Stak vs. Spreadsheets
The real competitor. Most PE operators still use Excel, email, and shared drives. See what you gain by switching.
Why Teams Choose Stak
Eliminate Manual Errors
Auto-calculated MOIC, IRR, PPS, carry, cost allocation, and commissions. No formula errors, no version conflicts, no broken links.
Save Analyst Time
Stop spending hours per deal on manual calculations, copy-paste reporting, and email-based investor updates. Stak automates the repetitive work.
Centralized Investor Communication
Replace scattered email threads and shared drive links with a branded investor portal. Every investor gets a secure, real-time view.
Audit Trail & Compliance
Every change is logged. Every document is versioned. Every access is tracked. Spreadsheets offer none of this.
Spreadsheets
Familiar, flexible, no upfront cost. Excel is the default tool for PE operators who have always managed deals manually.
Stak
Eliminate analyst time spent on manual calculations, version control chaos, and fragmented investor communication. One platform replaces 5+ tools.
Feature-by-Feature Comparison
Investor Portal
Investor Portal
Real-Time MOIC & IRR
Document Downloads
Investor Notifications
Investor Profile Management
Multi-Currency Portfolio
Deal Management
SPV Structuring
Deal-by-Deal Fee Economics
All-in PPS Calculation
Pro-Rata Cost Allocation
Multi-Tranche Closings
Error Prevention
Version Control
Document Engine
Confirmation Letter Generation
Annual Report Generation
Capital Call Notices
Branded Documents
Document Versioning
Commissions & Fees
Entry Fee Commission Tracking
Carry Fee Retrocession
Multi-Tier Partner Commissions
Commission Audit Trail
Reporting
ILPA-Aligned Reporting
Custom Reporting Views
Real-Time Dashboards
Security & Compliance
2FA / TOTP
Role-Based Access Control
Full Audit Logging
GDPR & nFADP Compliance
Data Encryption at Rest
Integration & Data
REST API
Excel/CSV Import
Support & Pricing
Published Pricing
Onboarding Support
When to Choose Stak
Your scenario:
You manage PE deals using Excel, email, and shared drives. Your team spends hours on manual calculations, document preparation, and investor updates.
Our recommendation:
Stak replaces the spreadsheet-driven workflow entirely. Import your existing data, set up your first deal in under an hour, and let the platform handle calculations, documents, and investor communication.
Frequently Asked Questions
How long does it take to migrate from spreadsheets to Stak?
Most teams migrate their core data in under a day. Stak supports CSV and Excel import for investors, deals, companies, and investments. Our onboarding guide walks you through the process step by step. Guided migration support is included on Professional and Enterprise plans.
What if I still need Excel for some workflows?
Stak exports to CSV and Excel at every level — portfolio, deal, investor, and commission reports. You can use Stak as your system of record and export to Excel whenever needed for ad-hoc analysis or external reporting.
Is Stak worth the cost compared to free spreadsheets?
Consider the hidden cost of spreadsheets: analyst hours for manual calculations, formula errors that go unnoticed, scattered investor communications, and no audit trail for compliance. Stak eliminates these costs while adding capabilities that spreadsheets simply cannot provide — real-time investor portal, automated document generation, and multi-tier commission tracking.
See Stak in Action
The best way to compare is to try it. Explore the full platform with real (fictitious) data.