Catalyst
CATALYST is built for what's next
Your data is spread across too many financial models and lives in too many places. This makes it difficult to access the latest information and prevents you from realizing the value of business intelligence platforms like Power BI.
The result can be costly: decision‑makers are left navigating high-stakes moments with data that isn’t up-to-date, manual processes take up a significant portion of your team’s time, and inconsistent reports across teams create confusion in the boardroom.
On an ongoing basis, we serve highly diverse single and multispecialty medical practices across the nation, including:
Catalyst enables faster, more confident decisions as a single source of financial truth for when it matters most by:
- Standardizing Excel outputs
- Managing financial model templates and version control of models
- Consolidating data into a centralized storage solution where reporting can be built upon
- Delivering business intelligence dashboards to analyze projects on a deeper level
how does CATALYST work?
Move data between models. Automate reporting. Unlock insights.
Catalyst turns fragmented spreadsheets into a single source of financial truth by standardizing Excel outputs and automating consolidation into a governed data layer. By consolidating data, this unlocks the ability for strategic and actionable company-wide reporting built on a common data set.
Select financial modeling templates to be available across the company
Create new financial models from templates for specific projects
Data is consolidated into a governed data layer creating a single source of truth
Create consolidating models that perform further calculations drawing from multiple project models
Explore data in business intelligence reports through Catalyst Intelligence
Components to enable a data-driven modeling environment
Catalyst Ribbon
Excel add-in to securely upload model outputs, access the model library, and ensure version control — right from the tools teams already use.
Catalyst Models
Standardized templates for underwriting and tracking that eliminate model drift and ensure consistent assumptions, outputs, and calculations.
Catalyst Warehouse
A governed Microsoft Fabric data layer with a schema designed specifically for project finance — consolidating data for BI, reporting, and portfolio analysis.
Catalyst Intelligence
Prebuilt Power BI dashboards offering asset-level and portfolio-level insights across performance, forecasts, member returns, liquidity, variances, and more.
Catalyst Ribbon
Excel add-in to securely upload model outputs, access the model library, and ensure version control — right from the tools teams already use.
KEY BENEFITS
Catalyst's approach is flexible, customizable, and secure
One governed source of truth across projects, teams and reports
Standardized data schema defined by industry experts
Eliminate manual copy/paste and accelerate recurring reporting cycles with automated refresh and rollups
Version control, access management, and quality checks build trust, auditability, and scalable operations
Use vetted templates or use your own templates to track projects across the project lifecycle
Prebuilt architecture delivers value in weeks rather than years
“We understand Project Finance, we listened to our clients, and we built Catalyst because the right solution didn’t exist.” - Michael Ruth, Director
Frequently Asked Questions (FAQ):
This FAQ addresses the most common questions we receive about Catalyst.
Catalyst is a modeling and analytics solution that brings structure, data consolidation, and insights to financial data spread across teams and spreadsheets. It standardizes how models output and share data, creating a dependable foundation for analysis, forecasting, and reporting. By eliminating manual consolidation, Catalyst helps organizations make decisions based on timely, trustworthy insights rather than fragmented files. It enables teams to work the way they already do – while setting up their outputs to be consolidated, used in downstream processes, and used as real-time business intelligence dashboards for leadership.
As your portfolio grows, manual consolidation, inconsistent templates, and stale data can compound into costly investment decisions, slower reporting, and rising headcount costs to fight manual processes. Catalyst fixes these problems by standardizing your models, automating consolidation, and giving you a real‑time, trustworthy source of financial truth. We often see that companies’ problems multiply by the number of manual processes they have with each additional project added, resulting in an unaddressed growing issue within FP&A and reporting.
Catalyst is for organizations that manage multiple projects or assets in Excel and need consistent, comparable financial outputs, automated data consolidation, and real‑time portfolio insights to support faster, more confident decision‑making. It is particularly valuable for renewable developers, IPPs, and investors who rely on accurate forecasting and standardized model outputs to evaluate project viability, returns, and portfolio performance at scale.
Excel remains your modeling surface – Catalyst doesn’t replace it. Instead, Catalyst solves the problems Excel alone can’t: inconsistent templates, manual copy/paste consolidation, and unreliable reporting. Catalyst standardizes your outputs, automates ingestion and rollups, and connects everything to real‑time BI dashboards so teams stop debating which workbook is correct.
In‑house builds require specialized data engineering, governance frameworks, and ongoing maintenance. They also take years to mature – and often still lack consistency across teams. Catalyst provides a proven, industry‑informed schema, standardized templates, secure data infrastructure, and prebuilt dashboards. Combined with advisory onboarding, it reduces risk and accelerates time‑to‑value.
Catalyst addresses the core operational and analytical challenges faced by finance, project, and portfolio teams:
• Manual, slow consolidation across dozens of models
• Frequent errors and inconsistent outputs
• Limited visibility and stale dashboards
• Model drift and unreliable cross‑project comparisons
• Costly copy/paste cycles and version confusion
• Rigid or expensive internal BI builds
Catalyst uses role‑based access, audit logs, and versioning controls to protect sensitive information. Our governed warehouse helps ensure data is stored securely and can only be accessed by approved users. Quality checks and controlled uploads further strengthen data integrity and compliance.
Related services
Our solutions are tailored to each client's strategic business drivers, technologies, corporate structure, and culture