Case Study: a top asset management firm achieves accurate financial modeling and valuation with Outsource2india's fixed income research services

a top asset management firm secures $88 million funding support with Outsource2india

The customer, a top asset management firm based in Florida, required assistance to prepare a financial model using historical data and a five-year forecast to raise $88 million in funding. They faced challenges with data discrepancies and identifying revenue streams for their model. They engaged Outsource2india for its business valuation and financial modeling services, specifically a Discounted Cash Flow (DCF) analysis.

Outsource2india deployed a dedicated team, including a senior project manager, to supervise the work. Their solution involved clarifying data issues directly with the client before building a comprehensive financial model that included income statements, balance sheets, cash flow statements, and valuations. The result was a successfully completed model that provided the required investment forecasting, helping the client make better-informed decisions and garnering their appreciation.