Price and structure convertible bond new issues directly in Excel
The Kynex Excel Add-In extends the power of Kynex analytics into the Excel workflows investment banking, ECM, and equity-linked origination teams already use for new issue pricing, deal structuring, issuer analysis, and pitch preparation.
Bankers can access convertible bond pricing, risk, and market data directly inside Excel, build custom templates, test hypothetical structures, and refine deal assumptions without switching between systems. For issuance teams, this supports faster client conversations, more flexible structuring analysis, and more consistent outputs across deal teams.
Designed for new issue workflows, the Excel Add-In helps bankers move from issuer question to indicative analysis quickly — supporting real-time structuring discussions with trusted Kynex analytics.
Capabilities
Price hypothetical convertible bond structures directly in Excel
Evaluate proposed convertible bond structures using Kynex analytics inside Excel. Adjust key terms and assumptions, retrieve updated results, and compare indicative economics across different issuance scenarios.
Build and refine deal analysis in the environment bankers already use
Use spreadsheet functions to access Kynex pricing, risk, and market data directly within Excel. Build tailored spreadsheets, templates, and pitch book exhibits for issuer discussions, internal review, and transaction analysis.
Move from client question to indicative output faster
Adjust inputs such as conversion premium, coupon, maturity, volatility assumptions, credit assumptions, equity price moves, and market conditions to understand how different terms affect the economics of a proposed convertible bond.
Support issuer conversations with clearer market context
Bring market data and pricing outputs into Excel to compare proposed structures against relevant issuer, sector, or market scenarios. Use repeatable templates to support pitch preparation and internal deal discussions.
Standardize analysis across pitches, issuers, and regions
Create reusable Excel templates for new issue pricing, scenario review, market monitoring, and issuer-facing analysis. Reduce one-off spreadsheet work while giving teams flexibility to adapt analysis to specific client situations.
Keep Excel-based analysis aligned with Kynex models and data
Excel outputs are powered by Kynex convertible bond models, analytics, and market data, helping bankers, analysts, and origination teams work from a consistent analytical foundation.
Product factsheet
Kynex Excel Add-In
Discover how the Kynex Excel Add-In helps investment banking, ECM, and equity-linked origination teams bring convertible bond pricing, risk, and market data directly into Excel for new issue pricing, structuring analysis, pitch preparation, and issuer conversations.
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What our clients are saying
"A program I use every day. They're a core part of our business."
Asset Manager
"It's the pricing model we use pretty much for everything, whether it's for pitching, whether it's for live transactions or modeling."
Managing Director
"Any time a transaction is announced, it's on their website. You get the details very quickly."
Managing Director
"The fact that it's web based is very appealing. You can pull it up on your phone when you're traveling."
Asset Manager
"Responsive to our requests to make tweaks, to make it more customizable as our needs change."
Managing Director
