Migration Path
PLEXI
vs Spreadsheets
Spreadsheets got you here. They cannot take you further. When the complexity of your portfolio outgrows Excel, PLEXI is the next step — not a rebuild.
- Single source of truth — no more `_FINAL_v3_use this`
- Full audit trail — every change tracked, every value defensible
- 8-week migration — same outputs, zero data loss
42%
of family offices still manage critical financial data in spreadsheets
Source: EY Family Office Study, 2024
Hidden Risks
The Risks You Are Living With
Spreadsheets are not a data management strategy. They are a collection of assumptions, formulas, and manual processes with zero safety nets.
of firms report version conflicts
Version Control Chaos
"Final_v3_REAL_final_updated.xlsx" — sound familiar? Without version control, your team operates on different truths. One wrong file can cascade into misreported NAV, incorrect capital calls, or flawed investor statements.
in documented losses
Formula Errors
Research shows 88% of spreadsheets contain errors. In finance, a misplaced decimal or broken VLOOKUP is not a rounding issue — it is a material misstatement. The $6B London Whale loss started with a spreadsheet error.
automated change records
No Audit Trail
When the SEC asks who changed a number and when, "I think it was Dave, maybe last Tuesday" is not a defensible answer. Spreadsheets have no native audit trail, no access controls, and no lineage.
row ceiling per sheet
Scale Limits
Excel caps at 1,048,576 rows. When your portfolio grows, your fund admin adds entities, or your LP base expands, spreadsheets silently truncate data or grind to a halt. You find out at the worst possible time.
The Path Forward
From Excel to PLEXI in 60 Days
Not a rip-and-replace. A structured, low-risk migration with your embedded PLEXI team handling the heavy lifting.
Discovery & Mapping
We audit your existing spreadsheets, identify data sources, map formulas to platform logic, and catalog every workflow.
Data Migration
Historical data is migrated and validated. Connectors replace manual data entry. Your team reviews everything in parallel.
Workflow Build
Reconciliation rules, reporting templates, and automated workflows replace your most time-consuming manual processes.
Go Live & Support
Your team operates on PLEXI with the embedded engineering team on standby. Old spreadsheets become read-only archives.
The Best of Both
What You Keep. What You Gain.
Migration does not mean losing what works. It means adding what is missing.
What You Keep
- Familiar, intuitive interface your team already knows
- Flexibility to explore data ad hoc and build custom views
- Excel export capability for any downstream workflow
- Self-service reporting without waiting on engineering
What You Gain
- Automated data ingestion — no more copy-paste from portals
- Built-in reconciliation that catches breaks in real-time
- Complete audit trail for every data point and calculation
- Compliance-ready reporting with one click
- Scale to unlimited entities, funds, and data sources
- Role-based access — control who sees what
Ready to Outgrow Excel?
30-minute assessment. We will map your current spreadsheet workflows and show you exactly what the migration looks like.