Financial Services Solutions
Private Equity Advisory
Technology-Driven Research and Analytics Support for Private Equity, Venture Capital, and Investment Firms.
The Industry
Accelerate Deal Sourcing and Decision-Making
In a maturing industry where competition is fierce and prices are rising, private equity and venture capital firms need smarter ways to make decisions and stay ahead of the curve. General partners require deeper and faster insights across a wider range of expertise to spot opportunities and validate decisions.
That’s where Evalueserve comes in. Our AI and automation-powered solutions provide firms with the ability to source more deals, tap into hidden insights, and efficiently handle unexpected volatility. Our team of highly experienced analysts is well-versed in working with private equity and venture capital firms, providing the domain knowledge necessary to deliver meaningful insights that drive decision-making. With our solutions, you will gain access to:
- Deeper Insights: Critical insights curated by expert research and data analytics teams utilizing alternative data sources.
- Best-in-Class Technology: Customizable AI-powered insights platform with self-serve analytics and trigger-based alerts.
- Flexible Business Models: Flexibility to realign team composition and scale-up or down with changes in deal pipeline and evolving requirements.
Our Advantage
Delivering Results
Source more deals
Faster turnaround
Cost Savings
Our Services
Technology-Enhanced Intelligence Services Across the Investment Cycle
Deal Sourcing
Source 3x more deals using advanced search techniques and digital initiatives powered by AI and backed by domain experts.
Deal Evaluation
Evaluate the attractiveness of opportunities with deeper, actionable insights and assess valuation through custom-built models.
- Industry Analysis and Benchmarking
- Information Memorandum and Teasers
- Financial Modeling and Valuation
- Financial and Commercial Due Diligence
- Capital Structure Analysis
- Data Room Support
Portfolio Monitoring
Supporting General Partners and Limited Partners for tracking KPIs for their portfolio companies.
Post Deal & Exit Support
Formulate post-deal and exit strategy through extensive research, analytics, and data management techniques.
- Monitoring and Reporting
- Growth and Profit Improvement Strategies
- Variance Analysis
- Exit Scenarios & Return Analysis
- Potential Buyer Screening
- Marketing Material
PortCo Support
Extended support to Portfolio Companies and their Executive Teams to devise business strategies using advanced research and insights.
- Financial Analysis (cashflow, margin, variance)
- Market Assessments
- Target Identification
- CRM Maintenance
- Competitive Intelligence and Benchmarking
- IPO Support
CRM & Data Support
Manage CRM Platforms and generate more value and insights out of the wide array of CRM data.
- CRM Data Maintenance and Governance
- Data Enrichment (verify existing data, identify data gaps, update missing information)
- Data Analytics (analyze historical deals, trends, and rationale, preparing deal case studies)
- Reporting (data insights and visualization)
ESG Readiness
Get a true picture of how far a target is from achieving full ESG status through AI/ML-driven reports curated by our ESG experts.
- Comprehensive ESG assessment of prospects using traditional and alternative data sources
- Augmented insights and real-time controversy monitoring
- Live scoring and trend analysis with individual ESG scorecards and benchmarking
Data & Technology Valuation
Uncover the value of your target’s data assets and digital strategy & maturity with an independent, outside-in evaluation combining our data analytics expertise with our business and due diligence research. Receive assessments on data opportunity and risk, maturity of data talent, data-value creation, partner opportunities, and data monetization strategy to bolster competitive advantages.
Innovation & R&D Intelligence
Fuel the innovation engine through knowledge and actionable insights and enable organizations to survive and thrive in today’s competitive world. As the world’s largest provider of R&D intelligence solutions, you can rest assured that Evalueserve will provide the strategic insights at the right time and keep you ahead of your competition and technology curve.
Related Resources
Optimize Your Outcomes
Private Equity Monthly Newsletter – April 2024
Read the newest blog entry to uncover the latest news and trends shaping the Private Markets landscape. Gain valuable insights and stay strategically ahead with news that impacts the market.
Private Equity and Venture Capital Bullishness on EV Industry
Discover the factors driving private equity and venture capital firms’ interest in the EV industry, including surging demand, policy environment, and tech advancements.
6 Reasons Why Private Credit is the Future
Despite rising inflation and tightening credit measures, private credit is expected to remain strong. Discover 6 reasons why private credit is the future.
Generative AI – The Next Big Leap in Financial Services – Research & Analytics
This paper explores the applications and challenges of GenAI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging GenAI for business growth while ensuring responsible implementation.
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Talk to One of Our Experts
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.