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.

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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.

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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.
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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.
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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.
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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.
04
Data Analytics
Turning raw data into actionable investment intelligence through advanced analytics, visualization, and automated reporting solutions for investment research firms.
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Data Management
Collection, cleansing, normalization, and ETL pipeline development for financial datasets.
Analytics & Modeling
Quantitative analysis, statistical modeling, predictive analytics, and scenario analysis.
Visualization & Reporting
Interactive dashboards (Power BI, Tableau), automated reporting pipelines, and KPI tracking.
Automation & Support
Excel/VBA automation, Python/R scripting, RPA, and Bloomberg/Capital IQ data support.
05
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
01
Data Inputs — Filings, transcripts, reports, models
↓
02
AI Engine — Extraction, analysis, structuring
↓
03
Analyst Review — Human verification & quality control
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04
Output — Reports, models, presentations (citable)
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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.
Client Testimonials

What Our Clients Say

Senior Equity Research Director

Former Director, Leading European Brokerage • Switzerland

“Their efficient handling of the work allowed me to focus on a more strategic business development role. At our peak collaboration, offshore support was instrumental in elevating my analyst ranking.”

Founder & Former Vice President

UK-based Research Firm • Former VP at Global IB

“SP2 integrated seamlessly into our workflow, allowing us to both scale and professionalise our overall research process. The research support allowed us to make better investment decisions and deliver greater value to our clients.”

Co-Founders & Managing Partners

Multi-Asset Investment Firm • 17+ Years Experience

“The technical competence, reliability, and ability to deliver under tight deadlines made them an indispensable extension of our internal team. We would gladly recommend SP2 Analytics for any investment research or analytics work.”

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