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Your needs as an Financial Services or Investment Firm

Analysis and Intelligence needs Pre-Investment or Acquisition

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Deal Sourcing and Origination

"I am looking for my next investment opportunity, and I need to identify potential target companies."

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Investment Thesis Stress-Testing: Initial Screening (Pre-Due Diligence)

"I receive investment decks, enquiries, and proposals from entrepreneurs, startups, scale-ups, and investment brokers, which require initial screening to stress-test the opportunity and assess alignment with my firm's investment criteria and strategy."

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Preliminary Commercial Due Diligence

"After completing an initial screening of the investment proposal, I need to examine the company, its positioning and USP, the sector, and the competitive landscape in greater detail before committing significant expenditure on an in-depth commercial due diligence report with a specialised vendor."

Your Analysis and Intelligence needs Post-Investment or Acquisition

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Go-To-Market (GTM) Strategy Review

"I need to assess and stress-test the portfolio company's GTM strategy to determine whether it can deliver above-target growth and maximise investment value creation."

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Business Development Strategy Review

"I need to review and assess the portfolio company's business development strategy as to ensure that it is creating long-term value."

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