Your Trusted Partner for

Offshore Investment Research,
Data Analytics & AI Solutions

We provide investment banks, PE firms, and equity research companies with highly skilled CAs, CFAs, and MBA Finance professionals who will work as your investment analysts and deliver output at institutional standards. Our data analytics teams use Python, SQL, Power BI, and Tableau to build ETL pipelines, dashboards, and custom outputs for you. We also build and deploy custom AI solutions for your investment workflows, delivering structured, citable, audit-ready outputs in minutes instead of hours.

Schedule a Call Explore Services
CA Siddhartha Dongre
Founder & CEO
12+
years in equity research, investment banking & private equity
CA
Qualified Chartered Accountant

Ex-investment research professional of a leading global bank and alternative asset fund (Buy-side and Sell-side). Over a decade of experience in supporting investment firms across the Americas, EMEA & APAC.

Schedule a Call LinkedIn
5
Integrated service lines for full-cycle support
3
Broad client regions served: Happy Clients across Americas, EMEA & APAC
100%
Qualified professionals across finance, data, and AI
12+
Years of investment research expertise behind our leadership
What We Do

Overview of Services

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.
See All Services See Sample Work
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.
See All Services See Sample Work
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.
See All Services See Sample Work
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.
See All Services
Data Management
Collection, cleansing, normalization, and ETL pipeline development for financial datasets using Python and APIs.
Analytics & Modeling
Quantitative analysis, statistical modeling, predictive analytics, scenario analysis, and custom analytics for your organisation.
Visualization & Reporting
Interactive dashboards (Power BI, Tableau), automated reporting pipelines, and KPI tracking.
Automation & Support
Automated data workflows through Excel/VBA, Python/R scripting, and RPA, plus 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
Step 01
Data Inputs
Filings, transcripts, reports, models
Step 02
AI Engine
Extraction, analysis, structuring
Step 03
Analyst Review
Human verification & quality control
Step 04
Output
Reports, models, presentations (citable)
See All Services Try Live Demo (Flash Note)
Who We Serve
We serve investment research firms across the buy-side and sell-side.
IB
Investment Banking
ER
Equity Research
PE
Private Equity
VC
Venture Capital
AM
Asset Management
HF
Hedge Funds
FO
Family Offices
PWM
Private Wealth Management
M&A
Mergers & Acquisitions Advisory
PC
Portfolio Companies
FI
Fixed Income
ALT
Alternative Asset Managers
IB
Investment Banking
ER
Equity Research
PE
Private Equity
VC
Venture Capital
AM
Asset Management
HF
Hedge Funds
FO
Family Offices
PWM
Private Wealth Management
M&A
Mergers & Acquisitions Advisory
PC
Portfolio Companies
FI
Fixed Income
ALT
Alternative Asset Managers
The SP2 Difference
Why Clients Choose Us

Qualified Professionals

Our analysts hold CA, CFA, or MBA Finance qualifications, backed by skilled data and AI specialists fluent in Python, SQL, and modern analytics tools. Domain expertise is our starting point, not our aspiration.

Institutional Standards

Our analysts work as an extended part of your team, creating outputs that match your firm’s standards, templates, and conventions, and integrate seamlessly with your existing deliverables.

Quality Talent, Lower Cost

Access experienced investment research professionals at a fraction of the cost of hiring locally, without compromising on quality or responsiveness.

Rapid Onboarding

Analysts aligned with your workflow within weeks, not months. Because they already speak the language of finance.

Scalable Research Capacity

Increase or decrease research bandwidth as your deal flow and workload evolve, without high recruitment costs, employee benefits, administration, or severance obligations.

Built for Long-Term Collaboration

As analysts become deeply familiar with your investment process, coverage universe, and reporting standards, productivity and value compound over long term.

High Retention, Stronger Outcomes

Many of our engagements evolve into multi-year partnerships. Consistent team members, deep domain knowledge, and alignment with client workflows create efficiencies that strengthen with every passing year.

Technology & Platform Proficiency

Our analysts are trained on the tools used by leading investment firms, including Capital IQ, Bloomberg, FactSet, PitchBook, Excel, Power BI, and modern AI platforms such as Claude.

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.”

Read Full Testimonials →

* Full client names can be disclosed on a request basis, along with our pitch deck.

Ready to Scale Your Research Capacity?

Let's discuss how SP2 can integrate with your team's workflow.

Schedule a Conversation
© 2026 SP2 Analytics Private Limited. All rights reserved. Privacy Policy · Terms of Service