Vesence

in Excel

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Understand complex spreadsheets instantly.

E9
fx
=SUM(E2:E8)
ABCDEF
1ShareholderSecuritySharesFD %Invested (SEK)Round
2Erik LindgrenCommon500,00025.0%500,000Pre-seed
3Anna BergströmCommon500,00025.0%500,000Pre-seed
4ESOP PoolOptions200,00010.0%Reserved
5Aspen CapitalSeries A400,00020.0%17,000,000Series A
6Birch VenturesSeries A240,00012.0%10,200,000Series A
7Horizon InvestSAFE160,0008.0%5,000,000Seed
8
9Total2,000,000100.0%33,200,000
10
11Round Summary
12Post-money valuation85,000,000
13Price / share (Series A)42.50
14Option pool (unallocated)200,00010.0%
15
16Solvik AB · Org.nr 559123-4567 · Updated 12 Mar 2026
17
18
19
Cap TableWaterfallReturns
100%
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Vesence
What can I do for you?

Connected to the tools your firm already uses

In Excel, Vesence reaches beyond the grid. Your local files, PDFs, Outlook, SharePoint, and the underlying agreements are all one prompt away.

Background

How Firms Are Using Vesence in Excel

Review

Understand complex spreadsheets instantly. Explain formulas, trace how figures flow, and break down data across sheets.

V
Explain the formula in F9 and how it flows through to the Returns sheet

=SUMIF(G2:G8,"Series A",F2:F8) totals the investment for every Series A row — SEK 27,200,000 across Aspvik Capital and Birch Ventures. That figure feeds the Series A entry proceeds on the Returns sheet.

Check

Cross-check data against source documents. Surface mismatches between your spreadsheet and underlying agreements.

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DOCX
Project_Atlas_SHA.docx
Word
Cross-check the cap table against the SHA and flag any mismatches

Aspvik Capital's Series A holding shows 400,000 shares in the workbook, but Schedule 1 of the SHA lists 420,000. The post-money valuation in B12 also trails the SHA by SEK 2m.

Format

Apply consistent currency, percentage, and table styling across your spreadsheet in one click.

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Format this sheet with proper currency, percentage, and table styling

Applied SEK currency with thousands separators, set ownership to one-decimal percentages, and styled the header row and totals to your firm's house format.

Create

Generate a structured, firm-formatted spreadsheet from a term sheet or instructions.

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PDF
Term_Sheet.pdf
PDF
Build a cap table from this term sheet using our standard layout

Built a cap table with one row per shareholder, live SUM formulas for the totals, and SEK currency formatting — ready for you to review before it lands in the workbook.

One workflow. Two surfaces.

The same agent and the same review, in the web app or inside Microsoft Excel.

Background
Johan Lidström, M&A Partner at Cederquist
It elevates our craft without getting in our way. Vesence makes AI feel effortless.

Johan Lidström

M&A Partner, Cederquist

Read the Case Study

Traceable numbers

Reconcile the workbook against term sheets, SPAs, and PDFs. Every figure is backed by a citation you can click to jump to the exact cell or source clause.

Background
The Series A investment totals SEK 27,200,000 — Aspen Capital's SEK 17,000,000 and Birch Ventures' SEK 10,200,000, straight from the cap table.Both figures reconcile with the term sheet — click any citation to jump straight to the cell or the clause it came from.
Spreadsheet Fidelity

Every Edit Is a Live Formula

Vesence writes working formulas and keeps your number formats, styles, and cross-sheet links intact. It never pastes flat values over your model.

F4
fx
450,000=D4*E4
Tracked Changes

Agents Work, You Review

Every edit lands as a tracked change in the grid, with added rows tinted and changed values struck through. Accept or reject them before anything touches your workbook.

XLSXCap_Table_v2.xlsx7 changes
Accept all
ABC
1ShareholderSharesOwn.
2Alpvik Capital850,00037.0%
3Vinterfors Capital300,00013.0%
4Total2,000,000 2,300,000100%
Workbook Intelligence

It Reads the Whole Workbook

Vesence follows every reference across sheets to trace where each figure comes from, catching broken and circular formulas that manual review misses.

Does the cap table foot? Trace the Total to its sources.

The Power of AI,
In Tools You Already Know.

Book a demo to hear more about Vesence.