Private Equity Fund of Funds
Secondary Investors
Debt Capital Providers
Venture Capital
Family Offices/LPs
SBICs
Placement Agent / Brokers
Placement Agent/Brokers
Private Equity Consultants
Independent Sponsors
Portfolio Companies
Business Development
What we do
Investor Relations
Fund Raising & Strategy
- Validating Fund Strategy
- Creating Private Placement Memorandums
- Identifying Potential Investors
- Preparing Investor Profiles
- Preparing Road Show Materials
Marketing & Communication
- Creating Periodic Investor Communication
- Creating Whitepapers and Case Studies
- Content Marketing
- Managing Social Media Platforms
- Packaging and Maintaining Communication Material
Business Development
Proprietary Deal Flow
- Industry Landscaping
- Identifying Potential Targets
- Preparing Target Profiles
- Creating & Maintaining Data Rooms
- Managing CRM Databases
Inbound Deal Flow
- Summarizing Investment Memorandums
- Screening Investment Opportunities
- Identifying & Marketing to Relevant Bankers/Brokers
- Reviewing NDAs
- Deal Viability Analysis
Deal Execution
Research & Due Diligence
- Industry Research
- Detailed Company Profiling and Competitive Landscaping
- Analyzing and/or Creating Data Rooms
- Creating DDQ & Liaising with Management Teams
- Preparing Investment Memorandums
- Financial Statement Analysis
Modeling & Valuation
- Financial Modeling & Assumption Validation
- LBO & DCF Modeling
- Operational Modeling
- Sensitivity Analysis
- Trading & Precedent Transaction Comparable Analysis
Portfolio Strategy
Management
- Portfolio Valuations (IRC 409A & ASC 820)
- Identifying Add-on Acquisitions & Potential Acquirers
- Preparing Board Materials
- Maintaining Operating Models
- Creating Market & Consumer Strategy Studies
- FInancial Reporting and Analysis
Data Analytics
- Data Visualization using KPI dashboards
- Reporting & Automation (Excel-VBA-Macros)
- Predictive Modeling
- Text Cleaning & Mining
- Web Scraping (Publicly Available Data)
- Preparing Strategic Plan from Analytical Insights