Upload entire CIMs, financial statements, and market research—Shortcut parses 100+ page documents and builds models automatically

Processing 50+ PDFs Simultaneously with Shortcut

Financial professionals waste hours manually transcribing data from PDFs into Excel. Whether it's a 200-page Confidential Information Memorandum (CIM), quarterly earnings reports, or market research, the process is tedious and error-prone.

Shortcut eliminates this bottleneck entirely. Upload up to 50+ PDFs simultaneously—each 100+ pages—and watch as Shortcut intelligently parses the data into your preferred model format.

How It Works

Our specialized in-house PDF breakdown tool doesn't just extract text—it understands financial document structure. When you upload a CIM or 10-K, Shortcut identifies:

📊 Financial Data

• Historical financial statements and line items
• Management discussion and analysis (MD&A) sections
• Key assumptions and growth projections

📈 Market Intelligence

• Market comparables and industry benchmarks
• Transaction details and capital structure
• Competitive positioning data

Simply attach your PDFs and prompt: "Build a three-statement model from these historical financials" or "Update my DCF with the latest 10-K data." Shortcut handles the rest.

Real-World Applications

Investment Banking

Analysts receive a 150-page CIM on Monday morning. Instead of spending two days building a model from scratch, they upload the CIM to Shortcut with their firm's LBO template. Within minutes, they have a working model ready for refinement.

Private Equity

During diligence, PE associates need to compare target financials against management projections. Upload both the historical audited financials and management's projection deck. Shortcut builds a integrated three-statement model with variance analysis already populated.

Corporate Development

When evaluating acquisition targets, corp dev teams receive financial information in inconsistent formats. Upload all PDFs—regardless of structure—and Shortcut normalizes the data into your company's standard reporting format. Perfect for building your discounted cash flow models.

Integration with EDGAR Data

For public companies, combine PDF uploads with our EDGAR integration. Just prompt "pull the last three 10-Ks from Adobe and build a revenue analysis"—Shortcut fetches the filings and processes them automatically. No more manual downloads from SEC.gov.

Supported Formats and Use Cases

Shortcut handles various financial documents:

•
CIMs and Offering Memoranda: Extract historical financials, build buyer models
•
10-Ks, 10-Qs, and Annual Reports: Public company analysis and comps
•
Management Presentations: Projection models and scenario planning
•
Audit Reports: Quality of earnings analysis
•
Market Research: Industry assumptions for TAM/SAM calculations

Accuracy at Scale

Unlike generic LLMs that struggle with financial PDFs, Shortcut was built specifically for this use case. Our system:

✓ Structure Recognition

• Recognizes table structures across different formatting
• Handles multi-page tables that span sections

✓ Formula Preservation

• Preserves formula relationships when transcribing
• Flags inconsistencies and missing data for review

We benchmark against ex-analysts from Goldman Sachs, Morgan Stanley, and KKR to ensure output matches professional standards. Learn more about our approach to privacy and data handling.

Workflow Optimization

Combine PDF uploads with other Shortcut features for maximum efficiency:

Templates: Use your firm's standard models via template imports
Targeted Edits: After initial build, update specific sections with new data
Ask Mode: Query your PDFs directly: "What was EBITDA margin in Q3 2023?"

🚀 Getting Started

Upload PDFs in both the web app and Excel plugin. For recurring workflows, save common prompts in the Prompt Library: "Build LBO from CIM using [Template Name]" becomes a one-click action.

The era of manual PDF transcription is over. Let Shortcut handle the data extraction while you focus on analysis and decision-making.

Ready to automate your PDF processing?

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