Investment Research and Documentation

Investment Research often becomes onerous for Investment Managers. Being in the thick of things, an unbiased opinion on evaluating the opportunity comprehensively is of immense importance. Magistral helps clients shortlist the right opportunity as per their investment philosophy and complete the documentation to see the deal through. Our investment research services span across the lifecycle of the deal.

Preparing Investment Memos

Preparing customized CIMs/PPMs as per the client’s template and guidelines

Preparing Financial Models

Preparing customized models to arrive at a reasonable valuation and to assess the future potential

Validating Financial Models

Validating the incoming models and their assumptions to identify red flags in valuations

Preparing Pitch Decks

Preparing customized pitch decks meeting the design, data, and research requirements of the client

Preparing Teasers

Summarizing the opportunity with all its vital aspects in a 1-pager consistent with global standards

Industry Research

Validating the investment theses of a fund to invest in an industry or change course

Incoming Pipeline Evaluation

Evaluating the incoming opportunities on a pre-defined set of KPIs and ranking methodology for shortlisting

Leads’ Generation

Generating leads of individuals for both buy-side and sell-side with contact details like email IDs and phone numbers

List Generation

Generating a list of target companies/assets that meet the investment requirements of the buy-side

Company Profiles

Profiling companies in customized formats to assess the further details for investment

Newsletters and PoV documents

Preparing well-researched Marketing content to reach the right target segment