How we helped a Private Equity client to create a Fundraising Tracker

Finance and Investment concept.Money management and Financial chart.blur focus

How we helped a Corporate client to prepare Monthly Board Presentation which provides a Financial Snapshot of the company and other supplemental analysis

How we helped a Private Equity client to prepare a comprehensive dashboard to evaluate and analyze performance trends

Spotlight - Financial Dashboard for Restaurant Franchise

How we helped a Private Equity client to track the Post-Covid Valuation of the portfolio companies in comparison to the Peers

How we helped an Investment Banking client to Prepare the Bid Book and monitor the Bids Tenders by the buyers

How we helped a Private Equity to change the method of Valuing one of the client’s PortCo from Post-money Equity Value to DCF, Trading, and Transaction Analysis

How we helped a Private Credit client to build a Live Dynamic Portfolio Monitoring Dashboard to view details pertaining to their portfolio

How we helped a Cryptocurrency Mining client to build a Competitive Benchmarking Deck to be used for Analysis

Fund Level_Valuation Memorandum

How we helped a Family Office client to build a template and analyze past and current sales data based on different identifiable metrics

business man financial inspector and secretary making report, calculating or checking balance. Internal Revenue Service inspector checking document. Audit concept