Underwrite Inside the Deal
Underwriting doesn't belong in a separate Excel file that goes stale the moment the deal moves. MyDealTeams gives every location, project, and portfolio its own pro forma — with cell-level editing, formulas, and full version history.
Why Excel Underwriting Breaks
The standalone pro forma is the most common source of deal-team pain.
Versioning chaos
Pro-forma-v3-FINAL-v2.xlsx is the symptom of a broken process.
No tie to the deal
The model lives in Dropbox. The deal lives somewhere else. They drift apart.
Formulas as black boxes
One analyst changes a formula in row 47 and the entire model breaks silently.
What MyDealTeams Does
Pro formas become part of the deal record, not a separate file.
Cell-level editing
Edit any cell with formula support, just like a spreadsheet — but inside the deal.
Quarterly breakdowns
Switch between annual and quarterly granularity without restructuring the model.
Version history
Every saved state is preserved. Roll back, compare, or audit at any time.
Template-driven
Build pro formas from Acquisition, Operating, and ROI Analysis templates.
Linked to the deal
Pro formas live on the location, project, or portfolio — never in a separate tool.
Share with controls
Share the model with partners through the platform — not through an attachment.
How Teams Use It
Acquisition underwriting
Build the acquisition pro forma where the rest of the deal data already lives.
Operating model maintenance
Update the operating model as actuals come in — same workspace, no exports.
Scenario modeling
Save alternate versions for sensitivity testing — without polluting the live model.