Analytical Services Structured for Investment Decisions
Our service areas align with distinct analytical needs within institutional investment workflows. Each engagement type addresses specific decision support requirements, from transaction evaluation through ongoing portfolio monitoring to board-level communication.
Return to HomeThree Primary Service Areas
Our work organizes around analytical needs that investment professionals encounter regularly. Each service area applies our stratified methodology to specific decision contexts, providing depth where it supports the particular decisions at hand.
Private Equity Research
Comprehensive analytical support for investment evaluation and portfolio monitoring. Our work addresses market assessment, competitive positioning, and financial projection review—structured to integrate directly into investment committee processes and board reporting requirements.
Buy-side diligence supporting transaction evaluation
Portfolio company monitoring and operational assessment
Market entry and expansion opportunity analysis
Cross-border transaction support with regional expertise
Typical timeline: 6-10 weeks depending on scope
Quantitative Screening Models
Development of systematic quantitative frameworks for investment screening and portfolio construction. We create rules-based models that apply consistently across investment universes, with complete documentation supporting implementation and ongoing use.
Multi-factor screening model development and testing
Historical backtesting with performance attribution
Implementation guidance and parameter sensitivity analysis
Documentation for governance and investor reporting
Typical timeline: 8-12 weeks including backtesting
Board Presentation Support
Analytical and presentation support for board-level financial communications. We help finance teams prepare clear, compelling materials covering financial analysis, visualization development, and narrative structuring that supports informed board oversight.
Financial performance analysis and trend visualization
Board material development and presentation structure
Competitive context and market position assessment
Ongoing quarterly support or project-based engagement
Typical timeline: 2-4 weeks per board cycle
Selecting Appropriate Service Support
Transaction Evaluation
If your need centers on evaluating specific investment opportunities or monitoring portfolio company performance, Private Equity Research provides comprehensive analytical depth for these decision contexts.
Typical users: PE firms, corporate development teams, family offices evaluating direct investments
Systematic Strategies
If you're developing rules-based investment approaches or systematic screening frameworks, Quantitative Screening Models delivers documented, backtested systems ready for implementation.
Typical users: Institutional asset managers, hedge funds, wealth managers seeking systematic approaches
Board Communications
If your requirement involves preparing financial materials for board review or enhancing reporting quality, Board Presentation Support provides analytical and communication expertise.
Typical users: Portfolio company CFOs, PE portfolio operations teams, corporate finance departments
Multiple Service Needs
Many clients find their analytical requirements span multiple service areas. A portfolio company might need both ongoing board support and occasional transaction diligence. An asset manager might combine quantitative model development with ad hoc research projects. We structure engagements to address specific needs rather than requiring commitment to particular service categories.
How Engagements Develop
Initial Scoping
Projects begin with understanding your specific analytical requirements and timeline constraints. We discuss deliverable format needs, review checkpoint preferences, and scope boundaries. This scoping phase ensures alignment on what work will accomplish and how it integrates with your decision processes.
Most scoping discussions conclude within a few business days, producing clear engagement parameters and timeline expectations. There's no obligation to proceed beyond this exploratory phase.
Project Execution
Engagements proceed with regular communication and progress updates. We maintain flexibility to adjust analytical emphasis as findings develop or as your information needs evolve. Most projects include formal review points allowing feedback incorporation before final delivery.
Timeline management prioritizes delivering useful analysis within your decision windows. We structure work to provide preliminary insights when timing matters, with comprehensive documentation following.
Pricing Structure
Service pricing reflects typical engagement scope for each analytical area. Private Equity Research pricing assumes comprehensive diligence covering market, competitive, and financial assessment. Quantitative Model pricing includes development, backtesting, and documentation. Board Presentation Support pricing covers analysis and material preparation for a single board cycle.
Actual engagement costs may vary based on specific scope requirements, timeline compression needs, or expanded deliverable requests. We provide clear pricing during scoping discussions rather than working from standardized packages that might not match your actual needs.
For ongoing relationships involving multiple engagements, we can structure retainer arrangements providing predictable access to analytical capacity. These work well for regular board support or systematic portfolio monitoring needs.
Discuss Service Alignment with Your Needs
If you're evaluating analytical support options, we'd welcome discussing which service areas might address your requirements. Initial conversations focus on understanding your context rather than presenting standardized offerings.
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