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Investment Decision Support
Articles on investment decision support from Custom Market Insights.
Private Equity Due Diligence: Combining Fund Performance with Qualitative Analysis
Overview: The client, a limited partner, was reviewing a potential investment opportunity with a private equity firm. Most of the initial information available came through sell-side material shared by the deal agent. On paper, everything looked strong. The strategy sounded differentiated, the historical…
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…
