What We Do

Business Research & Strategic Insights

We provide in-depth business research and analysis to help you make informed decisions and gain a competitive edge. Our services include:

• Market Analysis & Opportunity Assessment: We conduct comprehensive market research and industry analysis to identify key trends, growth opportunities, and potential risks. This includes: 
  • Target Market Analysis: Defining your ideal customer profile and understanding their needs and behaviors.
  • Competitive Landscape Analysis: Evaluating your competitors' strengths and weaknesses to identify opportunities for differentiation.
  • Market Sizing & Forecasting: Determining the total addressable market (TAM), serviceable available market (SAM), and serviceable obtainable market (SOM) to assess market potential.
• Custom Research Reports: We deliver tailored research reports that provide actionable insights and strategic recommendations. These reports can cover a wide range of topics, including: 
  • Industry Deep Dives:  In-depth analysis of specific industries, including market trends, competitive dynamics, and regulatory factors.
  • Due Diligence:  Thorough investigation and analysis of potential investments or acquisitions.
  • Growth Strategies:  Developing and evaluating growth strategies, such as market expansion, new product development, and mergers and acquisitions.
• Surveys & Data Analysis: We design and conduct surveys to gather valuable data from your employees, customers, and target market. Our expert analysis helps you understand key insights and make data-driven decisions.
• Literature Reviews & Topic Research: We conduct comprehensive literature reviews and topic research to provide you with a thorough understanding of the latest research and best practices in your field.

 We provide sophisticated financial analysis and investment strategies for discerning investors, including hedge funds and family offices. Our areas of expertise include:

Investment Research & Due Diligence

• Rigorous Security Analysis: We conduct in-depth fundamental and quantitative analysis across all asset classes, including equities, fixed income, and alternative investments.
• Portfolio Optimization:  We develop and evaluate investment strategies aligned with your specific risk tolerance, return objectives, and investment horizon.
• Comprehensive Due Diligence: We perform thorough due diligence on potential investments, encompassing financial statement analysis, industry research, and competitive landscape assessment.

Valuation & Financial Modeling

• Advanced Valuation Methodologies: We utilize a comprehensive suite of valuation methodologies, including discounted cash flow (DCF) analysis, comparable company analysis, precedent transactions, and residual income models.
• Specialized Valuation Expertise: We possess extensive experience in valuing complex securities and alternative investments, including hedge funds, private equity, and real estate.
• Robust Financial Modeling: We construct sophisticated financial models to support investment analysis, portfolio management, and risk assessment.

SaaS Business Valuation

• Deep SaaS Sector Knowledge: We offer specialized valuation services for SaaS businesses, leveraging our understanding of the unique metrics and growth drivers in this dynamic sector.
• SaaS-Specific Metrics: Our valuation models incorporate key SaaS metrics, including ARR, churn rate, CLTV, CAC, and NRR.
• Valuation Across Growth Stages: We have a proven track record of valuing SaaS companies across all stages, from early-stage ventures to mature public companies.
• NASDAQ Benchmarking: We leverage our knowledge of high-growth, NASDAQ-listed SaaS companies to provide accurate and relevant valuations.

Investment Presentations & Business Plans

• Persuasive Investment Presentations: We assist in crafting compelling investment pitches and presentations that effectively convey your investment thesis and value proposition.
• Comprehensive Business Plans: We aid in developing comprehensive business plans that articulate your strategy, financial projections, and market analysis.ights.

We leverage data analytics and business intelligence to provide you with a competitive advantage. Our services include:

• Advanced Data Analysis:  We conduct quantitative and qualitative data analysis, including survey data analysis, to extract meaningful insights from your data.
• Predictive Modeling & Forecasting: We utilize statistical modeling techniques, including regression, forecasting, and predictive analysis, to identify trends and anticipate future outcomes.
• Data Visualization: We create compelling data visualizations and interactive dashboards using Tableau, Power BI, and Excel to communicate complex information effectively.

We offer specialized quantitative finance and risk management expertise to support your investment strategies. Our services include:

• Financial Modeling & Valuation: We develop advanced financial models and perform comprehensive security valuation and investment appraisal.
• Risk Modeling & Analysis: We utilize sophisticated risk models, including CAPM, Fama-French, and interest rate models, to assess and manage portfolio risk.
• Option Pricing & Risk Analysis: We provide expert analysis of option pricing models, including Black-Scholes-Merton Greeks, volatility smile and skew, and binomial trees.