used tools in any finance department. Financial Modelling continues...
31 August 2019 · 1 min read