What We Offer
We focus most often on primary, investigative research for funds. However, we know that analyst work can be broad and specific depending on a fund's needs at the moment. While there's not an exclusive list of analyst services we do and do not offer, below gives you a clear sense of the ways we work with funds:
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Channel checks on products and services
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Store visits and product monitoring
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Idea generation and book monitoring
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Investigative research
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Financial modeling
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Reference checks
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Earnings call listening and Q&A representation
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Investor day attending
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Sell-side conference attending
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Competitor research
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Filing summarizing
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Custom assignments
Who We Work With
We work with investment teams across the public and private markets. Field work is a specialty and is valuable to any team or Portfolio Managers who need any extra intel on the questions they're trying to gain insight on.
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Hedge Funds of all strategies
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Venture Capital
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Private Equity
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Investment Managers
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Private Companies (sector neutral)
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Merchandisers
We work with large teams with over a billion in AUM all the way down to single PM hedge funds who may be launching and need a cost effective way to have further research done.
Easy
To
Work
With
Onboarding
Designed to be simple and to start as soon as needed:
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We have a brief discovery call.
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Agree to an hourly rate or contract.
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Begin assisting as a contract analyst.
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Can begin working as soon as needed.
Communication
We archive all the work and communicate through whatever channel is most convenient for you (e.g., Slack, Teams, etc.).
Research is presented in whatever format/template your fund uses.