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Cloning

Tactyc 1-click templates were desiged help users start with a pre-made template for a specific use case. To customize a template, simply clone it.

Once cloned, you'll be able to set your fund assumptions as the Default case for this model. Simply click the Save as Default on the top right of the Inputs Section to save this model with your assumptions

Why clone a template?#

Cloning a template gives you the following benefits:

  • All charts and visual elements can be customized
  • All notes can be deleted / edited
  • Fund logo can be attached to this interactive model
  • Underlying Excel model is downloadable
  • You can save other scenarios (Low/Base/High) and save them as Cases by clicking the Save icon on the top right of the Inputs Section

How to clone a template?#

Open the 1-Click Template Section and click Start

If the template requires data, Tactyc will ask you to copy your data, otherwise Tactyc will create a cloned version of the template for you to edit.

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