Our Services
Deal Sourcing & Market Intelligence
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Identify investment opportunities through proprietary research and data-driven screening.
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Build comprehensive target lists tailored to your firm’s investment thesis.
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Conduct deep sector research and monitor trends to uncover alpha-generating ideas.
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Provide custom market maps, competitor benchmarking, and growth opportunity analysis.
Financial Modeling & Valuation
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End-to-end 3-statement financial models (revenue build-up, cost structures, working capital).
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LBO models with sensitivity/scenario analyses to assess returns under multiple conditions.
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Comparable company & precedent transaction analysis for benchmarking valuations.
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DCF, merger models, and portfolio company operating models.
Pitchbook & Investment Memoranda Support
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Investor pitchbooks, CIMs, teasers, and information memoranda tailored to PE/IB standards.
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Company profiles, market snapshots, and benchmarking inserts.
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Formatting & design that aligns with global IB/PE style guides.
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End-to-end deck creation: from research to financials to visuals.
Portfolio Company Support
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Strategic planning: annual budgets, 5-year business plans, and KPI dashboards.
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Performance monitoring: variance analysis, benchmarking, and board reporting packs.
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Value creation support: market entry strategies, operational benchmarking, and pricing analytics.
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Exit planning: valuation benchmarking, vendor due diligence, and exit materials.
Fundraising & Investor Relations Support
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Fund pitch decks, PPMs, and investor update presentations.
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Investor outreach support: data gathering, LP targeting lists, and outreach tracking.
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Quarterly reports and performance dashboards for LP communication.
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Benchmarking your fund’s strategy and performance against peers.
Customized Research & On-Demand Support
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Sector-specific deep dives (tech, healthcare, consumer, manufacturing, etc.).
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Competitive benchmarking tailored to client mandates.
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Data extraction, cleaning, and synthesis from multiple sources.
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On-demand analyst support — when you need extra bandwidth, we scale with you.