Portfolio Management & Financial Modelling
  • Financial Statement Analysis & Forecasting
  • Analyst Summaries and Flash Notes
  • Trading and Transaction Comparable Analysis
  • Identifying Add-Ons and Potential Acquirers
  • Tracking Key Business Drivers
  • Financial Spreading and Maintaining Borrower Models
  • Origination & Monitoring
  • Discounted Cash Flow Modeling
  • Outsourcing Support Services across the Lending Value Chain
  • Term Sheet Evaluation
  • Debt and Compliance Evaluation
  • Preparation of Loan Tape
  • Support Work for Index Calculations and related Analytical Charts.
Financial Research
  • Equity Research Reports
  • Company’s Quarterly Earnings Report
  • Fixed Income and Credit Research Support
  • Graphs and Analytical Charts
  • Outsourcing Support for Transaction Due Diligence
  • Fund Factsheets
  • Assistance in preparing Investment Memorandums and Research Reports
  • Tracking Economic Indicators
  • Collating Financial KPIs from Broker Reports and Management Call Transcripts
Business Research
  • Research Content Services
  • Historical Data Cleanup
  • Market and Competitive Intelligence
  • Business Content & Corporate Communications
  • Industry Research and Competitive Landscaping
  • Detailed Company Profiling
  • Creating Newsletters and Case Studies
  • Preparing Board Materials and Market Insights
Back-end Support for Asset Management Companies
  • KYC and Client Due Diligence
  • Data Management Services
  • Support Services for Request for Proposal
  • Client Onboarding Support
  • Marketing Material and Presentations
  • Financial Process Services
Accounting
  • Month End Closing Accounts Reconciliation
  • Accounts Payable
  • Accounts Receivable
  • Invoice Management
  • Treasury Operations
  • Cash Management
  • Audit Support
Transform Information into Knowledge & Learn Efficiently

Automation of repetitive tasks, Analysis/ Charts, Data Mining/Crunching, BDC Data Analysis