Capital Markets Consulting Services and Solutions
AI-powered
SG Analytics (SGA), a Straive company, works with leading investment banks, private equity firms, private debt firms, asset managers, wealth managers, hedge funds, transaction advisors, and sell-side firms spanning the entire lifecycle of the investment and deal. This is powered by a combination of our proprietary toolkit Capital Markets AI Studio combined with a domain-rich, human in the loop.
20+ yrs’
400+
3,000+
40–60%
20,000+
400+
What uses AI, what survives AI, and what gets rebuilt around AI?
What uses AI, what survives AI, and what gets rebuilt around AI?
Investment Banks
Sell-side business development and pitch execution, buy-side deal sourcing and outreach, and capital-raise origination, structuring and distribution across equity and debt.
Private Equity Firms
End-to-end support across the investment lifecycle including deal sourcing, investment analysis, portfolio monitoring, operating partner support, fund accounting, and post-acquisition value creation.
Private Debt Funds
Opportunity identification, cashflow modeling, underwriting support, covenant monitoring and due diligence for performing, private and distressed credit.
Asset Managers & Hedge Funds
Equity research, fixed income and credit research, idea generation, financial modeling and forecasting, asset valuation, fund marketing & analysis, and portfolio analytics for alpha-enhancing asset management.
Wealth Management & Private Banks
Client-ready investment research, model portfolios, financial planning content and CIO-office support across equities, fixed income and alternatives.
Transaction Advisory & Valuation Teams
Quality of Earnings (QofE), financial due diligence, operational due diligence, transaction-related valuations, and regulatory, tax, and financial-reporting valuation work.
Investment Banks
Sell-side business development and pitch execution, buy-side deal sourcing and outreach, and capital-raise origination, structuring and distribution across equity and debt.
Private Equity Firms
End-to-end support across the investment lifecycle including deal sourcing, investment analysis, portfolio monitoring, operating partner support, fund accounting, and post-acquisition value creation.
Private Debt Funds
Opportunity identification, cashflow modeling, underwriting support, covenant monitoring and due diligence for performing, private and distressed credit.
Asset Managers & Hedge Funds
Equity research, fixed income and credit research, idea generation, financial modeling and forecasting, asset valuation, fund marketing & analysis, and portfolio analytics for alpha-enhancing asset management.
Wealth Management & Private Banks
Client-ready investment research, model portfolios, financial planning content and CIO-office support across equities, fixed income and alternatives.
Transaction Advisory & Valuation Teams
Quality of Earnings (QofE), financial due diligence, operational due diligence, transaction-related valuations, and regulatory, tax, and financial-reporting valuation work.
Idea generation, origination & screening
- Tier-based list building of M&A targets and buyers based on relevance and custom criteria
- Criteria-based investment prospect screening & ranking (incl. ESG)
- Fundamentals-based screening & qualification of targets
- Leadership thought pieces, thematics & whitepapers
- Investor / LP / manager screening
Deal / Trade execution
- End-to-end creation & design of in-depth research reports
- CIMs, teasers, investment memos
- Industry research & company profiles
- Relative valuation, trading comps, precedent transactions, football fields
- Operational, financial, and valuation benchmarking
Investment analysis & due diligence
- Initiation reports, IC notes, briefs, cheatsheets
- Financial modeling, cashflow forecasting, valuation
- Financial due diligence & Quality of Earnings
- Market analysis & cohort analysis
- ESG-integrated research
Portfolio maintenance & value creation
- Portfolio monitoring & BI visualization
- Portfolio churn ideas and model portfolio rejigs
- Fund accounting, FP&A, investor reporting
- CFO outsourcing & corporate accounting
- Global Capability Centers (GCC) build-out
- Performance enhancement for portfolio companies (PE)
Idea generation, origination & screening
- Tier-based list building of M&A targets and buyers based on relevance and custom criteria
- Criteria-based investment prospect screening & ranking (incl. ESG)
- Fundamentals-based screening & qualification of targets
- Leadership thought pieces, thematics & whitepapers
- Investor / LP / manager screening
Deal / Trade execution
- End-to-end creation & design of in-depth research reports
- CIMs, teasers, investment memos
- Industry research & company profiles
- Relative valuation, trading comps, precedent transactions, football fields
- Operational, financial, and valuation benchmarking
Investment analysis & due diligence
- Initiation reports, IC notes, briefs, cheatsheets
- Financial modeling, cashflow forecasting, valuation
- Financial due diligence & Quality of Earnings
- Market analysis & cohort analysis
- ESG-integrated research
Portfolio maintenance & value creation
- Portfolio monitoring & BI visualization
- Portfolio churn ideas and model portfolio rejigs
- Fund accounting, FP&A, investor reporting
- CFO outsourcing & corporate accounting
- Global Capability Centers (GCC) build-out
- Performance enhancement for portfolio companies (PE)
AI automates repetitive, data-intensive tasks.
Data ingestion, extraction, document parsing, model builds, target screening, portfolio signal detection are compressed from days to hours on our in-house AI stack.
Humans validate, apply judgment, refine insights.
Our 3-layer execution team includes a VP, Engagement Supervisor and Associate. They review, contextualize and quality-check every AI output against client working culture and deal conventions.
Continuous feedback improves AI & outcomes.
A grounding mechanism plus a separate checker agent runs on every agentic use case ensuring fact-checking, deduplicating, and tightening the loop every 30 days with about 10 iterations.
40-60%
Reduction in turnaround time on CIMs, memos, teasers, research & company profiles
7-14 days
From ideation to a working AI proof-of-concept
4-8 wks
Deployed AI solution supported by experts-in-loop
3×
Target ROI for PE firms & portfolio companies
AI automates repetitive, data-intensive tasks.
Data ingestion, extraction, document parsing, model builds, target screening, portfolio signal detection are compressed from days to hours on our in-house AI stack.
Humans validate, apply judgment, refine insights.
Our 3-layer execution team includes a VP, Engagement Supervisor and Associate. They review, contextualize and quality-check every AI output against client working culture and deal conventions.
Continuous feedback improves AI & outcomes.
A grounding mechanism plus a separate checker agent runs on every agentic use case ensuring fact-checking, deduplicating, and tightening the loop every 30 days with about 10 iterations.
40-60%
Reduction in turnaround time on CIMs, memos, teasers, research & company profiles
7-14 days
From ideation to a working AI proof-of-concept
4-8 wks
Deployed AI solution supported by experts-in-loop
3×
Target ROI for PE firms & portfolio companies
Proprietary AI stack
Two studio environments and eight modules spanning qualitative tasks like memos, teasers, research, quantitative tasks like models, valuation and smart prospecting like target, buyer, prospect lists and outreach.
Subject-matter depth
Experts across sectors and domains embedded alongside analysts, imparting industry-relevant context from day one of every engagement.
Modeling & econometrics
Financial modeling experts, high-volume data handling and statistical and econometrics modeling capability for complex quantitative workstreams.
Dedicated DTP & design
Desktop publishing experts, document design and software specialists who match your firm house style brief-by-brief.
16 global languages
In-house senior editors aligning every deliverable to your firm tone of voice across sixteen languages without external localization agencies.
15+ years’ experience
Strategic oversight, relationship enhancement, escalation management and final gate for every deliverable.
5–7 years’ experience
Day-to-day delivery, utilization & reporting, think-tank exercises for value-adds, quality control and improvement.
2–4 years’ experience
Hands-on execution on all work products and tasks – AI-augmented, human-owned.
Proprietary AI stack
Two studio environments and eight modules spanning qualitative tasks like memos, teasers, research, quantitative tasks like models, valuation and smart prospecting like target, buyer, prospect lists and outreach.
Subject-matter depth
Experts across sectors and domains embedded alongside analysts, imparting industry-relevant context from day one of every engagement.
Modeling & econometrics
Financial modeling experts, high-volume data handling and statistical and econometrics modeling capability for complex quantitative workstreams.
Dedicated DTP & design
Desktop publishing experts, document design and software specialists who match your firm house style brief-by-brief.
16 global languages
In-house senior editors aligning every deliverable to your firm tone of voice across sixteen languages without external localization agencies.
15+ years’ experience
Strategic oversight, relationship enhancement, escalation management and final gate for every deliverable.
5–7 years’ experience
Day-to-day delivery, utilization & reporting, think-tank exercises for value-adds, quality control and improvement.
2–4 years’ experience
Hands-on execution on all work products and tasks – AI-augmented, human-owned.
Particulars
Retainer
Part-time
Project-based
Best for
Regular, predictable workflow. Ongoing 1:1 support; consistent work volume.
Unpredictable workflow. Nature and timing not predictable; ad-hoc requests.
One-off & urgent. Irregular, unpredictable, single projects.
Key benefit
Direct access to 3-layer delivery team. Knowledge retention & steepest learning curve. Most cost-efficient.
Direct access to 3-layer delivery team. Flexibility to mirror deal activity. Limited cost commitment.
Project-appropriate staffing. Effort-based billing.
Surge capacity
Yes, at ad-hoc rates
Yes, at ad-hoc rates
Yes, at ad-hoc rates
Billing
Monthly, in advance
Monthly, in advance
50% advance + 50% on completion*
Trial period
2 months
2 months
None
Termination notice
60 days
60 days
Not required
*Subject to a certain volume and deal size based on mutual discussion
Particulars
Retainer
Part-time
Project-based
Best for
Regular, predictable workflow. Ongoing 1:1 support; consistent work volume.
Unpredictable workflow. Nature and timing not predictable; ad-hoc requests.
One-off & urgent. Irregular, unpredictable, single projects.
Key benefit
Direct access to 3-layer delivery team. Knowledge retention & steepest learning curve. Most cost-efficient.
Direct access to 3-layer delivery team. Flexibility to mirror deal activity. Limited cost commitment.
Project-appropriate staffing. Effort-based billing.
Surge capacity
Yes, at ad-hoc rates
Yes, at ad-hoc rates
Yes, at ad-hoc rates
Billing
Monthly, in advance
Monthly, in advance
50% advance + 50% on completion*
Trial period
2 months
2 months
None
Termination notice
60 days
60 days
Not required
*Subject to a certain volume and deal size based on mutual discussion