The model keeps changing. Your confidence shouldn’t.

Specialist modeling intelligence for project finance

Formuly builds and verifies project finance models in Excel, so you stay on the deal. Structured the way lenders and investors expect, every number traceable to its source, and checked continuously as the deal changes.

Book a demo

Built by people who've done the work

We've built, reviewed, and defended project finance models for a living, on deals, for lenders, and as the people who set the standard. Formuly is that expertise, built in.

40+ years

Of project finance structuring, model development, model auditing, and training.
World-class

Nick Crawley co-founded the SMART Methodology, now with 10 years of refinements.
Industry leader

Nick Crawley led the expansion of the global modeling industry. Co-founder of Corality, now part of Forvis Mazars.
Banking

Credit and investment banking experts, with billions underwritten in infrastructure, resources, and power.
Thought leaders

Nick has set the modeling standard for 30 years. More than 100,000 analysts worldwide benefit from his approach.
Enterprise

Led customer-facing banking & enterprise IT strategy and architecture across Asia Pacific.

Stays on the deal
Does the busywork
Moves with the deal
Knows the workflow
Shows its working
Continuously verifies
Tracks every change
Skips the archaeology
Has your back

Your model. Your judgment. Your call.

Formuly works inside Excel, on your workbook, to your standards. It does the mechanical work of building and checking so your attention stays on the deal. It makes the modeler more capable, not less necessary.

Specialist expertise, built in

40+ years of project finance and deal experience, built into how Formuly works. You shouldn't have to teach the tool project finance.
Confidence through rigor

Verification continues as the model changes. Every number traces to its source, so you can explain and defend your work.
Less grind, more headspace

Less checking and rechecking. More space for judgment, and more time on the deal.

Secured for live deal environments

Built for confidential, high-stakes financial work, with enterprise-grade security and privacy at its core.

Enterprise security built in

We follow global security standards to keep your data safe.
ISO/IEC 27001

International standard for information security management.

Audit in progress
SOC 2

Independent audit for security, availability & confidentiality.

Audit in progress

Have questions?

Answers to your questions about how Formuly works, what it can do, and how it enhances your existing modeling workflow.

What does Formuly do?

Formuly is specialist modeling intelligence for project finance. It helps you build and review models in Excel, and verifies them continuously as they change.

Do I have to leave Excel?

No. Formuly is an add-in for Microsoft Excel on Windows. You keep working in Excel, on your own workbook, to your own standards.

Who is Formuly for?

Teams whose financial models decide investments: modelers, analysts, and deal teams working on project finance. It puts good modeling practice into the workflow itself, so the quality of a model no longer depends on who built it.

Does it replace the modeler?

No. Formuly does the mechanical work of building and checking, so your attention stays on the deal. You make the commercial calls, and when Formuly suggests a fix you see exactly what will change, and why, before you accept it.

Is my data secure?

Formuly was designed for confidential deal work. Your input assumptions stay in your workbook: the numbers in your cells are masked before any request reaches Formuly's AI services. Customer data is hosted on Microsoft Azure in Australia, and audits against ISO/IEC 27001 and SOC 2 are in progress.