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Private Equity and Venture Capital

Expertise and service offerings to identify great investment opportunities

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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 analyse 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.

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What We Offer

Deal Sourcing

We conduct in-depth industry and company screenings to identify the most suitable investment targets.

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 analyse the robustness of regulations, corporatisation and other macro-economic parameters

Target Evaluation

We analyse investment targets by developing precise understanding of the business model, industry drivers, financial forecasting, and due diligence.

Industry and company-specific detailed analysis to understand the company’s growth potential and assess 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 such as 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.

Investment Review

We monitor the performance of the portfolio companies by conducting performance benchmarking, tracking the operating industry environment, maintaining dashboards and conducting valuation mark-up analysis and other exercises.

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

Value Enhancement

We provide support for various value-maximising initiatives for the portfolio companies, resulting in favourable returns for investors.

Support in planning value-driving activities such as 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/optimise pricing strategy for portfolio company
Analysis of business model, growth potential and financial performance to identify potential targets for acquisition, JV and partnerships

Investment Exit

We are experts in formulating and assisting funds for streamlining the exit process and determining the right exit strategy.

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.) and financial (secondary market sale to a different PE fund)

Presentations and Graphics Support (DTP)

We have expertise in providing integrated, end-to-end presentation services to our PE/VC clients in the UK.

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, and 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 PDFs/PPTs into thematic slides and convert hand drawings into thematic slides
Our experts use the best presentation software and related tools and continuously keep pace with emerging yet promising presentation software to deliver presentation support that exceeds client expectations

Why SGA

Expertise

Expertise with market data sources leveraged by leading IB and PE firms

Expert talent

Highly qualified talent pool (with MBA Finance, CFA and CA background)

360° access

Access to a complete research ecosystem including data sources, graphics team, technology specialists and sector experts

Flexible

Flexibility in choice of engagement models to quickly ramp up and ramp down

Perspective

Prior experienced SGA analysts at top IB and PE firms add perspective

Sector expertise that encourages brainstorming and idea generation

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Who we work with

PE & VC Firms

Research-led, efficient seed capital deployment

PE & VC Firms

Research-led, efficient seed capital deployment

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CASE STUDIES

How We Created Impact for a US-Based Debt-Focused Asset Manager With AUM of Over $15BN

How We Created Impact for a Leading US-Based Long-Only Hedge Fund Focusing on Global Equities

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