Evaluating an acquisition or investment opportunity depends on the quality of the research underneath it. I provide specialized financial research and reporting to help investment firms and small businesses evaluate opportunities with precision — backed by a B.Com from the University of Calcutta and over 12 years of core accounting and data-operations experience.

This is the most specialized of my services, and the one where an accounting background matters most: separating data that looks right from data that's actually verified.

What's Included

CIM (Confidential Information Memorandum) summary preparation
Earnings report analysis
Acquisition prospect profiling
Company profile and due-diligence document preparation
Financial data formatting and cleanup with a documented 99% accuracy rate

How I Work

Intake

You share the raw data, filings, or research scope.

Research & verify

Financial data is synthesized and cross-checked, not just summarized.

Structured reporting

Findings are organized into a CIM summary or profile format.

Review & delivery

You get a document ready to hand to decision-makers.

Why this pairs with my other services: Financial research often surfaces messy source data first. If a target company's records need cleanup before they're analysis-ready, that's covered under Admin & Data Operations — and the resulting findings can flow straight into an investor pitch deck.

Investment

$35/hr

Starting at $150 for scoped engagements, dedicated-resource availability.

Pricing reflects current Guru.com listings for this service.

Related Services

Evaluating an acquisition or investment?

Send me the scope and I'll outline what a CIM summary or profile would look like.

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