What We Do > Investment Insights > Private Equity > Investment Evaluation

Investment Evaluation

We help clients in ascertaining the investment attractiveness of target companies by performing rigorous, deep analysis.

Investment Evaluation
What We Offer
Why SGA
Who We Work With
Insights
Meet Our Experts

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Investment Evaluation for PE Firms

Our comprehensive suite of Investment Evaluation services is meticulously designed to provide a thorough assessment of potential deals, ensuring that Private Equity 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 Private Equity 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 Private Equity funds with the strategic advantage necessary for successful deal execution.

Get in Touch With Our Experts

Investment Evaluation for PE Firms

Get in Touch With Our Experts

Investment Evaluation Services

Investment Evaluation Service for Investment Teams

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 NEWS and 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

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support Private Equity to deliver high-quality, ready-to-use, impactful presentations and conten.t

Technology-Driven Solutions

We've integrated solutions for repetitive tasks into our Private Equity Technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
Click here to know more

Business Information Service

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

Valuation/FM Expert

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 Research Ecosystem

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

SGA Execution Team

Design and Publishing Service

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

Technology-Driven Solutions

Business Information Service

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

Valuation/FM Expert

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.

Who We Work With

Managing Partners (LPs and GPs)

From deal origination to exit

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Corporate development teams

Analyze market attractiveness and identify actionable targets for inorganic growth

Managing Partners (LPs and GPs)

From deal origination to exit

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Corporate development teams

Analyze market attractiveness and identify actionable targets for inorganic growth

Our dedicated Technology Suite for PE/VC firms

We have identified the manual, repetitive, and tedious tasks and incorporated them into our Private Equity 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 Gen AI

View Case Study

Automate financial summaries and standardize evaluation parameters for assessing targets

View Case Study

Business Development Teams

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

View Case Study

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

View Case Study

Operating Partners

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

View Case Study

Generate insightful MIS reports & dashboards on portfolio companies’ performance

View Case Study

Our dedicated Technology Suite for PE/VC firms

Business Development Teams

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

View Case Study

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

View Case Study

Investment Teams

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

View Case Study

Automate financial summaries and standardize evaluation parameters for assessing targets

View Case Study

Operating Partners

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

View Case Study

Generate insightful MIS reports & dashboards on portfolio companies’ performance

View Case Study

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

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

Talk To Our Experts

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

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

Talk To Our Experts

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

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

Insights

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CASE STUDIES

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Talk To Our Experts

Our private equity and venture capital team brings strong industry and functional knowledge, adding value at every step in the investment cycle.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

Talk to our Experts

Our private equity and venture capital team brings strong industry and functional knowledge, adding value at every step in the investment cycle.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

What We Do > Investment Insights > Private Equity > Investment Evaluation

Investment Evaluation

Investment Evaluation for PE Firms

Investment Evaluation for PE Firms

Investment Evaluation Services

Our Research Ecosystem

Our Research Ecosystem

Who We Work With

Managing Partners (LPs and GPs)

Deal sourcing teams

Global CFOs

Corporate development teams

Managing Partners (LPs and GPs)

Deal sourcing teams

Global CFOs

Corporate development teams

Our dedicated Technology Suite for PE/VC firms

Our dedicated Technology Suite for PE/VC firms

Our Automation-powered Solutions

Our Automation-powered Solutions

Our value proposition

Insights

Talk To Our Experts

Talk to our Experts

Our end-to-end support across investment lifecycles enables you to focus on your core competencies.