What We Do > Investment Insights > Private Equity and Venture Capital Support

Private Equity and Venture Capital Support

In-depth deal execution and monitoring services for capital deployment and fund-raising activities for PE funds across the investment life cycle

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Leverage our bespoke private equity and venture capital research services

We are a partner of choice for leading investment managers with expertise and service offerings to support all aspects of the PE/VC investment cycle across the value chain. We have helped our clients identify great investment opportunities, allowing them to enhance their portfolio performance as well as derive maximum value from existing investments.

Our strong technology platform and subject matter expertise supplement our offerings and allow our clients to fast-track projects and monitor processes efficiently.

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Private Equity and Venture Capital firms

What We Offer

Deal Sourcing

Identifying the most suitable investment targets by following a process of rigorous industry and company screenings.

Private equity support to screen for private or public players based on set quantitative or qualitative parameters
Short company profiles covering a high-level overview of identified targets to get a quick sense of their business model, size, financials, offerings, and management
Provide a high-level overview of the target industry or focus sub-segment within an industry for its key drivers, challenges, market size, and growth potential

Analyze the current valuation in the short-listed sector to see its value attractiveness vis-à-vis overall growth potential
Extensive research on given economies to assess the robustness of various macro-economic parameters, regulations, and corporatization, as a part of our private equity research services

Target Evaluation

Analyzing investment targets by developing an understanding of the business model, industry drivers, financial forecasting, and due diligence support

As one of the leading private equity research firms, we provide a detailed analysis of the focus industry of the target company to understand the growth potential and if the current company strategies are aligned to leverage on the same
Build in the assumption-based financial model on the target company to estimate its future performance to help arrive at a fair value
Conduct detailed valuation analysis of the target company using multiple approaches such as DCF, relative, and SOTP to arrive at a fair value of the company

Benchmark the target company with its peer group, both on operational and financial parameters, to evaluate the target’s performance
Build key investment arguments (pros and cons) for the target company, e.g. business model, bargaining power in the value chain, competitive positioning, and financial performance

Investment Review

Monitoring the performance of portfolio companies by undertaking performance benchmarking, tracking operating industry environment, maintaining dashboards, valuation mark-up analysis, and other exercises.

Providing private equity support to regularly track the key performance indicators of the portfolio companies to get an early sense of expected performance or reasons for underperformance
Create dashboards on operating industries of the portfolio companies to keep a regular track of key indicators
Analyze the variance between the actual and expected financial performance of the portfolio company and its reasons

Benchmark the performance of portfolio companies vis-à-vis its peer group on various operating and financial parameters, and evaluate the reasons for the same
Estimate the carrying value of the portfolio company by notching the investment value up or down on the basis of actual performance, change in estimates (financial model), and market conditions

Value Enhancement

Supporting different value-maximizing initiatives for the portfolio companies and yielding favorable returns for investors.

Assist the fund in devising value-driving activities such as market identification and attractiveness assessment, and vendor selection
Estimate the market size through bottom-up and top-down approaches with our private equity research services
Revenue enhancement and cost reduction analysis by business unit, geographical locations, distribution network, and variance analysis, scenario analysis, sensitivity analysis, and cost structure analysis

Competitive pricing analysis across different product and service categories to help devise pricing strategies for portfolio companies
Identify targets for acquisition, JV, and partnerships through analysis of the business model, financial performance, and growth potential

Investment Exit

Formulating and assisting funds in streamlining the exit process and realizing an optimal exit strategy.

Being one of the top private equity research firms, we develop a detailed assumption-based financial model for the portfolio company to provide potential buyers with a working tool to estimate the financial expectations under various scenarios
Build a detailed valuation model on the portfolio company to justify its value to potential buyers
Write information memorandums (CIMs) on the portfolio company highlighting the investment thesis and mitigant for potential risk factors

Track the deal activities in the operating sector of the portfolio company to understand the environment, bargaining power, and valuation range
Create a list of potential buyers for the portfolio company, both strategic (competitor, peer, on value chain, etc.) and financial (secondary market sale to another PE fund)

Presentations and Graphics Support DTP

End-to-end integration of our presentation services with our PE/VC clients.

End-to-end integration of our presentation services with our PE/VC clients
Presentation support includes formatting and upgrading pitchbooks and investment memos, converting ideas into slides, and creating bespoke slides/charts/graphs/layouts
Design and layout support including designing of factsheets, investment committee memos, marketing flyers, client reports, brochures, white papers, push e-mails, and news digests

Automation and conversion support including automatically updating presentations as underlying data is updated, converting data in MS-Excel files into charts and slides, replicating non-editable PDFs/PPTs into slides, and converting hand drawings into slides
Our team continuously keeps pace with new presentation software and related tools allowing us to exceed client expectations by offering newer and more efficient ways of rendering presentation support

Why SGA

Expertise

Expertise with market data sources leveraged by leading IB and PE firms

Expert Talent

Highly qualified talent pool, with MBA Finance, CFA, and CA background

360° Access

Access to a complete research ecosystem including data sources, graphics team, technology specialists, and sector experts

Flexible

Flexibility in choice of engagement models to quickly ramp up and ramp down

Perspective

Prior experienced SGA analysts at reputed global IB and PE firms add perspective

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Who We Work With

PE & VC Firms

Research-led, efficient seed capital deployment

PE & VC Firms

Research-led, efficient seed capital deployment

Insights

White Papers

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CASE STUDIES

How We Created Impact for a US-Based Debt-Focused Asset Manager With AUM of Over $15BN

How We Created Impact for a Leading US-Based Long-Only Hedge Fund Focusing on Global Equities

Automation-Powered Solution for a Leading Swiss Private Bank Enabling Quick Turnaround and Distribution of the Coverage Universe

How We Created Impact for a U.K. Based Hedge Fund by Leveraging Technology To Glean Investment Insight From Unstructured, Alternative Data

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