Business development
support services
- Managing Distribution Lists/Contacts
- Managing Event Attendees Lists
- Mass Outreach Email Campaigns
- Migration of CRM Data
- Updating and Verifying CRM Data
- De-Duplicating Records
- Updating Active Deal Information
- Standardizing Company and Contact Information
- Tagging and Logging Entities in CRM Database
- Updating Call/Meeting Notes
- Financial Data Extraction, Spreading, Categorization, and Management
- Financial Data Collection through News Articles and Secondary Research
- Financial Data Cleansing, Segmenting, and Indexing
- Collating Financial KPIs from Brokers’ Reports and Management Call Transcripts
- Financial Database Updating, Migration, and Management
- Bookkeeping Services
- Accounts Payable/Receivable
- Bank Account Reconciliation
- Aging Analysis
Financial Process
Services
Graphic Design
Services
- Crafting Brand Identity
- Logo Design
- Corporate Stationery
- Creating Marketing Materials
- Whitepapers
- Brochures/Proposal Decks
- Banners and Flyers
- Magazines and Annual Reports
- Creating Collaterals for Events and Special Occasions
- Posters, Event Creatives, and Holiday Cards
- Document Services
- Template Creation, Formatting, and Design
- Infographic Layout and Visualization
- Professional Brush-up
- Leveraging Leading Databases to Conduct Research
- Industry and Fund Screenings
- List Building Database Support
- Trading and Transaction Comparable Pulls from Database
- M&A Transaction Runs
- Deal Documents and Information Search
- Sourcing Industry/Market Research Reports, Broker Reports and Primers
- Macro-Economic Data Pulls and Country Reports
- Company and Industry News Runs
- Custom Newsletters
- Compiling Public Information Book (PIB)
Library Services
Customized Solutions for Asset Classes
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- Operating Leverage
- Cost Efficiency
- HR Solutions
- Quality
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