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.
Deal Sourcing Services
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
Deal Origination Research Services
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
Deal Execution Services
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
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
Task 1: Deal Sourcing
Identify targets, investors, and opportunities through market research, industry mapping, and company profiling.
Task 2: Deal Origination & Execution
Industry research, investment memos, financial modelling, valuation, and transaction support.
Task 3: Post-Deal & Portfolio Management
Performance tracking, reporting, integration support, and long-term value creation. 🚀