Services

Research and Investment Services

“On-demand investment team for funds & start-ups”

At CMI Consulting LLC believe core of every successful investment lies informed decision-making, and that is where our RIS service portfolio delivers unmatched value. Inspired by global standards and practices, we act as an extended investment team for funds, PE, VC and Investment Banking, advisors, and growth-stage businesses.

OUR SERVICES

With our RIS platform, clients gain a reliable partner who not only supports decisions but actively drives investment success.

We begin with Deal Sourcing, identifying high-potential targets, investors, and intermediaries through structured market mapping and deep industry intelligence. Our team develops detailed target and investor profiles, supported by industry reports, market sizing, and real-time industry trend analysing and opportunity anticipating to ensure a strong deal pipeline.

  • Identifying potential opportunities such as targets, investors, relevant Intermediaries​
  • Preparing Target Profiles​, Investor Profiles
  • Industry Overview Reports​
  • Summarizing Investment Memorandums​
  • Creating and ​Editing NDAs​
  • Market Research Sizing and Industry Mapping​
  • Tracking Relevant News and Industry Trends

In Deal Origination Research, we provide comprehensive industry analysis, competitive landscaping, and company benchmarking. We support clients with investment memorandums, DDQs, and management interactions, enabling sharper insights for faster and rational decision-making.

  • Industry Research and Competitive Landscaping​
  • Company Profiling​ and Company Benchmarking
  • Creating DDQs and Liaising with Management Teams​
  • Creating Investment Memos and Research Reports​​
  • Analyst Summaries and Flash Notes​
  • Tracking Economic Indicators and Business Journals

During Deal Execution, our expertise in financial modelling and valuation becomes critical to transaction success. We cater DCF, LBO, and merger models to sensitivity analysis and quality of earnings, we deliver robust, investor-grade financial frameworks. Our approach ensures every assumption is validated, every risk is assessed, and every opportunity is quantified.

Financial Modelling and Assumption Validation
    • Leveraged Buyout Modelling
    • Discounted Cash Flow Modelling
    • Operational Modelling
    • Merger Modelling
    • Fund Modelling
  • Budget Modelling and Variance Analysis
  • Sensitivity Analysis
  • Quality of Earnings Analysis
  • Industry Trends
  • Valuation

Post Deal Services and Portfolio Management, we provide various services such as integration support, performance tracking, board reporting, and identification of add-on acquisitions or exit opportunities. We continuously track key business drivers, test strategic hypotheses, and provide actionable insights to enhance portfolio performance.

  • Integration support (M&A)
  • Transition management
  • Reporting and compliance support
  • Identifying Add-Ons and Potential Acquirers
  • Preparing Board Materials and Market Insights
  • Creating and Tracking Key Business Drivers
  • Hypothesis Testing
  • Ongoing monitoring of investments (especially for PE/VC clients)
Performance tracking, value creation, exit planning

Our ongoing engagement ensures that investments are not just executed but optimized for long-term value creation. By combining deep research, analytical rigor, and execution excellence, we transform complex investment processes into scalable, outcome-driven solutions.

Step

01

Task 1: Deal Sourcing

Identify targets, investors, and opportunities through market research, industry mapping, and company profiling.

02

Task 2: Deal Origination & Execution

Industry research, investment memos, financial modelling, valuation, and transaction support.

03

Task 3: Post-Deal & Portfolio Management

Performance tracking, reporting, integration support, and long-term value creation. 🚀