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 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
Who We Work With
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.
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.
