From Data Room to Investment Committee: Building an IC Memo That Drives Better Decisions

The ContextThis came in when the client was already deep into a deal. They had a full data room, so information was not missing. If

Ayush Kadam July 28, 2026

How We Simplified Quarterly Portfolio Tracking & Valuation for a Private Equity Client

The ContextThis was not a broken process; it was just getting difficult to handle.The client, a Private Equity firm, already had a system for tracking

Ayush Kadam June 1, 2026

CMI: How We Built a Reliable India VC Deal Flow & Startup Screening System for a Venture Capital Firm

Custom Market Insights – Venture Capital assignmentThe ContextThe client didn’t come in saying something was broken. It was more like things were getting difficult to

Ayush Kadam June 1, 2026

Case Studies

From Data Room to Investment Committee: Building an IC Memo That Drives Better Decisions

How We Simplified Quarterly Portfolio Tracking & Valuation for a Private Equity Client

CMI: How We Built a Reliable India VC Deal Flow & Startup Screening System for a Venture Capital Firm