Macabacus
Macabacus is a Microsoft 365 add-in for Excel, PowerPoint, and Word that provides financial modeling automation, brand compliance, and presentation tools to investment banks, private equity, venture capital, asset management, corporate FP&A, and consulting firms.
- Company typePrivate
- Founded2008
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Macabacus does
Macabacus is a unified Microsoft Office productivity suite delivered as add-ins for Excel, PowerPoint, and Word, serving investment banking, private equity, venture capital, asset management, corporate FP&A, and consulting firms. The product addresses error-prone financial modeling, manual Excel-PowerPoint synchronization, and inconsistent brand compliance through a portfolio of purpose-built features including Model Check (50+ automated Excel audits), Deck Check and the AI-powered Deck Check AIR, Link Excel to PowerPoint, AI Writing Assistant (AIWA), Logo Library (50M+ logos via Brandfetch), Shared Libraries, Corporate Dictionary, and Tombstones. The technology is built directly into the Microsoft 365 ribbon interface, with shared library content managed via OneDrive/SharePoint and SSO through Microsoft Entra ID or Okta at the Enterprise tier.
The company operates a hybrid product-led growth and enterprise sales motion. Individual users and small teams can self-serve a 14-day free trial and download the add-in directly from macabacus.com or Microsoft AppSource, then purchase Basic ($200/year per seat) or Professional ($360/year per seat) plans online. Larger deployments route through a demo and quote-based enterprise sales motion with a 10-seat minimum, multi-year contracts, dedicated account managers, concierge support, and firm-wide deployment services. Optional professional services revenue includes Excel and PowerPoint configuration ($1,500-$2,500), template design ($2,000-$10,000), and expert-led training sessions, alongside a reseller channel for partner-sourced deals.
Founded in 2008 by former Credit Suisse and Lehman Brothers investment banker Ryan MacGregor (now Chief Product Officer), Macabacus is headquartered in New York, claims 80,000+ finance-professional users across 3,000+ enterprise organizations, and maintains a 4.7/5 rating on G2 and Capterra. The company is privately held with venture capital backing reflected in a board that includes representatives from Elephant and Arthur Ventures, alongside independent director Youngsuk Chi. CEO Charlie Schilling, a former investment banker (Robertson Stephens, SG Cowen, Jefferies) and BCG consultant with senior operating roles at Bloomberg, GLG, General Assembly, and Emeritus, leads commercial strategy.
Macabacus firmographics
Firmographics- Name
- Macabacus
- Legal name
- Macabacus, Inc.
- Website
- https://macabacus.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Macabacus is a Microsoft 365 add-in for Excel, PowerPoint, and Word that provides financial modeling automation, brand compliance, and presentation tools to investment banks, private equity, venture capital, asset management, corporate FP&A, and consulting firms.
- Ownership category
- akta.pro rank
Macabacus industry classification
Industry- Product category
- Financial Modeling and Office Productivity Software
- NAICS
- Software Publishers (5132), Software Publishers (513210), Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Document Creation & Office Suites (BPAMAMAD)
- akta.pro secondary industries
- Model Development & Training Platforms (AutoML, Notebooks, Feature Stores) (HDAEANAB), iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
Keywords
Where Macabacus is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Macabacus business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Licenses: Annual per-seat subscription model with three tiers: Basic ($200/year), Professional ($360/year), and Enterprise (custom pricing). Licenses correspond to individual users who must be directly engaged in the management or operation of the customer's business.
- Professional Services: Optional customization and training services including white-glove onboarding, template design ($2,000-$10,000), Excel configuration ($1,500), PowerPoint configuration ($2,500), and expert-led training sessions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Essential M365 productivity tools for individuals covering Excel shortcuts, formula auditing, and basic color palettes |
| Subscription | Annual | Advanced productivity and brand compliance for power users and teams with collaboration features |
| Subscription | Multi-year contract | Enterprise-grade features with unlimited libraries, admins, advanced collaboration, and premium support |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels9 records
Macabacus product offering
Product offeringCore offering
Macabacus develops and sells a Microsoft Office add-in that runs inside Excel, PowerPoint, and Word to automate financial modeling, audit models and decks for errors, link Excel data into presentations, and enforce firm-wide brand compliance. It is sold as a per-seat annual subscription (Basic, Professional, Enterprise) plus optional paid customization, template design, and training services.
Product overview
Macabacus is a unified Microsoft Office productivity suite delivered as add-ins for Excel, PowerPoint, and Word. The core Macabacus add-in encompasses financial modeling tools (Model Check, Formula Flow, Tracing Tools, Keyboard Shortcuts, Quick Charts), presentation automation (Link Excel to PowerPoint, Presentation Templates, Dynamic Agendas, MasterShapes, Track Changes), and brand compliance features (Deck Check, Deck Check AIR, Corporate Dictionary, Logo Library). The product ecosystem includes specialized sub-products: AI Writing Assistant (AIWA) for generative AI-powered content creation, Formulate for AI-powered Excel formula generation, Doc Builder for Word document templating, and Tombstones for deal credential management. Shared Libraries provide centralized digital asset management across all three Office applications. The platform operates on a tiered pricing model (Basic, Professional, Enterprise) with optional customization services, and is distinguished from competitors by its deep financial workflow integration, audit-first design philosophy, and purpose-built tooling for investment banking, private equity, and consulting workflows.
Differentiator
Problem solved
Functional benefit
Products and services
- Macabacus Add-in for Excel, PowerPoint, and Word
- Macabacus Lite for Excel
- Customization and Training Services
Companies that use Macabacus
Customer profileNamed customers8 records
Segments6 records
Ideal customer profiles6 records
Macabacus technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability6 records
Feature10 records
Macabacus partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- LSEGcoreCo-presented on-demand webinar 'The AI Edge in Investment Banking' featuring experts from LSEG and Macabacus. The webinar covered practical insights about AI's influence on the future of banking and how finance teams can leverage AI alongside Macabacus for enhanced productivity.
- BrandfetchcoreBrandfetch provides the logo database powering Macabacus Logo Library with access to 50M+ global brand logos. Logos are integrated directly within PowerPoint for tombstones, pitch decks, and client materials without requiring separate research.
- Financial Modeling World Cup (FMWC)minorMacabacus partners with FMWC to support elite Excel and financial modeling competition. Partnership aims to champion faster, more accurate modeling practices and elevate standards in the finance profession.
- Recalc AcademyminorRecalc Academy includes Macabacus training in its Private Equity and finance training programs. The partnership formalizes Macabacus as a curriculum component for professionals learning spreadsheet efficiency and financial modeling.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Macabacus competitors and assessment
Company assessmentBroad incumbents
- Bloomberg Terminal: Broad incumbent used by investment banking and asset management professionals. Although primarily a data and analytics terminal, it intersects with Macabacus's pitch book and modeling workflows at enterprise clients.
- Pitchbook: Private capital market data and workflow platform used by PE, VC, and investment banking professionals. Competes for the same productivity and analysis budget at firms that are Macabacus's core customers.
- Microsoft Copilot for M365: Microsoft's native AI productivity suite embedded directly in Excel, PowerPoint, and Word. As it evolves, it represents both a threat (native functionality) and a tailwind (Microsoft Partner ecosystem visibility) for Macabacus.
- FactSet: Broader incumbent in financial workflow software, offering data, analytics, and content tools for investment professionals. While primarily data-focused, FactSet competes for the same enterprise wallet and is referenced on Macabacus's competitive comparison pages.
- S&P Capital IQ Pro: Broad incumbent platform for financial professionals combining data, research, and workflow tools. Competes with Macabacus for the finance productivity budget at large institutions and appears on Macabacus's competitive comparison set.
Emerging players
- Carta: Platform serving venture capital and private equity with cap table, fund administration, and portfolio monitoring. Overlaps with Macabacus's VC and PE customer segments where modeling, IC memos, and LP reporting are shared use cases.
- AlphaSense: AI-driven market intelligence and search platform increasingly used by investment banking and PE teams for research workflow. Overlaps with Macabacus at the productivity layer for finance professionals and is a plausible adjacency for workflow expansion.
Others
- Tableau: Analytics and visualization platform occasionally used in finance for chart and dashboard creation. Indirect competitor for Macabacus's Quick Charts feature and adjacent in the broader finance analytics stack.
Direct peers
- think-cell: Direct competitor offering Excel-to-PowerPoint linking, chart automation, and slide productivity tools widely used in investment banking and consulting. Overlaps directly with Macabacus's Link Excel to PowerPoint, Quick Charts, and presentation automation features.
- Upslide: Direct competitor providing Excel and PowerPoint productivity add-ins for finance and consulting professionals, including financial modeling tools, linking, and brand compliance. Macabacus itself publishes comparison content against Upslide, underscoring direct overlap in target customer and feature set.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Macabacus social profiles
Digital presenceMacabacus financial estimates
Financial estimateRevenue estimate
Valuation estimate
Macabacus leadership team
Management profileNumber of profiles
Profiles13 records
Macabacus funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Macabacus M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Macabacus
What does Macabacus do?
Macabacus develops and sells a Microsoft Office add-in that runs inside Excel, PowerPoint, and Word to automate financial modeling, audit models and decks for errors, link Excel data into presentations, and enforce firm-wide brand compliance. It is sold as a per-seat annual subscription (Basic, Professional, Enterprise) plus optional paid customization, template design, and training services.
Is Macabacus a public or private company?
Macabacus is a private company. It is classified as venture growth investor backed and is currently operating.
When was Macabacus founded?
Macabacus was founded in 2008. It employs 51 to 100 people.
Where is Macabacus based?
Macabacus is headquartered in New York, United States, in the North America region.
How does Macabacus make money?
Two revenue lines are on record. Subscription Licenses are the primary driver. The others are professional Services.
Who are Macabacus's main competitors?
Broad incumbents on record are Bloomberg Terminal, Pitchbook, Microsoft Copilot for M365, FactSet and S&P Capital IQ Pro. Emerging players are Carta and AlphaSense. Tableau is listed as an others. Direct peers are think-cell and Upslide.
Does Macabacus have an API?
No public API is recorded for Macabacus.
What industry is Macabacus in?
Macabacus's product category is Financial Modeling and Office Productivity Software. Its primary akta.pro industry code is BPAMAMAD, Document Creation & Office Suites, with a secondary code of HDAEANAB, Model Development & Training Platforms (AutoML, Notebooks, Feature Stores). Its NAICS code is 5132 and its SIC code is 7372.