Private Equity Support
We provide end-to-end support to private equity (PE) firms on the investment side as well as horizontal support across middle-office and back-office functions.
On the front-end investment side, we provide comprehensive service offerings to support our PE clients across their investment lifecycles. We assist them from deal sourcing and target evaluation to portfolio monitoring and advisory.
We also support middle-office and back-office teams of PE firms by providing bespoke fund raising, investor relations and fund operations solutions. We assist clients from level 1 responses to activities such as RFPs/RFIs/DDQs, client presentations, factsheet generation, fund monitoring and fund valuation, and investor reporting. In addition to dedicated support on fund valuation, investor reporting and fund administration, we are experts at integrating your data operations into your CRM system, keeping your teams informed and flexible to respond to queries faster.
Private Equity (PE) - Support we Offer
Deal sourcing
Market mapping to identify pockets of opportunity
Target screening
Industry or sector primers/overviews
Trading/transaction comps
Company profiles – short and detailed
Hypothesis validation and thematic research
Macroeconomic research and tracking
Maintaining databases of market participants including PE funds, limited partners (LPs) and potential targets
Tracking PE deal activity
Fund database integration with CRM tools
Target evaluation/live deal support
Part research as part of ongoing agreement
Due diligence of target company
Industry deep dives to understand target operating market
Current and latent market sizing to evaluate scale potential
Competitive landscaping and peer benchmarking to evaluate market positioning
Investment memorandums
Financial modelling and valuation analysis (LBO/DCF/relative valuation)
Sensitivity and return analysis
Graphics support
Portfolio monitoring and advisory
Portfolio KPI tracking
Portfolio benchmarking
Peer group benchmarking
Portfolio valuation – buildout and quarterly updates
Periodic performance and bespoke LP reporting
M&A support (buyer identification)
Opportunity assessment
Market selection and entry strategy
Market sizing
Competitive analysis
Expert interviews for strategy formulation and assessing size of opportunity size assessment
Exit support
Potential buyer screening and shortlisting
Vendor/partner identification
Formulation of exit scenarios/modelling
Return analysis
Marketing presentations
Executive profiles and business plan updates
What we have delivered annually
400+
Fund manager review
100+
Co-investment deals
125+
Manager track record analysis
75+
Manager performance attribution analysis
Automation and workflow management platforms
Advanced Analytics Platform for Portfolio Monitoring
FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies.
30-40% more cost-effective than other service providers
40-50% shorter turnaround time for portfolio monitoring and LP reporting
How we are different
One-stop shop for private equity services
Excellence-driven teams to improve quality of your deal sourcing
Strong private equity domain expertise to undertake complex tasks
Strategic and consultative approach
What we have done
Meet our experts
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