Private Equity Support
Analytical backbone for deal sourcing, portfolio monitoring, and value creation.
What We Deliver
SP2 Analytics supports private equity firms across the full investment lifecycle. Our analysts bring financial expertise and operational rigor to help you source better deals, conduct thorough diligence, and drive portfolio value.
Analytical backbone for deal sourcing, portfolio monitoring, and value creation.
Comprehensive Range of Services
From fund formation through portfolio management, tailored support at every stage
Fund Formation
- Investor/LP screening, contact listing
- Fund formation memorandum
- Market intelligence report
- Thought leadership
- Brand strategy; standard templates
- CRM and database management
Deal Sourcing
- Company/target screening
- Company profiling
- Economic research
- Thematic research
- Market mapping
- Target benchmarking & analysis
- Reviewing and editing NDAs
Investment Analysis & Diligence
- Evaluating CIMs and teasers
- Financial modeling (DCF, LBO, SOTP)
- Market analysis & competitive landscaping
- Investment memorandum preparation
- Investment committee decks
- Due diligence questionnaire
- Quality of earnings (QofE)
- Hypothesis validation
Portfolio Management
- Fund performance reporting
- Transaction support
- Portfolio valuation
- Preparing board materials
- Carrying value calculation
- Industry dashboard
- Variance analysis
CFO Services
- Performance & KPI tracking
- Periodic reporting
- Corporate accounting
- Management company accounting
- Book-keeping & reconciliation
- Financial planning & analysis
- Fund accounting & administration
Other Support
- Research support
- Report extraction
- BI visualization and insights
- Design and graphics support
- RPA automation
- Language experts
- Sector and product specialists
Strategic Growth & Investment Opportunities
We support business development teams to focus on strategic growth and seize investment opportunities.
Fund Formation
Investor/LP screening, fund offering and memorandum preparation, contact list and CRM management to support fundraising efforts.
Company Screening & Profiling
Screening private or public players, identifying potential target companies, conducting buyer/investor search, and preparing high-level company profiles.
Industry Overview & Economic Research
High-level overview of target industry including key drivers, challenges, market size, growth potential, and macroeconomic parameter assessment.
Thought Leadership
Market intelligence reports, blogs, newsletters, and opinion pieces to establish the firm as a thought leader in target sectors.
Hypothesis Validation
Conducting extensive research to prove or disprove specific investment hypotheses and exploring new industry themes for deal origination.
Sector Valuation
Analyzing current valuations in short-listed sectors and identifying value attractiveness vis-a-vis overall growth potential.
Investment Analysis & Diligence
Rigorous Analysis of Target Companies
We assist investment teams with rigorous, in-depth analysis of target companies’ investment attractiveness.
Screening Memos
Evaluating CIMs and teasers from investment banks, building short-form memos summarizing insights, opinions, and preliminary assessments.
Financial Modelling
Building assumption-based financial models including DCF, LBO/MBO modelling, forecasting future performance, and Quality of Earnings analysis.
Market & Competitive Landscaping
Market analysis of target industry, analyzing key drivers, challenges, market size, growth potential, macroeconomic factors, and regulatory frameworks.
Investment Committee Decks
Constructing investment thesis to ascertain attractiveness, advising on business models, bargaining power in the value chain, and competitive position.
Due Diligence Support
Developing due diligence questionnaires, coordinating with management teams, and comparing cohort behavior to identify patterns and trends.
Information Memorandum
Preparing comprehensive documents containing detailed information on potential target companies for investment committee review.
Portfolio Management & CFO Services
Tracking Investments Across Portfolio Companies
We support operating partners to track investments and manage financial operations across portfolio companies.
Performance Tracking
Regular tracking of portfolio company KPIs, identifying reasons for underperformance, and maintaining and updating operating models.
Portfolio Valuation
Periodically valuing portfolio companies using various valuation methodologies for internal and audit requirements, including carrying value calculation.
Periodic Reporting
Creating periodic reports on portfolio companies for investment committee, reporting variance between actual and expected performance.
Variance Analysis
Analyzing variance between actual and expected financial performance, identifying drivers of high variance, and recommending corrective actions.
Industry Dashboards
Creating dashboards on operating industries of portfolio companies to keep regular track of key indicators, market trends, and competitive dynamics.
Fund Accounting & FP&A
Fund accounting and administration, financial planning and analysis, management accounting, book-keeping, reconciliation, and regulatory compliance.
Ready to Scale Your Private Equity Support Team?
Let us show you how SP2 Analytics can deliver institutional-grade support for your firm.