We Provide Skilled Team Capable of Delivering Research-Backed Support to Global Buyside Funds Across Fund Life Cycles
Key Tasks Performed by Our Team For Private Equity & Venture Capital Firms
Fund Marketing & Set-up
- Fund Presentation Preparation
- Placement Agents and LP Database Support
- Drafting Fund PPM
- Fund model and business plan
- Deal Pipeline Support
- Fund set-up and compliance research
- Fund CRM update
Fund Investment
- Sector specific research
- Thematic research and industry deep-dive
- Investor activity research
- Industry trends and tailwinds/headwinds analysis
- Target evaluation
- Investment committee notes
- Due diligence support
- Target financial models with scenarios
Fund Investment & Monitoring
- Portfolio monitoring reports
- Portfolio company specific external KPI and intelligence
- LP update reports
- M&A monitoring to research exit potential
- Capital markets monitoring to research exit potential
- Fund MIS and GP dashboard
Our Impact
>20%
Growth in Deal Evaluations & Screening
15% +
Savings in deal closure team
30%
Faster monitoring updates of portfolio companies
Our Engagement Models
FTE Engagement
Trained analysts, associates & VPs supervised as per SLAs
Block of Hours
Pre defined block for flexible engagement needs
Custom Engagement
Bespoke solutions covering customized analyst staffing for more than 5 FTEs
Clients Speak
What Differentiates Us ?
Highly Qualified team of CAs (CPA equivalent), CFAs & MBAs
100+ Hours of rigorous training covering skills like financial modeling, IM preparation and business analysis
Expertise across 45+ Industries with 1000+ internal templates and knowledge SOPs
Access to leading market databases
Robust data security and privacy protocols
