IMPACTFUL
ACTIONABLE
INSIGHTS

How we supported a global company conduct due diligence on a Real Estate crowdfunding platform

How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance

How we assisted a Private Equity fund in preparing capital call pushdown entries

How we provided value-add to a Secondaries advisory firm by revamping their reporting templates

How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private

How we helped a Private Equity firm in tracking performances and updating valuations of portfolio companies quarterly

How we helped a global Investment Holding corporation to build a financial statement reporting and operating model automation

How we helped a portfolio company of a Private Equity firm to create a monthly board presentation

How we supported a Real Estate Private Equity firm in creating a fund credit line tracker

How we supported a Hedge Fund in tracking their funds’ performance and providing an overview of the competitive

How we helped a Private Equity firm to build an IOI Memo of an inbound CIM

How we helped a Private Equity firm build a performance tracker for their portfolio company

Franchise Industry Research

How we helped a Wealth Manager analyze and research uncorrelated assets

How we assisted a Secondary Private Equity firm in creating a performance tracker for publicly listed asset managers

How we helped a Real Estate firm identify potential Requests for Proposals (RFPs) for Real-Estate development

How we helped a public equity firm build an automated dataset for active securities using Cap IQ screens

How we helped a private equity firm in updating a fund budget model

How we helped a private equity firm with financial data analysis for an E-commerce hunting company

How we helped a private equity firm in preparing an intercompany report and with reconciliation of workbook

How we helped a private equity firm to build a performance tracking system for one of its portfolio

How we helped a private equity firm build a real estate portfolio cash flow model for analysing its

How we helped an Investment Banking firm in creating a repository of potential buyers in the Plastic Industry

How we helped an Asset Manager in preparing a playbook for Private Equity firms

How we helped a Conglomerate in building a debt refinancing financial model

How we helped a Private Equity firm in building an operating model and investor presentation

How we worked with a Family Office to provide deeper insights into SPACs in the U.S. Healthcare sector

How we helped a PE firm conduct market research on PE activity in France & BeNeLux region

How we helped a Private Equity firm to understand the Residential Real Estate sector in the UK

ABC Company – Debt Cap Table

ABC Company – Long form LBO Model

How we supported the entire diligence process on an LP-led Secondary portfolio deal

ABC Company Oil Fields Valuation Model

How we assisted a Private Equity firm by creating an automized tear sheet using their CRM platform

Affordable housing – Model

Almarai Co. Model

Al-Rajhi Bank Model

Altice USA – DCF Modelling

Company ABC – DCF & Returns Model

How we helped a Sovereign Wealth Fund understand a new ecosystem and provided a recommendation as to which

How we assisted a Hedge Fund to automate their monthly fund summary report

Company ABC – DCF & Returns Model1

Company ABC – DCF Model

Company ABC – Private Co. Model

How we helped a Private Equity firm in performing Consumer Sentiment Analysis on products and brands

Company MNC – Operational Model

Energy Company – Valuation Model

How we helped an Investment Bank in identifying a potential acquisition target for its MNC client

Family Bank Model

How we assisted a client in leveraging data from multiple data vendors to run company valuations

Frontier Communications – DCF Modelling

Media Company – M&A Modelling

Private Company – LBO Model

Shopping Mall Model

How we supported a Real Estate Advisory firm in analyzing the energy consumption trends of supermarkets across the

Short form LBO Modelling

Telecommunication Company Model

How we assisted a Hedge Fund in the valuation of a listed online sports wagering company

Wilmar International_Model

Aerospace Supply Chain Industry Research

Africa Oil & Gas Industry Research

Aircraft Leasing Industry Research

Albanian Oil Industry Research

Analyst Commentary Sample

Aromatherapy Industry Research

Bio-Tech & Pharmaceuticals – Industry Overview & Public Comps

How we helped an Equity Research and Investment Banking firm in recognizing industry trends and taking action

Board Presentation Sample

Broadcast Industry Research

How we helped a Private Equity firm raise funds for its Consumer Durables client

Charter School Industry Research

Company ABC – CIM Summary

Company ABC – Credit Memo

How we helped a Real Estate Private Equity firm in diversifying their portfolio

How we helped an Asset Management firm in building a flexible and comprehensive financial model

Company DEF – CIM Summary

Company XYZ – Investor Memo

How we helped a Venture Capital firm in creating an easy-to-understand and dynamic DCF model

Construction Equipment Leasing Industry Research

Content Generation – Industry Research & Comparable Analysis

Data and Software Solutions Participants – Company Profiling

Digital Audio Advertising – Company Profiling

How we helped a Private Equity firm in facilitating end-to-end financial due diligence on one of the biggest

Equity Bank Kenya – Company Profiling

Esports Industry Research

How we helped a US-based Fintech firm in creating geography-focused industry and target research

F&B Industry Update

FinTech Industry Trends – Industry Research

Gambia Country and Healthcare Industry Research

HNWI Industry Research

HR Software and Technology – Industry Research & Competitor Profiling

How we helped a Private Equity firm in understanding the DevOps Software industry to identify attractive segments

India Two Wheeler Industry Research

Cable Operators – Acquisition Comps

Indian Healthcare Industry Research

How we helped a Private Equity firm in building an operational and transaction model of a Rural Broadband

LAN Airlines – Company Profiling & Financial Analysis

List of HR managment companies

How we helped a Cryptocurrency Miner by creating a model to determine the optimal choice between alternatives

Microbiome Diagnostic Industry Research

Oil & Gas – Distressed Credit Screen

Organic Food – Industry Research & Public Comps

How we helped an Investment Bank create a model for raising debt and calculating warrants

OTT Media Industry Research

Private Credit – Portfolio Tracker

Private Equity Fund III LP – PPM

Qatar Gas Transport Company Model

How we helped a Private Equity client in carrying out data analysis and mapping exercise

Real Estate ABC – Investor Memo

Real Estate Investor Memo Sample

Registered Investment Advisory – Industry Research

Smart Meter Opportunities – Industry Research

How we helped a Private Equity client in conducting a break-even cost analysis between two private jet contracts

Solar Energy – Industry Research and Competitive Analysis

Specialty Pharmacy Industry Research

How we helped a financial advisory team develop a project finance model and investment memorandum

Project ABC – IC Memo

How we helped a Private Equity client in monitoring valuations across their Secondary Credit portfolio

Project XYZ – Portfolio Overview

Real Estate Company –  Public Comparable

Company ABC – Deal Summary

Company X – Deal Summary

Company XYZ – CIM Summary

Credit Opportunities Fund IM

How we provided deal assistance to an Investment Banking client on the sale of a portfolio

Deal Summary Sample

Insurance Company – CIM Summary

List of FinTech companies

Nutritional Supplement – Public and Transaction Comps

Pharmaceutical – Public and Transaction Comps

Plastic Injection Moulding – Financial Buyers List

Singapore Oilfield Services Equipment – Potential Targets

How we helped an Investment Banking client analyze and model various bids received for a sell-side mandate

US Energy and Utilities – Public Comps Analysis

Waste Management – Public and Transaction Comps

How we helped a Portfolio Company in creating multiple marketing materials for Print and Digital platforms

Automobile Company – Dashboard

How we helped a US based Private Equity firm to engage with external and internal stakeholders

How we helped a US based Private Equity client in conducting Financial Analysis of one of its portfolio

How we helped a B2C client in fund raising by creating an operation model

How we helped a Private Equity client in creating a detailed sector analysis research paper

How we helped a Real Estate Investment client in preparing Automated Data Governance reports

How we helped a Private Equity client in preparing a Fund Returns Projection model

How we helped a Hedge Fund in creating monthly NAV and Reconciliation packages

How we helped the client prepare a Supply and Demand model that helped improve Operational Efficiency

How we helped a Private Equity client in performing due diligence analysis for the target company operating in

How we helped Human Resources develop an automated process to send Offer Letters

How we helped a Private Equity client in preparing a Quarterly Portfolio Review

How we helped a Sovereign Wealth Fund client in preparing an Operations model

How we helped an Alternative Asset Management client in Balance Sheet Substantiation

How we helped a Private Equity client in preparing an Investment Committee Deck

How we helped a Private Equity client in analyzing and preparing an ESG scorecard

How we helped a Private Equity client in preparing an LBO Model, Acquisition Financial Model, and an Investor

How we helped a Private Equity client in conducting a Competitor Research Analysis

How we helped an Alternative Asset Management client in fixing and reviewing a broken ‘Buyout Model’

How we helped a Private Equity client in preparing a Fund Administration platform

How we helped a Private Equity client in building a Dynamic Base model for Multi-Level Acquisitions

How we prepared a deal summary for a Private Credit firm and provided a recommendation for a target

How we helped a Family Office perform deal diligence by modeling investment returns and performing a sensitivity analysis

How we assisted a Real Estate firm in tracking the current and future performance of their funds

How we assisted a Private Equity firm in Africa with tracking the performance of their debt portfolio

How we helped an asset manager by providing deeper industry insights and valuation analysis of a pharmaceutical company

How we helped an Asset Manager evaluate a potential investment opportunity by preparing a merger model of two

How we assisted a Private Equity Fund in preparing waterfall work papers to value the fund’s investments

How we assisted a Private Equity Firm in a Sum of the Parts (SOTP) valuation and merger analysis

How we assisted a Private Equity firm by building a fund model to evaluate a secondaries transaction

How we assisted a private investment group by preparing a financial model for a residential housing construction SaaS

How we helped a client make an informed decision about its prospective investment by providing Industry and Country

Construction industry – White Paper

How we assisted a Private Equity firm in modeling and consolidating an add-on acquisition

Content Marketing – Investment Bank Profile1

How we supported an Investment Bank with the valuation and leverage analysis of Commercial Real Estate Advisory companies