Services
Rhodium Analytics serves a broad range of institutional and corporate clients, including investment banks, private equity and venture capital firms, hedge funds, asset managers, family offices, growth companies, accounting firms and valuation firms. Please see more detail on our services and how we can support your business, below.
Rhodium Supports Investment Bankers In Their New Business Origination Activities
Pitch And Preparation Support
Buyer/ Investor Screening
- Investor identification
- Buyer screening - Strategic and Financial sponsors
Screening For Targets
- Target identification
- Company profiles
Industry Research
- Sector research
- Macro economic research
- Market mapping
- Competitive landscapes
Financial Modeling
- Trading comps
- Precedent transactions
- Financial modeling
- Valuation analysis
- Case studies
Pitch Collateral
- Pitch storyboarding
- Pitch design and progression
- Creation of pitch collateral e.g. models, management presentations
Our deep experience in sell-side deals helps us refine our clients' pitch effectively and help them win more deal mandates
+91-997 169 2020
+1-646 580 7042
Rhodium Supports Investment Bankers On Transaction Execution Throughout The Deal Life Cycle
Live Deal Support
Deal Collateral
- Confidential information memoranda
- Teasers
- Databooks
- Financial models
- Valuation analyses
Due Diligence
- Company due diligence
- Financial due diligence
- Industry due diligence
Operational Support
- Participation in management calls
- Drafting term sheets
- Maintaining CRM and process logs
- Creating and managing data rooms
Working with us allows clients to “Follow the Sun”, enabling almost a 24-hour work cycle on live deals, resulting in more timely turnaround on deal-related tasks
Rhodium Supports Private Equity And Venture Capital Funds Across The Fund And Investment Lifecycle
Pre-Deal Post-Deal
Deal Sourcing
- LP / company screening
- Trading and transaction comps
- Industry overview
- Hypothesis validation / theme research
- Company profiles
- Sector valuation
- Deal summaries
Target Evaluation
- Due diligence support
- Detailed investment analysis
- Competitive positioning
- Business model evaluation
- Peer group benchmarking
- Financial modeling
- Valuation
Investment Review
- Performance tracking
- Periodic reporting
- Variance analysis
- Carrying value calculation
- Industry dashboards
- Budgeting & forecasting support
- Fund performance analysis
- Fund scenario analysis
Value Enhancement
- Budgeting and forecasting support
- Portfolio valuation for internal / audit requirement
- Market sizing
- M&A target identification
Investment Exit
- Valuation support
- Waterfall analysis
- Financial models
- Information memorandums
- News tracking
- Deal analysis
- Research and create target buyer lists
Rhodium Analytics Has Expertise In Supporting Hedge Funds, Asset Managers And Family Offices
Deal Analysis
- Private equity and credit
- Financial modelling
- Financing scenarios
- Returns analysis
- Waterfall analysis
- Carried interest modelling
Research & Coverage
- Private equity and credit
- Initiation and maintenance of coverage
- Earnings models
- Qualitative and primary research
- Engage directly with covered companies
Valuation
- Equity valuation
- NAV and GAV calculation
- Hedge fund accounting
Rhodium Analytics Has Expertise In Supporting CEOs And CFOs Of Entrepreneurial Companies
Financial Modeling
- 3-statement financial model
- 13-week cash flow model
- Financial budgeting and projections
- Scenario analysis
- Model review/audit
- Comparable benchmarking
- Capitalization table analysis
- Waterfall analysis
Financial Planning & Analysis
- Preparation of periodic financial and operating performance/KPIs reports and dashboards
- Budgeting & forecasting support
- Trend, variance and scenario analysis
- Performance tracking
- Revenue enhancement & cost reduction analysis
- Industry benchmarking reports
Deal Support
- Presentation preparation for managements, Boards and potential investors
- Data Room management
- Pre-deal review and evaluation for strategic investment in a business
- Acquiror and Investor target list research and preparation
- Trading & transaction comparable analysis
- Valuation analysis
Rhodium Supports Valuation And Accounting Firms On a Variety Of Valuation Engagements
Financial Reporting
- Business valuation
- Complex security valuation
- ASC 820 - Portfolio valuation
- ASC 805 - Purchase price allocation
- ASC 350 - Goodwill impairment testing
- ASC 718 - Share based payments
- ESOP valuation
Transaction Related Valuations
- Venture capital financing
- Biotech Valuation - Risk - adjusted NPV
- Option Valuation - Black - Scholes model and Binomial Option Pricing model
- Scenario building
- Restructuring of companies, which may involve mergers, demergers or amalgamations
Tax Compliance
- IRC 409A valuation: private company valuation for stock options issuance
- Valuation of closely held business interests or securities for Estate and Gift tax planning.
Litigation Related Valuation
- Shareholder buyouts and disputes
- Economic damage analysis
- Lost profit claims