Primary and secondary research-based inputs to enable decision-making across the investment lifecycle

Pre-Engagement Intelligence

• Prospect identification
• Prospect validation
• Identification of reasons to engage
• Mapping client-prospect synergies

Client Acquisition

• Company, industry, competitive intelligence
• Business environment analysis
• Identifying key influencers and decision makers
• Executive/director profiling

Project Execution

• Industry analysis: trends, drivers and challenges
• Opportunities
• Benchmarking exercise

Account Management

• Competitor analysis
• Industry leadership tracking
• Relevant newsletter communication
• Communicating industry best practices

Getting competitive intelligence and enabling insightful, research-driven creative pitches.

Prospect Support

• Competitor benchmarking
• Market analysis, drivers, challenges, opportunities
• Media spend tracking and analysis

Pitch Support

• Pitch document creation
• Competitive intelligence
• Identification of key decision makers
• Promotion analytics

Strategy Support

• Business planning and strategy formulation
• Target segment tracking
• Trend analytics
• Competitor benchmarking

Account Management

• Category and Consumer analysis
• News flow tracking

Primary and secondary research-based inputs to enable decision-making across the investment lifecycle

Pre-engagement Intelligence

• Deal sourcing and lead generation working directly with Principals and Partners
• Industry and sub-segment analysis
• Quick turnaround opportunity assessment

Due Diligence Support

• Validation of investment hypothesis
• Company deep dive and performance benchmarking
• Identification of key decision makers
• Financial modeling

Portfolio Management

• Tracking portfolio companies on chosen industry metrics
• Benchmarking exercise with peer group companies
• Strategy and marketing support

Exit and Sell-out

• Formulating exit strategy
• Risk analysis
• News flow tracking

We provide support in the following areas:

• Sector landscape analysis
• Company profiling
• Preparation of pitch books
• Due diligence
• Company comparables analysis
• Precedent transaction analysis
• Financial modeling
• Model based transaction analysis

• Tracking of specified stocks and sectors
• Pre and post earnings notes
• Building and maintaining financial models
• Impact analysis for major events
• Sector analysis