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.
Partner of Choice for
Private Equity 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 for global Private Equity firms by providing research, analytics, advisory, and consulting services across all aspects of the investment life cycle to limited partners (LPs) as well as general partners (GPs).
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) services.
Private Equity Services
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 monitoring 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.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
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.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
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.
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 in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
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.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
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.
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 PE/VC 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
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.
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.
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.
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
The Rise of Private Credit: Why Investors Are Betting Big on this Asset Class
In 2024, private credit emerged as a dominant investment strategy, with global fundraising reaching $197.1 billion, surpassing venture capital for the second consecutive year. Investors are increasingly drawn to private credit for its ability to generate steady income and high-risk-adjusted returns. Insurance companies and retail investors are driving growth, with perpetual-life vehicles gaining traction. Strategic partnerships between private credit firms and banks, as well as consolidation among major players like CVC Capital Partners, highlight the sector’s expansion.
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Private Market Fundraising Slump: Temporary Dip or Structural Reset?
The global private market fundraising landscape in 2024 saw a significant decline, with a 19.1% YoY drop to $1.14 trillion, driven by liquidity bottlenecks, macroeconomic uncertainty, and outdated allocation strategies. Private equity (PE) and venture capital (VC) faced steep declines, with PE raising $487.7 billion and VC dropping 25.8% to $160.6 billion. In contrast, private credit showed resilience, raising $196.1 billion due to the retreat of traditional banks and higher interest rates. Additionally, secondaries fundraising surged by 29.1%, highlighting the growing inefficiencies in private markets.
