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