We work with a range of Investment Banks and help them with creating Pitchbooks, Information Memorandums, Company Teaser, Market Research, Financial Modeling and Valuation.
Helping PE firms across the deal life cycle from deal screening, due diligence, industry analysis, modelling and portfolio company support
Help fund managers with stock screening, earnings summary & quarterly updates, financial modelling, create tear sheets, detailed research reports & industry analysis and data analytics.
We help VC firms with target evaluations, deal screening, deal due diligence, IC memos & detailed transaction research and portfolio maintenance activities.
We help firms navigate in today's world of complex data. Jmi provides custom project solutions by leveraging our AI, Deep Learning, Analytical and Visualization Expertise.
Preparing a quarterly model with separate financial statements for each of the...
Tracking TMT sector and identifying key economic and market-driven factors that affect...
Preparing a comprehensive database of all mid and large corporates across the sectors...
Combine Alternative data into financial modeling to provide a clearer picture...
Support across the M&A cycle–origination, marketing, due diligence and business development.
Credit analysis, Credit memos, Ratings analysis
IPO Comps, Primary and Secondary Market Analysis
ECM Overview, Newsletters, Economic Calendars, Investor Analysis
Create deal filtering template to shortlist deal inflow and identify target opportunities and analyze deal viability, prepare target profiles, identify potential targets
Detailed industry research reports with competitive analysis, prepare investment memorandums, financial statement analysis, create DDQs
Financial Modeling & Assumption Validation ( LBO, DCF & Operational Modelling ) Relative value and precedent transaction analysis
Support all functions relating to portfolio companies (build / maintain operating models, portfolio valuations, comp analysis). Build Dashboard for portfolio company reporting and analysis.
Analyze stocks based on fundamentals analysis, valuation multiples, sectoral trends, pre defined templates, etc.
Create customized models based on key business drivers/assumptions, Pre & Post Earnings model update
Fundamental Analysis & Industry landscaping reports, micro and macro thematic research reports, company research, competitive benchmarking, etc
Daily News Report, Quarterly earnings summary, Analyst Calls summary, portfolio analytics & key metrics monitoring and updates
Market overview analysis, Opportunity size (TAM), due diligence reports & investment memos
Create deal filtering template to shortlist deal inflow and identify target opportunities and analyze deal viability, prepare target profiles, identify potential targets, Create tech/startup “watch list”
Financial Modeling & Assumption Validation, Relative value and precedent transaction analysis
Support all functions relating to portfolio companies (build / maintain operating models, portfolio valuations, comp analysis). Build Dashboard for portfolio company reporting and analysis.
Identify & evaluate potential investment opportunities, create credit & investment memos
Provide preliminary, operational & commercial due diligence. Historical financials and debt analysis alongside capital structure analysis. Prepare presentations and teasers
Build financial models & IRR analysis for commercial and residential projects
Conduct in-depth studies on market landscapes, growth expectations, drives and price analysis
Aggregate operational & financial data across assets and build bespoke dash boards in power BI & Tableau
We build bespoke interactive and real-time dashboards for your organization to highlight the key performance indicators.
Our dashboarding solutions and reporting interfaces help you to integrate and consolidate data from multiple sources onto a unfied platform.
We have a team of experts certified in Tableau, PowerBI, Python, SQL and Excel Analytics.
We help businesses by handling their big data, provide opportunities to look at comprehensive data landscape, implement data lakes, develop pipelines and enable value realization.
By building robust capabilities to deal with the volume, velocity, variety and veracity of data, our platform allows business users to consume data ranging from big data ecosystem to traditional warehouses.
JMI has a State-of-the-Art technology which includes a Variational Autoencoder based system, Data Saliency Mapping, and combine ML Language Models with Knowledge Graphs
We have a diverse team of experts comprising of technology, mathematics and finance specialists within AI and Data Science.
A United-States based Real Estate Fund wanted to raise money for acquisition of one property.
Our Client, a US-based hedge fund, wanted us to track the Technology, Media and Telecom sector and identify key economic factors that affect the revenue growth, operating cost, cost of capital etc. of portfolio companies and help them in updating the financial model with latest market updates
In-depth Study on Sector to identify key metrics
Tracked the market-driven factors like liquidity, momentum and fund flow
Conducted Fundamental Research on Portfolio Company
Keep track on latest financials and key parameter for each company
Updated the model with key parameters on daily basis
JMI worked closely with senior team members in creating an entry strategy for European Markets
A mid- market private equity fund wanted to invest in a US-based digital lending fintech company. Historically, the PE fund relied upon traditional, manual, and defensive methods of due diligence. The fund wanted to get deeper data driven due diligence insights on company’s products, market positioning, customer beliefs and organization culture. JMI data analytics team was roped in to leverage JMI data analytics platform to get actionable insights on 4 broad areas which included:
JMI proprietary models and data aggregation platform produced unique powerful insights on business revenue and margin performances based on raw transaction level data along with core business capabilities and market drivers such as production capacity, sales and distribution KPIs, cashflow and potential trends of the competitive market etc.
The JMI data analytics platform set up during diligence for investment evaluation was further extended to capture company’s everyday business intelligence in order to retain the key insights and data sources that underpinned the deal thesis and value creation plan over the investment cycle.
The PE fund wanted to understand the customers’ perception on the various company products and their competitive positioning in the market. They specifically wanted to leverage JMI data analytics platform to gain deeper insights on customer views for various products using social networking websites and understand product positioning relative to competitors.
JMI analyzed the cost of customer acquisition across different marketing channels of the fintech company and provided specific insights on
The client wanted to understand the potential contributions made by a customer to company’s revenue across the years to estimate the customer lifetime value and gain deeper insights on customer mix which could contribute to higher revenues in the future.
The PE fund was facing difficulties in getting insights into the organization’s culture. They wanted to get a clear picture on employee beliefs towards the target company and predict employee attrition rate. They further wanted to analyze the correlation between attrition rate vs employee experience, salary and education background, etc.