Services for Private Equity and Venture Capital Firms

  • TopAssociate’s research support extends across the entire investment lifecycle, from deal origination to support for portfolio firms
  • In this way, Private Equity / Venture Capital clients are able to focus on critical deal activities while taking smart investment decisions

Deal origination support

  • Sector scan and opportunity assessment: sector and thematic reports; evaluation of investment opportunities
  • Industry data mining:industry level data compilation (e.g. operating metrics and margins); company data compilation
  • Target screening: screening based on spectific criteria; preparation of profiles on long-listed companies and short-listed candidates

Deal evaluation support

  • Business plan evaluation: validation of assumptions; critical review of projetions
  • Financial modelling: DCF and comps analysis; IRR and payback period calculations; sensitivity analysis; precedent transactions
  • Business due diligence: market attractiveness assessment; competitive landscape analysis

Portfolio monitoring and communication support

  • Monitoring: periodic valuation of portfolio: benchmarking; partnership / JV / M&A opportunity analysis; industry updates
  • Strategy and communication support: newsletter and periodic summaries; white papers; investor communications

Support to portfolio companies

  • Support to management: financial modelling, capital structure analysis, business plan, sensitivities
  • Analysis of returns on investments: IRR analysis, payback period, cash on cash returns
  • Business support: documentation, presentation support, project management

Fundraising support

  • Presentations to investors, case studies and pitch books preparation