Investment Research Partner
Qualified Offshore Analysts.
Institutional Quality.
Global Delivery.
We provide investment banks, PE firms, and equity research companies with highly skilled CAs, CFAs, and MBA Finance professionals who will work as your offshore analysts and deliver research output at institutional standards at lower cost without any compromise in quality.
CA Siddhartha Dongre
Founder & CEO
12+
years in equity research, investment banking & private equity
CA
Qualified Chartered Accountant
Former offshore analyst for a leading European bank covering capital goods & industrials. Buy-side experience with an alternative asset management firm. Global client base across Americas, EMEA & APAC.
Who We Serve
Built for the Buy-Side and Sell-Side
IB
Investment Banks
ER
Equity Research
PE
Private Equity
AM
Asset Management
01
Equity Research
End-to-end research support from financial modeling to published reports. Our analysts integrate with your coverage universe and deliver work indistinguishable from in-house teams.
Financial Modeling
3-statement models, DCF, LBO, and scenario analysis built to your firm's standards and formatting conventions.
Sector Research
Deep industry analysis covering market sizing, competitive dynamics, regulatory landscape, and thematic drivers.
Initiating Coverage Reports
Full ICR drafts including investment thesis, valuation framework, risk factors, and management assessment.
Earnings Reviews
Same-day earnings analysis with beat/miss summary, estimate revisions, and updated price targets.
Trading Comps & Benchmarking
Peer group analysis, relative valuation tables, and performance benchmarking across coverage universe.
Company Profiling & Newsletters
One-pagers, sector newsletters, and client-ready summaries for marketing and distribution.
02
Investment Banking
Deal execution support across the M&A lifecycle. From prospect identification through closing, our analysts handle the analytical heavy lifting so your bankers focus on relationships.
Prospect & Target Identification
Systematic screening of potential targets or acquirers based on your deal criteria, sector focus, and size parameters.
CIM & Teaser Preparation
Confidential information memorandums and anonymous teasers drafted to institutional standards for sell-side processes.
Financial Modeling & Valuation
Transaction-specific models including merger analysis, accretion/dilution, sources & uses, and fairness opinion support.
Due Diligence Support
Data room organization, information request list management, and analytical diligence across financial, commercial, and operational streams.
Investor & Buyer Screening
Qualified buyer lists with investment criteria mapping, historical transaction analysis, and outreach prioritization.
Pitch Books & Presentations
Client-ready pitch materials, management presentations, and board decks with market data and transaction benchmarks.
03
Private Equity
From deal sourcing through portfolio management, our analysts provide the analytical infrastructure PE firms need to evaluate, execute, and monitor investments.
Deal Sourcing & Screening
Proprietary deal flow generation, opportunity screening against fund thesis, and preliminary investment assessments.
IC Memo & Deck Preparation
Investment committee materials including deal summary, industry analysis, financial projections, and risk framework.
Quality of Earnings Analysis
Detailed QoE workstreams covering revenue quality, EBITDA adjustments, working capital normalization, and pro forma analysis.
Portfolio Monitoring
Ongoing KPI tracking, quarterly reporting packages, board materials, and performance attribution across portfolio companies.
Fund Formation Support
Market studies, comparable fund analysis, track record summaries, and LP presentation materials for fundraising.
CFO & Operating Support
Interim finance function support including budgeting, forecasting, variance analysis, and lender reporting for portfolio companies.
Technology-Enabled Research
Custom AI Solutions for Investment Research
Beyond analyst services, we build bespoke AI tools tailored to your research workflow — accelerating data extraction, model population, and report generation while maintaining citation integrity and human oversight.
Structured output from unstructured data
Source-cited, hallucination-free output
Custom report & model generation
Analyst-in-the-loop verification
Workflow-specific automation
Enterprise-grade data security
Data Inputs — Filings, transcripts, reports, models
↓
AI Engine — Extraction, analysis, structuring
↓
Analyst Review — Human verification & quality control
↓
Output — Reports, models, presentations (citable)
The SP2 Difference
Why Firms Choose Us
Qualified Professionals
Every analyst holds a CA, CFA, or MBA Finance qualification. Domain expertise is our starting point, not our aspiration.
Institutional Standards
Output formatted to your firm's templates and conventions. Work that integrates seamlessly with your existing deliverables.
Rapid Onboarding
Analysts aligned with your workflow within weeks, not months. Because they already speak the language of finance.
Ready to Scale Your Research Capacity?
Let's discuss how SP2 can integrate with your team's workflow.
Schedule a Conversation