Investment Evaluation
We help clients in ascertaining the investment attractiveness of target companies by performing rigorous, deep analysis.
Investment Evaluation for Private Equity Firms
Our comprehensive suite of investment evaluation services is meticulously designed to provide a thorough assessment of potential deals, ensuring that private equity (PE) firms have the insights needed for making sound investment decisions. Through a systematic approach, we delve deep into the intricacies of target companies, providing a detailed assessment across various dimensions.
We help PE firms from scrutinizing industry dynamics and growth trajectories to dissecting current strategies and benchmarking performance. We construct robust financial models and conduct thorough valuation analyses. Our services cover a spectrum of critical evaluations. Beyond numerical assessments, we assist in identifying key investment considerations, guiding through due diligence processes, and crafting compelling investment arguments. With a focus on enhancing competitive positioning and unraveling strategic insights, our services aim to equip PE firms with the strategic advantage necessary for successful deal execution.
Investment Evaluation Services
We help clients in ascertaining the investment attractiveness of target companies by performing rigorous, deep analysis.
Screening Memos
- Evaluating CIMs and teasers on opportunities from investment banks and building short memos.
- Summarizing our insights and opinions.
- Reviewing & editing NDAs.
Financial Modeling (Cash Flow Modeling and Forecasting)
- Building assumption-based financial models on the target company.
- Forecasting and estimating future performance to arrive at a fair value.
- Leveraged/management buyout modeling.
- Quality of earnings analysis.
Market Analysis and Competitive Landscaping
- Market analysis of the target industry or focus sub-segment.
- Analyzing key drivers, challenges, market size, and growth potential.
- Researching macroeconomic factors and regulatory frameworks.
- Tracking industry trends.
Databooks
- Condensing data from accounting software into coherent financial statements.
- Creating common-size financial statements and deriving insights on financial trends.
Due-Diligence Support
- Develop a due diligence questionnaire and coordinate with management teams.
- Analyzing retention rates, purchase frequency, average order value, and customer behavior.
- Comparing the behavior of different cohorts to identify patterns and trends.
- Evaluating and summarizing term sheet.
Investment Committee Decks
- Constructing investment thesis to ascertain investment attractiveness.
- Advising on business model, bargaining power in the value chain, and financials.
- Competitive positioning.
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 PE 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 PE 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 PE 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 PE 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.
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.
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.
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 identifying actionable targets.
- 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.
Managing Partners (LPs and GPs)
From deal origination to exit.
Corporate Development Teams
Analyze market attractiveness and identify actionable targets for inorganic growth.
Our Ins(AI)ghts
BLOG
Private Equity Firms Are Leveraging Data and Analytics to Manage Their Portfolio
Private equity (PE) firms are utilizing data and analytics to enhance portfolio management, improve decision-making, and optimize returns. Tools like Pitchbook and predictive modeling help firms track performance, identify opportunities, and mitigate risks. Analytics enable real-time insights, better risk management, and more informed decisions. They also enhance transparency and strengthen investor relations with customized reporting. Data-driven strategies improve operational efficiency and provide a competitive edge in sourcing deals. Ultimately, analytics drive better outcomes and business growth for PE firms.
BLOG
Ways Private Equity and Venture Capital Firms can Protect Themselves from Cyber Risks
Private equity and venture capital firms are increasingly becoming targets of cyber threats due to the sensitive data they manage. Strengthening cybersecurity has become essential to protect intellectual property, financial records, and investor information. The blog highlights key strategies such as implementing robust cybersecurity frameworks, conducting regular risk assessments, training employees, and integrating cybersecurity into the due diligence process. By prioritizing security from the top down, firms can mitigate risks, ensure compliance, and build trust with stakeholders in an increasingly digital investment environment.
