Financial & Investment Research

We make investment managers and advisors less busy and more productive. We offer robust, research-driven financial research services for VC and PE firms.


Top-notch Research and Distinguished Insights

Our services are focused to enable investment managers to identify and assess investment opportunities faster and earlier than others. Our close engagement with tech startups enables us to stay abreast of emerging opportunities and technologies.  

Sector Research

We offer quality and unbiased insights on high growth sectors through our bespoke sector research reports. Our consultants have thoroughly covered niche sub-verticals in SaaS and emerging digital technologies such as Marketing-tech, Health-tech, Fintech, Blockchain, and more. We regularly track investments, M&A activities and technology changes in these high-growth segments.

Financial Modeling & Analysis

We develop robust yet user-friendly financial models. Our financial models are light, easy to configure and tweak. Our experience in financial modelling comprises DCF valuation, comparative equity valuation, real estate, scenario analysis, pro forma statements for small businesses. We excel at extensive growth modelling for SaaS startups (incl. complex CLTV, CAC, Churn and cohort calculations.)

Company Profiles

Unlike off-the-shelf cursory reports our company profiles are comprehensive, insightful, and customized. Our company profiles typically include background, strategy, brief sector trend, competitive benchmarking, value chain analysis, financial analysis, customer/distribution analysis and much more. We also develop company briefings as part of a regular portfolio monitoring service.

Information Memorandums

We develop end-to-end information memorandums for independent investment managers and VC/PE firms. The memorandums are often combined with our other services such as financial modeling, valuation, sector and company research.

Presentation Design

Our experience of working with investors, combined with professional design and financial skills make our presentations a cut above the rest. We design impressive presentations for roadshows, analyst presentations, thematic research and more.

Bespoke Services

We offer other tailored services such as macro-economic research, one-page investment briefs, preliminary due-diligence, content development and reader engagement services for financial firms.

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