PE/VC Research Solutions
PE/VC Research Solutions
We provide private equity/venture capital (PE/VC) firms the much-needed flexibility to manage highly volatile workflow on either a retainer or a project-specific basis.
We work as an extended arm of our clients, and ensure that all regular and critical functions of the funds, such as opportunity screening, due diligence, periodic reporting, business development, portfolio monitoring, and whitepapers, are carried out irrespective of any spikes in investment activity.
Support we offer:
Direct Private Equity / Venture Capital
Sourcing, Deal Origination and Target Screening
- Market mapping
- Industry overviews and trend identification
- Target screening private and public players
- Trading / Transaction comps
- Valuation analysis
- Company profiles
- Hypothesis validation
- Thematic research
Market Tracking and Investment Pipeline
- Country and market tracking
- Industry KPI dashboard
- Startup monitoring
- Tracking deal activity
- Attractive companies database maintenance
- Fund database integration with CRM tools
Target Evaluation
- Industry deep dives
- Industry trend and challenges identification
- Current and latent market sizing
- Competitive landscaping
- Financial modelling and valuation analysis
- Developing investment thesis / report
Live Deal Support
- Due diligence
- Brief industry overviews
- User analysis including cohorts, unit economics
- Competitor profiles
- Market mapping / Landscapes
- Peer group benchmarking
Portfolio Monitoring
- Deal activity summary
- Trading and transaction comparable
- KPIs tracking
- Budget vs actual variance analysis
- Peer group benchmarking
- Portfolio benchmarking
- Cohort analysis
Portfolio Company Advisory
- Landscape periodicals
- Periodic reporting and updates
- M&A support
- Opportunity assessment
- Market selection and entry strategy
- Market sizing
- Competitive analysis
- Data analytics
Indirect Private Equity / Funds of Funds
Business Development and Content Management
- RFP / RFI / DDQs (Due diligence questionnaires)
- Consultant database management
- Client / Sales presentations
- Fund marketing presentations / Reports
Business Market Intelligence
- Lead generation
- Competitive analysis
- Ad-hoc research
Fund of Funds Due Diligence Support
- Preliminary investment memorandums
- Detailed investment committee memorandums
- Fund screening, performance benchmarking and comparable
- Attribution analysis
- Fund performance analysis
- Fund revaluation
- Fund cash flow modeling
- Fund track record analysis
Portfolio Monitoring Support
- Model and dashboard creation
- Periodical updates
- Dynamic valuation models
- Qualitative / Quantitative information
- Data validation
Portfolio Valuation and Verification
- Content and library management
- Update proprietary databases
- Conference lists and pipeline identification
Investor Reporting
- Customized reports for internal investor reporting
- Market overviews with focused sector coverage
- Fund / Portfolio commentaries
- Performance report
- Partnership summary
- Customized reports
Daily / Weekly Newsletters
- Market intelligence gathering and dissemination
Private Credit
Deal Origination and Target Screening
- Debt tracker
- Bonds comps
- Target screening
- Trading / Transaction comps
- Company / Credit profiles
- High yield bond database
Market Tracking and Investment Pipeline
- Country and market risk analysis
- Industry overviews and trend analysis
- Industry dashboard
- Tracking deal activity
- Attractive companies database maintenance
- Thematic research
Target Evaluation
- Industry deep dives
- Industry trend and challenges identification
- Current and latent market sizing
- Competitive landscaping
- Detailed financial modelling and valuation analysis
- Developing investment thesis/report
Live Deal Support
- Due diligence
- Part research as a part of ongoing deal
- Relative valuation
- Scenario analysis
- Bonds yield analysis
- Competitor profiles
- Market mapping / Landscapes
- Peer group benchmarking
Portfolio Monitoring
- Financial spreading
- Data room management
- Covenant monitoring
- Quarterly financial update
- Quarterly valuation templates
- Track KPIs / Performance
- Budget vs actual variance analysis
- Peer group benchmarking
- Portfolio benchmarking
Portfolio Company Advisory
- Landscape periodicals
- Periodic reporting and updates
- M&A support
- Opportunity assessment
- Market selection and entry strategy
- Market sizing
- Competitive analysis
- Data Analytics
Real Estate
Screening
- High level screening and analysis to identify potential investment opportunities
- Company overview
- Property database
- Loan database
- Transaction case studies
- Market / Industry overview
- Industry / Company / Property Newsletter
- Deal run / Summary
- Debt screening
- Macroeconomic research
Diligence
- Preliminary, operational and commercial due diligence
- Loan and borrower research
- Property / Tenant research
- Trading and transaction comps
- Company fundamental analysis / Profiles
- Rental benchmarking
- Detailed industry analysis
- Financial modeling / Spreads
- Valuation and Scenario Analysis – LBO, MBO
Deal Acquisition
- Historical financials / Debt analysis
- Sensitivity analysis
- Target Company / Property Valuation (DCF, IRR, CM Multiple, Cap Rate etc.)
- Capital structure analysis
- Investment memorandums and presentations
- Catchment area analysis
- In-depth market / Asset analysis
- Geographical Expansion / Vendor / Partner Identification
Monitoring
- Investment monitoring to pre-empt potential credit issues
- Track operational and financial KPIs of existing investments
- Industry dashboards of key sectors
- Investment portfolio dashboard
- Credit templates to monitor returns
- Detailed financial models of existing investments
- Covenant compliance tracking
- Valuation templates
Infrastructure
Enhance Market Selection and Landscaping
- Market selection and entry strategy
- Target selection, valuations and due diligence
- In-depth market analysis – understanding the infrastructure ecosystem
- Analyzing the macro forces shaping the investment landscape
- Market and competitive intelligence
Strategy Research and Development
- Market opportunity assessment
- Reserve / Supply / Consumption analysis
- Demand pattern modeling
- Supply chain analysis
- Regulatory, legal and policy research
- Thematic research / Emerging trends
- Contract research
- Demand / Supply analysis
- Scenario / Sensitivity analysis
Asset Profiling / Benchmarking
- Detailed asset profile
- Production / Capacity analysis
- Asset mapping
- Understanding the risk-return profile
- Operational Benchmarking
- Financial benchmarking and analysis
Financial Analysis
- Conducting thorough financial analysis of suppliers, competitors or clients
- Operating models, DCF models, LBO models, merger models, and value uplift analysis
- Bolt on acquisition, funding scenario, acquisition impact modeling
- Relative valuation models
- Cash flow modeling, debt capacity and capital structure models
- Waterfall distribution models
M&A Advisory Services
- Identifying potential buyer
- Tracking the deal activities in the operating sector
- Support around post-merger integration, carve outs and separation
- Fair value assessments of target
- Drafting investment memorandum and pitch books
Portfolio Performance Monitoring and Value Enhancement
- Newsletters
- Dashboards
- Market / Product growth
- Geographical expansion
- M&A scenario modeling
- Business plan update
- Variance analysis
Exit planning assistance
- Evaluating the optimal exit approach
- Screening for buyers / bankers
- Marketing presentations / Information memorandums
