Portfolio Due-diligence

Creating a successful portfolio and making it work in the right direction involves a rigorous amount of time and research. Understanding how the research fits into the right valuation model and the total ambit of company operations needs an insightful analysis. That’s where REdge steps in. We have vast experience in supporting several fund managers in their strategies and providing the insightful research. Please check our sample reports to understand our quality of work and we will add further research if you want more information.

Our analysts are experienced hires with MBA (finance), CFA charter holders/candidates or several years of experience in Capital Markets. We offer:

• Detailed analysis covering business description, industry overview, competitive positioning, investment summary, valuation, financial & ratio analysis, investment risks, company bylaws, and recent developments.
• Corporate governance reports.
• Idea screening and M&A portfolio assessments.
• External assessments for Private Equity groups prior to capital investment.
• Investor presentations/ handouts for your clients or co-investors.
• Industry outlook and forecasts based on economic indicators.