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New product: 'Model Builder'

Apr 10, 2025

An Excel model, for any company, based on your preferences, at the click of a button

We're excited to announce the launch of Primer 'Model Builder', our newest product to enhance an analyst’s company modelling journey.

Put simply, generate an Excel model on any company, based on your preferences, at the click of a button.

Building on our mission to empower analysts with AI that delivers real value, Model Builder tackles one of the most time-consuming yet critical aspects of the investment process.

The problem with traditional modelling

Financial modelling is a critical but often manual process for analysts, taking on average 10%-50% of their daily routine.

Analysts typically spend:

  • Hours extracting data from various filings, earnings calls, and other sources

  • Time piecing together inconsistent periods including tricky stub periods

  • Limited visibility into all available KPIs beyond what standard data providers offer

  • Difficulty tracking qualitative context that gives meaning to the numbers

This process not only consumes valuable time that could be spent on deeper analysis but also introduces the risk of missing key data points or trends that can impact investment decisions.

Enter Primer Model Builder

Primer Model Builder enhances the modelling process, offering:

  • 2 x more KPI lines: Access double the KPI lines than standard providers like Bloomberg or Visible Alpha

  • Complete period coverage: Including all reported periods and stub periods (like "last 12 weeks")

  • Qualitative context: Every data point comes with relevant management commentary attached

  • Multiple template options: Choose from KPIs, P&L, Cashflow, Full Model or Custom templates across our coverage of 2,000+ global companies

Some of our early users told us that Model Builder has been “saving them hours each day", while giving them access to over 30% more historical periods than traditional methods.

Beyond simple data extraction

We don't just stop at data extraction. As you'd expect, we apply our AI reasoning capabilities to help you understand what the numbers actually mean:

  • Smart aggregation of commentary: See relevant management explanations linked directly to specific metrics

  • Historical context: Missing periods (like stubs) calculated for important fields, so analysis can view trends in Key KPIs, like organic growth, over time

  • Seamless workflow integration: Export to CSV for immediate use in your existing models

What’s next

We have a fully fledged feature roadmap for the Model Builder and we welcome any feedback from our users to help steer this path!

  • Forecasting: Primer sets up drivers and dynamic calculations (’formula’) so analyst can make forecast changes instantly

  • Charts, Valuation and Summary tabs

  • Googlesheets integration

  • Aggregation with the full Primer analysis toolkit to research driver suggestions

Ready to transform your modelling process?

Get in touch today

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