Industry · Investment Banking & PE

Primary research for investment decisions that can't afford to be wrong.

Deal advisory. Portfolio strategy. TEV reports accepted by GCC banks and DFIs. We do the primary research that gives your investment thesis the evidence layer it needs.

Our POV · 2026

IB & PE in 2026.

Investment decisions in emerging markets have always required on-the-ground research that databases can't provide. In 2026, the need for primary research is higher – not lower – because AI has made desk research a commodity. Every analyst has access to the same data. The edge comes from conversations that AI can't have: regulatory officials, local operators, potential acquirees who won't talk to a bulge bracket but will talk to a boutique.

We've worked with investment firms at three stages: pre-investment due diligence (opportunity assessment and TEV), portfolio company strategy (market entry, GTM, and AI transformation), and exit preparation (fundraising advisory for portfolio companies raising growth rounds).

Our TEV reports have been accepted by UAE national banks, Indian PSU banks, and DFIs as part of project financing packages. We format for the audience.

How we work with IB and PE clients.

PRE-INVESTMENT

Due Diligence Research

20–40 interviews with operators, regulators, and customers in the target sector. Market size validated. Risk factors identified. 2–3 week turnaround.

PORTFOLIO SUPPORT

Portfolio Company Strategy

Market entry, GTM execution, and AI transformation for portfolio companies. Output-billed. Measurable milestones.

EXIT PREP

Portfolio Fundraising

Series A and B pitchbooks for portfolio companies. Investor mapping. Round closed in 90 days.

Sector signals – 2026

$150B+

PE and VC deployed across South Asia in 2024

$2.5T+

GCC sovereign wealth assets seeking global deployment

15%

CAGR in India M&A activity 2022–2025

48 hrs

turnaround on primary research for time-sensitive deal intelligence

Where clients come to us

Challenges we solve for IB & PE.

Commercial due diligence in unfamiliar markets

India, GCC, and Southeast Asia require primary research that databases simply cannot provide. We conduct 20–40 interviews with operators, regulators, and customers in the target sector – in 2–3 weeks.

Investment thesis validation

Understanding real market dynamics before committing capital requires conversations that AI and desk research cannot have: local operators, potential targets, and regulators who only speak to trusted intermediaries.

Portfolio company market entry

Your portfolio company wants to enter India or GCC. You need a credible execution partner who understands both the investment rationale and the operational reality of building a market from scratch.

Sector deep dives for thesis building

Understanding a new vertical before building an investment thesis requires 20–40 structured primary interviews. We deliver sector maps, competitive dynamics, and demand validation in two weeks.

TEV reports for project financing

Our Techno-Economic Viability reports are accepted by UAE national banks, Indian PSU banks, and DFIs as part of project financing packages. We format and evidence reports for the specific financing institution.

Exit preparation and fundraising

Positioning a portfolio company for exit or growth round requires primary market data that supports the valuation narrative – buyer validation, competitive positioning, and addressable market evidence.

Our clients

Who we work with in IB & PE.

PE firms conducting commercial due diligence

In India, GCC, or Southeast Asian markets – requiring primary sector intelligence, management team assessment context, and competitive dynamics analysis within 2–3 week deal timelines.

Investment banks needing sector intelligence

For deal underwriting, sector coverage, or client advisory – requiring primary research that goes beyond the third-party reports your clients have already read.

Sovereign wealth funds and family offices

Building investment theses in new sectors or geographies – requiring structured primary research, operator interviews, and market sizing grounded in real conversation rather than analyst estimates.

Venture and growth equity investors

Validating market assumptions before term sheet – including ICP validation, competitive mapping, and regulatory feasibility in markets where desk research is 12–18 months out of date.

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