Research and Investment Services (RIS)

With our Research & Investment Services (RIS), clients gain a reliable partner who not only supports investment decisions but actively drives deal sourcing, transaction execution, portfolio optimization, and long-term value creation.

With our Deal Sourcing Services, clients gain a reliable partner who not only identifies high-potential investment opportunities but also strengthens their deal pipeline through targeted research, market intelligence, and actionable insights.

  • 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

With our Deal Origination Research Services, clients gain a reliable partner who not only identifies promising investment opportunities but also provides in-depth market research, target profiling, and actionable intelligence to strengthen deal origination strategies.

  • 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

With our Deal Execution Services, clients gain a reliable partner who not only supports transaction execution but also drives due diligence, deal coordination, process management, and seamless execution to maximize investment outcomes.

  • 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

With our Post Deal Services & Portfolio Management, clients gain a reliable partner who not only supports post-investment activities but also drives portfolio performance, strategic optimization, and long-term value creation.

  • 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
 

On-Demand Investment Team for Funds & Start-ups


Overview

At XentraView, we believe the core of every successful investment lies in 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, investment banking, advisors, and growth-stage businesses.

Research And Investment Services Ris

Our Research & Investment Services

1. Deal Sourcing

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 analysis and opportunity anticipation to ensure a strong deal pipeline.


2. Deal Origination Research

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.


3. Deal Execution

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.


4. Post Deal Services & Portfolio Management

In 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.


5. Long-Term Value Creation

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.

24/7 Expert Support

Partner with XentraView to access high-quality investment research, market intelligence, financial analysis, and strategic consulting.

Our experienced professionals deliver actionable insights that help investors, private equity firms, investment banks, and enterprises make faster, data-driven decisions with confidence.

  • Investment Research & Deal Support

  • Private Equity & M&A Expertise

  • Market Intelligence & Competitive Insights

  • Financial Modeling & Valuation

  • Dedicated Research Professionals

  • Tailored Solutions for Global Clients

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