Private Equity Outsourcing Services

Comprehensive deal execution, monitoring, and reporting services for capital deployment and fund-raising activities for private equity funds across the investment life cycle.

Private Equity Outsourcing services

Industries We Serve

BFSI (Banking, Financial Services, and Insurance)

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Capital Markets

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TMT (Telecom, Media & Entertainment, & Technology)

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Other Industries

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Partner of Choice for

Private Equity Outsourcing Support Services

The private equity (PE) industry is witnessing a surge in competitiveness for good deals. To consistently excel in sourcing and managing investments, PE firms require trusted and seasoned partners who can deliver comprehensive, dependable, and actionable research insights. Engaging with a right-fit outsourcing partner can bring functional, cultural, and strategic alignment, seamlessly integrating with the in-house teams. A strategic partnership with SGA offers a holistic range of solutions and adapts swiftly to evolving deal pipelines and market conditions, just as true collaborative partners do.

That is what SG Analytics (SGA) is all about.

For the last 18 years and running, SGA has been a trusted partner in the US for global private equity firms by providing research, analytics, advisory, outsourcing, and consulting services across all aspects of the investment life cycle to limited partners (LPs) as well as general partners (GPs).

Generative AI Development
We Help Boutique, Lower &

Middle-Market Private Equity Firms

  • Identify actionable targets with SGA’s AI-powered accurate and fast insights, deep understanding of industries, and unconventional research methodologies.
  • Efficiently evaluate opportunities by utilizing SGA’s in-house automation and efficiency tools such as workflow management and automated work products for data extraction, Investment Committee presentation creation, comps building, and automation-driven financial models.
  • Maximize returns from investments by monitoring portfolio companies using SGA’s visualization dashboards, financial planning and analysis (FP&A) and accounting and chief financial officer (CFO) outsourcing services.

Private Equity Services & Solutions

Through our team of experienced private equity analysts, SGA offers in-depth and customized services across the investment deal life cycle. This includes deal sourcing, target evaluation, investment review, and portfolio management services. We have expertise across domains, functions, and a wide array of sectors, and we have helped private equity firms fund deployment and monitoring across developed and emerging markets.

Complementing this are our graphics & publishing team, and technology & automation specialists, which equip us with a comprehensive suite to offer to our clients.

Our Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.

Design and Publishing Services

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Technology-Driven Solutions

We’ve integrated solutions for repetitive tasks into our PE technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.

Business Information Services

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Experts

Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Design and Publishing Services

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Technology-Driven Solutions

We’ve integrated solutions for repetitive tasks into our PE technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.

Business Information Services

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Experts

Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Our Dedicated Technology Suite for Private Equity Firms

We have identified the manual, repetitive, and tedious tasks and incorporated them into our PE technology suite. Optimize your workforce strategy by leveraging our technology suit to enhance productivity across business development, investment, and operating teams.

Business Development Teams

Customized AI-powered web crawler for PE firms to curate an actionable target list.

Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM.

Investment Teams

Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using GenAI.

Automate financial summaries and standardize evaluation parameters for assessing targets.

Operating Partners

Create data-driven dashboards to report PE/VC fund performance.

Generate insightful MIS reports & dashboards on portfolio companies’ performance.

Our Automation-Powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution.

Workflow Management

  • Automate and streamline request life cycle and evaluate capacity availability.
  • Track the time spent on each request through a single dashboard view for managers.
  • MIS reporting feature to track productivity.
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Workflow Management

Knowledge Management System

  • Centralized knowledge repository leveraged by teams globally.
  • User-friendly search through available content to reduce TAT and increase efficiency.
  • Easy to implement, integrate, and customizable as per the client’s requirements.
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Knowledge Management System

Custom RPA Tools

  • Automated data extraction from structured and unstructured sources.
  • AI-/ML-driven NLP tools for processing qualitative information.
  • Automated quality check and assurance tools.
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Custom RPA Tools
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Our Value Proposition

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution.
Our Value Proposition
  • Expertise across sectors, domains, and regions.
  • Increased probability of winning deal mandates.
  • Shortened time-to-market.
  • Optimized resource capacity.
  • Flexibility to quickly ramp up/down the team.
  • Tailored engagement models.
  • Final-form research.
  • On-going cost efficiencies.
  • Functional, cultural, and strategic alignment.

Who We Work With

Global CFOs

Includes valuation, FP&A, and reporting services.

Deal Sourcing Teams

Identify targets and implement outreach activities.

Corporate Development Teams

Analyze market attractiveness and identify actionable targets for inorganic growth.

Managing Partners (LPs and GPs)

From deal origination to exit.

Our Ins(AI)ghts

BLOG

Investor Sentiment in the US-China Trade Pause

The recent 90-day tariff rollback between the U.S. and China has lifted public market sentiment. However, private equity investors remain cautious. With no permanent resolution, PE firms are holding back on major deals, focusing instead on scenario planning, supply chain adjustments, and portfolio resilience. Short-term gains from lower tariffs are unlikely to shift valuation models or exit strategies, as fundamentals and geopolitical risks still dominate the investment landscape. In this uncertain environment, disciplined capital deployment, geographic diversification, and operational agility are key to navigating trade-related volatility.

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BLOG

Sustainable Investing in Private Markets: Quiet Evolution, Not Death 

Sustainable investing in private markets is evolving. Despite reduced public ESG fanfare and a decline in impact fund fundraising, private equity firms continue to integrate ESG into core strategies. For instance, rebranding as responsible investing emphasizes materiality and long-term value. Data shows that ESG does not hurt returns. Instead, high-rated ESG funds outperform. While Europe advances regulation, the US sees political pushback. Climate investing remains a key focus, though risks like tariffs and deregulation loom. Therefore, for ESG to thrive, it must deliver measurable impact and financial results.

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End-to-end private equity support services across investment lifecycles enable you to focus on your core competencies.
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