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
- 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
- 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 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
Private Equity (PE) - Support we Offer
- 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
- 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 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
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
