Investment Evaluation
We help clients in ascertaining the investment attractiveness of target companies by performing rigorous, deep analysis.
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
Who We Work With
Our Ins(AI)ghts
BLOG
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