top of page

Our Approach

We leverage best in class technology to provide seamless, collaborative deal execution. Our clients include private equity, family offices, venture capital and investment banks

Accounting Documents

Financial Analysis

  • Valuation

  • Debt capacity analysis

  • Building 3-statement DCF and LBO models

  • Investor / lender / 3rd party modelling sessions and meetings

Parallel Lines

Fund Raising Documents

  • Teasers

  • Pitch decks

  • Term sheets

  • Board presentations

  • Investment Memorandum

Hard Drive Backup

Other Workflow Support

  • Review & summarise due diligence reports

  • Align financial model with due diligence findings

  • Research – up-to date curated information that empowers origination efforts

bottom of page