Solutions

Financial Engineering & Corporate Finance Solutions: Imagination, Implementation, Unification, & Communication

Market Analysis: An in-depth examination of an industry’s size, trends, competitors, customer segments, and potential growth.
Strategic Analysis: A higher-level review of a company’s direction, objectives, and the key internal and external factors that influence strategy.
Business Model: A conceptual structure explaining how a company creates, delivers, and captures value. It outlines revenue streams, cost structure, customer segments, and the company’s unique value proposition.
Marketing Strategy Analysis: Marketing Strategy is a company’s overarching plan to identify customer needs, develop clear value propositions, and use targeted tactics to reach and engage the right audience, ultimately driving brand awareness, loyalty, and sales.
Business Plan: A detailed written document that lays out the goals, strategies, target market, financial projections, operational details, and growth plans for a business.

Financial Analysis: The process of evaluating a company's financial health ad performance—using methods like ratio analysis, trend analysis, and forecasting—to guide strategic decisions, assess risks, and identify growth opportunities.
Financial Model: A quantitative representation of a company’s expected financial performance, including revenues, expenses, cash flows, and profitability over time (e.g. 3-Statement Model).
Valuation Model: A specialised financial model aiming to estimate the economic value of a company or asset. Valuation methodologies include: Venture Capital Method (VCM), Discounted Cash Flow (DCF), Dividend Discounted Model (DDM), Comparable Company Analysis (CCA), Precedent Transactions (PT), Reevaluated Asset (RA), Net Asset Value (NAV), Leveraged Buyout (LBO), Sum of the Parts (SOTP), etc.
Capitalisation Table: A spreadsheet that details the ownership structure of a company—showing who owns equity (e.g., common stock, preferred shares, options, etc.) and the percentage each entity or person holds.
Chief Financial Officer: An executive responsible for overseeing a company’s financial strategy, planning, and management. The CFO ensures the organisation’s financial health, manages funding and capital structure, monitors cash flow and budgets, and aligns fiscal decisions with the overall business objectives.

Teaser: A brief document (often 1–2 pages) that highlights key aspects of an investment opportunity (business overview, financial highlights, market opportunity) without revealing the company’s identity or confidential details.
Executive Summary: A concise overview of a larger document (e.g., business plan or information memorandum), summarising main points such as the business concept, financial highlights, market opportunity, and growth strategy.
Pitch Deck: A presentation designed to pitch a business idea or growth opportunity to investors, potential partners, or stakeholders. It distills core elements of the business plan into a visual and narrative format.
Information Memorandum: A comprehensive document that provides detailed information about a company (or an asset) for potential buyers, investors, or lenders. Often used in M&A processes or when raising substantial capital.
Due Diligence: The process by which potential investors, lenders, or acquirers investigate a company’s financial, operational, and legal status to confirm the accuracy of information and assess risks.
Negotiation: The process of discussing and finalising conditions—such as valuation, ownership structure, and legal obligations—between parties in a transaction to reach a mutually acceptable agreement.