Built for Financial Professionals
Asterion is designed for investment and transaction teams that need more analytical depth, additional execution capacity or a dependable external perspective without permanently expanding internal headcount.
The requirements differ by client, but the expectation is consistent: accurate work, clear communication, confidentiality and outputs that are ready to move through an institutional workflow.
Investment Banks
Support across pitches, live transactions and strategic assignments under compressed timelines where analytical precision and institutional polish are paramount.
Typical Mandate Requirements & Work Products
- Financial modelling and dynamic valuation workbooks
- Public trading comparables and precedent transactions analysis
- Buyer and target screening matrices
- Transaction intelligence and M&A deal tracking
- Pitchbook content development and deck formatting
- Confidential Information Memorandums (CIM) preparation
Private Equity Firms
Support throughout opportunity screening, commercial diligence, investment committee preparation, financial benchmarking and portfolio monitoring.
Typical Mandate Requirements & Work Products
- Market landscaping and deal pipeline prioritization
- Target company assessment and commercial due diligence
- Financial benchmarking against public and private peers
- Competitive intelligence and unit economics evaluation
- LBO returns modelling and sensitivity analysis
- Investment memorandum and committee deck preparation
Venture Capital & Growth Equity
Support across emerging sectors, target screening, unit economics validation and growth-stage opportunity evaluation.
Typical Mandate Requirements & Work Products
- TAM, SAM and SOM market sizing models
- Business-model and unit-economics assessment (CAC, LTV, churn)
- Competitive mapping and technology disruption analysis
- Funding history and valuation round benchmarking
- Peer benchmarking against early-stage cohort data
- Investment thesis development and memo drafting
Asset Managers & Hedge Funds
Support across public-market investment analysis, quarterly earnings cycles, financial model maintenance, valuation and ongoing portfolio monitoring.
Typical Mandate Requirements & Work Products
- Single-stock deep dives and initiating coverage notes
- Integrated three-statement financial models with custom drivers
- Earnings previews, reviews and variance analysis
- Sector landscaping and thematic research
- Scenario and sensitivity testing
- Ongoing coverage universe monitoring and news analysis
Private Credit Funds
Support across borrower credit assessment, capital structure review, covenant analysis, stress testing and ongoing portfolio surveillance.
Typical Mandate Requirements & Work Products
- Issuer business-risk and cash-flow conversion analysis
- Leverage, debt service coverage and interest coverage metrics
- Liquidity profile, debt maturity schedule and refinancing reviews
- Covenant headroom and structural subordination assessment
- Downside stress-testing and liquidation recovery waterfall analysis
- Credit underwriting committee memoranda
Family Offices
Support across public equities, private company direct deals, co-investments, private credit and multi-asset thematic opportunities for lean family investment teams.
Typical Mandate Requirements & Work Products
- Bespoke public and private company direct investment analysis
- Independent second opinions on inbound sponsor pitches
- Private credit and fixed income opportunity evaluation
- Multi-asset sector and thematic studies
- Financial modelling and valuation reviews
- Concentrated portfolio company monitoring and reporting
Wealth Managers
Support with deeper analytical content around individual securities, sectors, asset allocation themes and client-facing investment communications.
Typical Mandate Requirements & Work Products
- Concise investment briefs and security fact sheets
- Thematic research and multi-asset trend commentaries
- Portfolio review materials and client presentation decks
- Company analysis and earnings summaries
- Macroeconomic and interest rate sensitivity commentary
SPAC Sponsors & Transaction Teams
Support from target universe screening through commercial diligence, valuation benchmarking, investor presentation preparation and transaction marketing.
Typical Mandate Requirements & Work Products
- SPAC target screening matrices and criteria scoring
- Commercial due diligence and competitive market positioning
- Quality of earnings review and financial model validation
- Valuation benchmarking against public and de-SPAC peers
- PIPE and institutional investor presentation materials
- Transaction marketing materials and roadshow decks
Corporate Finance & Strategy Teams
Support for strategic planning, competitor intelligence, M&A screening, market entry evaluations and capital allocation decisions.
Typical Mandate Requirements & Work Products
- Comprehensive industry analysis and competitor benchmarking
- M&A target identification and screening
- Valuation and financial impact modelling (accretion/dilution)
- Market entry and geographical expansion studies
- Strategic board and executive committee presentation materials
Different Institutions. One Standard of Work.
Whether supporting an investment bank under a live deal timeline, a private equity team evaluating a target or a family office assessing a concentrated opportunity, our approach remains consistent:
Complex Decisions Demand Clearer Insight.
Extend your analytical capabilities with institutional-quality support built for the pace and complexity of modern capital markets.