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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

Services: Services
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