AI-powered Deal Support for
Investment Banks, Private Equity & Transaction Teams
SG Analytics (SGA), a Straive company, is the data, research and AI partner to investment banks, private equity firms, private debt funds, transaction advisory teams and valuation teams across origination, execution, analysis and portfolio monitoring. We have supported over 3,000 deals globally. Most fall in the US$50M to US$500M range. Our delivery model is purpose-built for the way live deals actually run.
3,000+
70%
~45%
$50M to 500M
40% to 60%
AI-powered Deal Support for
Investment Banks, Private Equity & Transaction Teams
SG Analytics (SGA), a Straive company, is the data, research and AI partner to investment banks, private equity firms, private debt funds, transaction advisory teams and valuation teams across origination, execution, analysis and portfolio monitoring. We have supported over 3,000 deals globally. Most fall in the US$50M to US$500M range. Our delivery model is purpose-built for the way live deals actually run.
3,000+
70%
~45%
$50M to 500M
40% to 60%
The deal-floor outputs are being rewritten in weeks, not years.
The deal-floor outputs are being rewritten in weeks, not years.
Investment Banks
Sell-side BD and pitch execution, buy-side deal sourcing and outreach, and capital-raise origination, structuring and distribution across equity and debt.
Private Equity
Deal sourcing, investment analysis, portfolio monitoring, operating partner support and post-acquisition value creation across the investment lifecycle.
Private Debt
Opportunity identification, cashflow modeling, underwriting, covenant monitoring and due diligence for performing, private and distressed credit.
Transaction Advisory
Quality of Earnings (QofE), financial due diligence, operational due diligence and deal structuring support.
Valuation Teams
Transaction-related valuations plus regulatory, tax and financial-reporting valuation work.
Investment Banks
Sell-side BD and pitch execution, buy-side deal sourcing and outreach, and capital-raise origination, structuring and distribution across equity and debt.
Private Equity
Deal sourcing, investment analysis, portfolio monitoring, operating partner support and post-acquisition value creation across the investment lifecycle.
Private Debt
Opportunity identification, cashflow modeling, underwriting, covenant monitoring and due diligence for performing, private and distressed credit.
Transaction Advisory
Quality of Earnings (QofE), financial due diligence, operational due diligence and deal structuring support.
Valuation Teams
Transaction-related valuations plus regulatory, tax and financial-reporting valuation work.
Origination & screening
- Criteria-based target screening & ranking (incl. ESG).
- Buyer / investor universe development.
- Sector thought leadership & thematic whitepapers.
- LP / manager / counterparty screening.
Deal execution
- CIMs, teasers, investment memos, IC decks.
- Pitchbooks & management presentations.
- Industry research & company profiles.
- Comparable companies, precedent transactions, football fields.
- Data room support & benchmarking.
Analysis & due diligence
- Financial modeling for DCF, LBO, M&A, trading comps.
- Valuation across multiple methodologies.
- Quality of Earnings & financial DD.
- Operational DD & cohort analysis.
- ESG-integrated due diligence.
Portfolio & value creation
- Portfolio monitoring & BI visualization.
- KPI tracking, variance & covenant monitoring.
- Portfolio company performance enhancement.
- Fund accounting, FP&A, investor reporting.
- GCC build-out for portfolio companies.
Origination & screening
- Criteria-based target screening & ranking (incl. ESG).
- Buyer / investor universe development.
- Sector thought leadership & thematic whitepapers.
- LP / manager / counterparty screening.
Deal execution
- CIMs, teasers, investment memos, IC decks.
- Pitchbooks & management presentations.
- Industry research & company profiles.
- Comparable companies, precedent transactions, football fields.
- Data room support & benchmarking.
Analysis & due diligence
- Financial modeling for DCF, LBO, M&A, trading comps.
- Valuation across multiple methodologies.
- Quality of Earnings & financial DD.
- Operational DD & cohort analysis.
- ESG-integrated due diligence.
Portfolio & value creation
- Portfolio monitoring & BI visualization.
- KPI tracking, variance & covenant monitoring.
- Portfolio company performance enhancement.
- Fund accounting, FP&A, investor reporting.
- GCC build-out for portfolio companies.
Sourcing & Outreach | Top of funnel
Content & Collateral | 40 – 60% faster TAT
Modeling & Analytics | Quant + AI
Portfolio Monitoring | Real-time
AI automates repetitive, data-intensive tasks.
Data ingestion, document parsing, model builds, target screening, comparable analysis and portfolio signal detection. 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. This ensures fact-checking, deduplicating, and tightening the loop every 30 days with about 10 iterations.
40–60%
Reduction in TAT on CIMs, memos, teasers, research & 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, document parsing, model builds, target screening, comparable analysis and portfolio signal detection. 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. This ensures fact-checking, deduplicating, and tightening the loop every 30 days with about 10 iterations.
40–60%
Reduction in TAT on CIMs, memos, teasers, research & 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-enabled delivery stack
Access to SGA in-house tools and subscribed third-party AI tools embedded into the delivery workflow for faster, analyst-verified outputs.
Subject-matter depth
Experts across sectors and sub-sectors embedded alongside analysts. They impart industry-relevant context from day one.
Modeling & econometrics
Financial modeling experts, high-volume data handling and statistical econometric capability for complex quantitative workstreams.
Dedicated DTP & design
Desktop publishing experts, document design and software specialists who match your firm’s house style brief-by-brief.
16 global languages
In-house senior editors align every deliverable to your firm’s tone of voice across sixteen languages. No external localization needed.
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 models, memos, research and deal materials. AI-augmented, human-owned.
AI-enabled delivery stack
Access to SGA in-house tools and subscribed third-party AI tools embedded into the delivery workflow for faster, analyst-verified outputs.
Subject-matter depth
Experts across sectors and sub-sectors embedded alongside analysts. They impart industry-relevant context from day one.
Modeling & econometrics
Financial modeling experts, high-volume data handling and statistical econometric capability for complex quantitative workstreams.
Dedicated DTP & design
Desktop publishing experts, document design and software specialists who match your firm’s house style brief-by-brief.
16 global languages
In-house senior editors align every deliverable to your firm’s tone of voice across sixteen languages. No external localization needed.
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 models, memos, research and deal materials. AI-augmented, human-owned.
Particulars
Retainer
Part-time
Project-based
Best for
Regular, predictable deal flow. Ongoing 1:1 support; 12-month volume predictability.
Unpredictable deal cadence. Nature and timing not predictable; ad-hoc requests.
One-off & urgent. Irregular, unpredictable, single deals or projects.
Key benefit
Direct access to 3-layer delivery team. Knowledge retention. 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 deal flow. Ongoing 1:1 support; 12-month volume predictability.
Unpredictable deal cadence. Nature and timing not predictable; ad-hoc requests.
One-off & urgent. Irregular, unpredictable, single deals or projects.
Key benefit
Direct access to 3-layer delivery team. Knowledge retention. 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