Private Equity & Venture Capital

Whether you need a complex financial model built quickly, are performing due diligence, monitoring a portfolio company’s performance, reporting to investors or planning for an exit, we serve as a resource to analyze the situation and get the job done.

We partner with private equity and venture capital funds to provide on-demand transaction support and assistance to their portfolio companies at a variable cost. We leverage our best-in-class financial modeling practices and our investment banking and private equity trained professionals to provide support that can span any stage of an investment.

Investment Support	Portfolio Support
▪ Advanced financial modeling	▪ Financial reporting packages
▪ IRR analysis with various scenarios & exits	▪ “What if” scenario planning
▪ Portfolio reporting standardization	▪ Cash flow & KPI forecasts
▪ Recapitalizations & debt restructuring	▪ Monetization strategies & cost analysis
▪ Valuation, structure & term sheet analysis	▪ Bank covenant & credit analysis
▪ Fundraising presentations	▪ Investor & bank presentations
▪ Due diligence & market analysis	▪ Exit & valuation planning