Investment feasibility support to a US-based investment management client

Achieved over 100% increase in the number of deal assessments
Ensured overnight turnaround for urgent deal assessments
Ensured better assessment in live deals
Curtailed several redundant tasks and enhanced existing financial models through application of technical knowledge

An opportunistic US-based real estate investor, with its portfolio consisting of multifamily, hospitality and industrial assets
- Opportunistic deal identification (requires assessment of deals in high quantities), which was challenging, due to the client’s limited team size
- Timeline constraints during a live deal
- Inadequate client-facing time for the private equity principal
- Retaining subject matter experts on the onshore side
- Cost pressure due to the client’s team expansion

The strategic offshore team was set up in a way that it functioned as an extension of the onshore team that takes care of all complex and non-complex tasks
Helped refine output templates and enhanced efficiencies through application of technical knowledge
Developed comprehensive understanding of the underwriting and valuation models, with an objective to increase the number of deal assessments
Helped the client identify distressed deals by creating watch lists, analysing received deals through valuation and cash flow analysis, and checking the sales status of previously analysed deals
Helped draft detailed IC memos that elaborate the investment opportunity by summarising the valuation outcomes, highlighting the current condition of the asset, providing macroeconomic information and extensively analysing other qualitative aspects

Increased the total assessed properties by more than 2x by enabling higher efficiencies
Ensured all live deals are efficiently turned around within the specified timelines
Enhanced the onshore team’s scope to focus on higher-value add tasks and business expansion

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