Store-Level Sales Data Consolidation and Performance Analysis
Overview: The client had a data room full of store-level sales data. The problem was not missing data. It was that everything was spread out. Different files, different formats, no clear structure. Some files overlapped, some didn’t match properly. Before doing any analysis, they first needed to get the data…
From Data Room to Investment Committee: Building an IC Memo That Drives Better Decisions
Overview: This came in when the client was already deep into a deal. They had a full data room, so information was not missing. If anything, there was too much of it. Everything was sitting in different folders. Financials in one place, projections somewhere else, customer data in another file. Some of it…
How We Simplified Quarterly Portfolio Tracking & Valuation for a Private Equity Client
Overview: This was not a broken process; it was just getting difficult to handle. The client, a Private Equity firm, already had a system for tracking portfolio performance and updating valuations every quarter. But as more companies were added to the portfolio, things started becoming messy. Files were…
CMI: How We Built a Reliable India VC Deal Flow & Startup Screening System for a Venture Capital Firm
Overview: The client didn’t come in saying something was broken. It was more like things were getting difficult to manage. They were tracking companies across several sectors in India, including fintech (non-lending), SaaS, health tech, logistics, and others. They also had a rough valuation range in mind and…