Benefits of Outsourcing Private Equity and VC Research to SG Analytics
As an expert in the private equity & venture capital sector, SG Analytics provides a comprehensive range of services to help our clients extract utmost value from existing investments, enhance their portfolios and identify great investment opportunities. A partner of choice for leading investment and asset managers, SG Analytics, provides robust services that support all aspects of the PE/VC investment cycle. Leverage our investment research services to analyze companies, deals, funds, investors, and service providers. Also, our years of expertise in technology and analytics will help you expedite your projects and monitor processes effectively.
Why SGA ?
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Highly qualified talent pool (with MBA Finance, CFA & CA background)
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Access to a complete research ecosystem including data sources, graphics team, technology specialists and sector experts
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Flexibility in choice of engagement models to quickly ramp up and ramp down
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Prior experienced SGA analysts at top IB and PE firms adds perspective
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Sector expertise that encourages brainstorming and idea generation
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Expertise with market data sources leveraged by leading IB and PE firms
SECTOR SPECIALIZATION
Deal Sourcing
- Quantitative and qualitative parameters to check for private and public players
- Get a quick overview of the business model, size, financials, offerings, and management of the identified target companies
- High-level overview of the target industry or sub-segments of the industry, its market size, key drivers, growth potential, and challenges
- Review the current valuation in the short-listed sector to discern its overall growth potential as well as value attractiveness
- In-depth research across given economies to analyze the robustness of regulations, corporatization, and other macro-economic parameter CLIENT EXAMPLE CLIENT EXAMPLE
Target Evaluation
- Industry and company-specific detailed analysis to understand the company’s growth potential and asses if the company’s strategies are in line with its growth potential
- Assumption-based financial model to calculate the future performance of the target company
- Multiple approaches like DCF, relative, SOTP to perform a detailed valuation analysis on the target company and estimate the fair value of the company
- Compare the target company against its peer group, at both operational and financial fronts to evaluate the target company’s performance
- Construct key investment arguments such as pros & cons for the target company-e.g. financial performance, market position, business model, bargaining power in the value chain, etc. CLIENT EXAMPLE CLIENT EXAMPLE
Investment Review
- Regular tracking of portfolio companies’ KPIs to predict performance and the factors driving it
- Design engaging dashboards to continuously monitor key indicators of operating industries of the portfolio companies
- Deeply analyse the difference between the actual and expected financial performance of the portfolio company and the reasons behind the variance
- Measure the performance of portfolio companies and its peer group across financial and operating parameters, and analyse the reasons for the same
- Calculate the carrying value of portfolio companies based on their actual performance, change in financial model, and market conditions CLIENT EXAMPLE CLIENT EXAMPLE
Value Enhancement
- Support in planning value-driving activities like market identification, attractiveness assessment, and vendor selection
- Bottom-up and top-down approach to calculate the market size
- Revenue enhancement and cost reduction analysis across business units as well as geographical locations, cost structure analysis, scenario and sensitivity analysis, distribution network and variance analysis
- Product/service-specific competitive pricing analysis to build/optimize pricing strategy for portfolio company
- Analysis of business model, growth potential, and financial performance to identify potential targets for acquisition, JV and partnerships CLIENT EXAMPLE CLIENT EXAMPLE
Investment Exit
- Detailed assumption-based financial models to help portfolio companies provide estimation tools for potential buyers to calculate financial expectations under various situations
- Detailed valuation model for portfolio companies to justify their value to potential buyers
- Draft confidential information memorandums (CIMs) for portfolio companies underscoring investment thesis and potential risk mitigation factors
- Understand the environment, bargaining power, and valuation range by tracking the operating-sector deal activities of the portfolio company
- Generate a detailed list of potential buyers for the portfolio company - strategic (competitor, peer, on value chain, etc.), financial (secondary market sale to a different PE fund) CLIENT EXAMPLE CLIENT EXAMPLE
Presentations and Graphics support (DTP)
- Well-equipped presentation services to help you create vibrant and impactful designs and presentations
- Presentation support: Convert raw ideas into well-garnished slides, create bespoke charts/graphs/slides/layouts, format and upgrade pitchbooks and investment memos
- Design and layout support: Designing of marketing flyers, brochures, client reports, factsheets, investment committee memos, white papers, push e mails, news digests, etc.
- Automation and conversion support: Automatically convert data in MS-Excel files into engaging charts/slides, auto-update presentations when underlying data gets updated, auto-replication of non-editable PDF’s/PPT’s into thematic slides, convert hand drawings into thematic slides
- Our experts use the best presentation software and related tools and continuously keeps pace with emerging yet promising presentation software to deliver presentation support that exceeds client expectations
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