Process Support Services

Support functions that provide additional efficiency in execution

Business development support

  • Building Target/Prospects List
  • Managing Distribution Lists/Contacts
  • Managing Event Attendees Lists
  • Mass Outreach Email Campaigns
  • Migration of CRM Data
  • Updating and Verifying CRM Data
  • De-Duplicating Records
  • Updating Active Deal Information
  • Standardizing Company and Contact Information
  • Tagging and Logging Entities in CRM Database
  • Updating Call/Meeting Notes

Financial Process Services

  • Invoice Processing
  • T&E Claims
  • Vendor Master and Reconciliation
  • Payments
  • Queries
  • PR and PO Processes
  • Balance Sheet Reconciliation
  • Posting Journal Entries
  • FA Transactions
  • Financial Reporting
  • Customer Master
  • Invoicing
  • Cash Application
  • Deduction Management
  • Customer Reconciliation
  • Collections

Graphic Design Services

  • Crafting Brand Identity ​
  • Logo Design​
  • Corporate Stationery​
  • Creating Marketing Materials ​
  • Whitepapers​
  • Brochures/Proposal Decks ​
  • Banners and Flyers​
  • Magazines and Annual Reports​
  • Creating Collaterals for Events and Special Occasions​
  • Posters, Event Creatives, and Holiday Cards​
  • Template Creation, Formatting, and Design​
  • Infographic Layout and Visualization​
  • Professional Brush-up

Library Services

  • Industry and Fund Screenings​
  • List Building Database Support​
  • Trading and Transaction Comparable Pulls from Database​
  • M&A Transaction Runs ​
  • Deal Documents and Information Search​
  • Sourcing Industry/Market Research Reports, Broker Reports and Primers​
  • Macro-Economic Data Pulls and Country Reports​
  • Company and Industry News Runs ​
  • Custom Newsletters​
  • Compiling Public Information Book (PIB)​
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