The project profitability report was based on the cost of fuel consumption per trip. The entire fuel tank was not spent on one trip and required amortization.
We provided an excel template and a form which automated the entire profitability report by allowing our client to easily input client name, purchases, rates and the amount of fuel consumption per trip.
The company’s staff work at different sites which all have their own traits. Some sites require the provision of materials by our client while others provided the materials and are only hiring labor support from our client. Some bill by the hour, others by tasks completed.
We created a process spreadsheet which recorded the individual requirements of each client. The end result was a detailed and user-friendly document that was highly effective and is still in use by our client.
Combined sales data from sites like Amazon, Shopify, PayPal, etc. was not uniformly organized making it difficult to sort and process, due to the varying payout periods and prices (ad-hoc discounts).
We created an excel template that automatically standardized item names, codes, and date & number formats. The process which earlier demanded over two hours work is now reduced to less than 40 minutes.
Our client offers fee-based work in return for deal advisory services. Upon successful completion of certain deals, they receive an add-on percentage as commission which often has to be reconciled at a later date.
We established a timely reporting process were fees from deal completions were recorded and integrated into final accounts.
The Client’s equity research team was in the process of building capabilities and increasing coverage. The onshore team was wasting precious time on repetitive and low-value tasks. Initiating on new stock requires huge efforts to build a financial model capturing a high volume of data, preparing relevant tables and charts, and writing a detailed report for final consumption. The challenge was to reduce the efforts of senior analysts towards low-value tasks.
Clarigro’s analyst team worked with a team of 5 senior analysts, covering multiple sectors. Our team supported towards building detailed financial models including valuations, conducting due diligence through secondary research, and writing full initiation reports with investment recommendations.
A team of entrepreneurs had the idea to launch a “Buy Now Pay Later” platform in the KSA market. The team was looking to raise funds to develop the product, expand its fintech firm, and market the product. A leading Venture Capital had expressed interest in their product. The team was looking for an advisor’s help in analyzing the business model, developing a pitch book, and financial projections.
While the initial product feedback was positive, the founders needed an objective, unbiased analysis of their proposed revenue models. Our team developed a framework that tested the viability of the product studying similar products in developed markets. The impartial analysis helped the founders make an informed decision. Our team developed a comprehensive model that included essential components such as cash burn, Pro-forma, cost estimation, and a ballpark valuation estimate.
Our team collaborated with the client to learn the key factors that will drive the market for their product. We worked closely with the fintech firm to finetune the value proposition and supported the story with relevant market statistics and projections.
The Client, a manufacturer of Instant Noodles in Malaysia was looking to launch its products in India. Before launch, the client was looking to understand the dynamics of the market to prepare its market and pricing strategy.
We prepared a market research report, covering the important aspects of the Indian instant noodles market. Our report included the market classification of the instant noodles market, the key drivers of the market, demography and customer segmentation, distribution network, analysis of key competitors, and pricing points and strategy for products in the market.
Our Client, a small-cap mechanical construction and services company was looking to refine and update its financial model. The Excel based was a private equity-built financial model, capturing different scenarios for fund raising and exit strategies for investors. The client wanted to build complex scenarios for the acquisition of companies of different sizes and fund raising from private equity partners, followed by valuation and returns calculations at the time of exit.
We studied the existing model and created different scenarios for acquiring new business over the forecasted period. We, further built-in scenarios, and approaches to raise funds for acquisition and how the capital structure will change over time. The final model was well received by the private equity partners and helped the client raise funds for acquisition of new businesses.
A group of entrepreneurs was planning to launch an on-demand laundry and dry-cleaning business in Doha. They wanted to prepare a feasibility study that would be used as a primary document when applying for government funding.
As part of the project, we prepared a feasibility study document covering important aspects like platform framework, market, and customer analysis, macro and industry analysis, relevant government regulations, demand-supply analysis, pricing, and marketing strategy, project milestones and implementation and project risks, etc. We also prepared a detailed financial model by understanding the revenue generation capability through different plans and capex and opex requirements.
A marketplace platform for beauty and cosmetic clinics was looking to raise funds to launch its operations in UAE and other GCC markets. The Client wanted us to provide a detailed financial model showing sequential expansion in GCC markets based on break-even in previous markets and estimate the current value of the startup, along with an interesting pitch deck showcasing the platform, the regional demand-supply analysis, market opportunity, financial forecasts, and valuation.
Our team prepared a questionnaire, detailing the current operational aspects of the marketplace along with the details of financial commitment already incurred as part of platform development. Then we prepared the detailed model based on demand-supply in the GCC region, the revenue take-rate, expenses to be incurred, etc. We value the company based on the Blended Valuation approach using different methodologies. For Pitch Deck, our approach was to help investors understand this niche segment and the potential to grow across regions.
Our Client, a boutique investment bank based in Middle East had a top-heavy team looking after deal sourcing as well as execution. Due to rising deal flow, the client was looking to increase the headcount of junior staff to support sector leads. The Client was facing a two-faced challenge, one that new hires requires time to adapt to the work environment and extensive training on different aspects of investment banking. The other part was to maintain adequate client-facing time for bankers and devote less time to train new associates.
Our team spoke with the Head of Investment Banking to understand their requirement for setting up an offshore team with varied skill sets to support M&A deals. We set up an offshore delivery team of five associates with experience in preparing financial models, pitch decks etc. The team was effective from Day 1 and started working on client deliverables, leading to quick go-to-market and shortened response time to pitches.
As part of its fund management and reporting activity, the Client was engaged in preparing multiple factsheets every month, which requires a lot of fund manager’s bandwidth. The task of preparing factsheet is a time-consuming exercise and required multiple level of manual checks for disclosure of accurate data and information. The Client was looking to ease pressure on fund manager’s and automate the complete process.
Our team studied and analyzed the complete process to understand the bottlenecks. Based on our studies, we break-down the whole process in simple and smaller segments. We further introduced customized automations to reduce the turnaround time and improve accuracy. Our solution streamlined the complete process thus enhancing client’s bandwidth and producing error-free factsheets.
The client was looking for streamlining its research publications and exploring option to offshore support for its corporate bond trading desk in the investment grade and high yield space. The client’s requirement was to build financial models on the issuers of bonds, coverage initiation and maintenance, capital structure and covenant analysis, undertaking relative valuation and writing reports on bonds and sectors.
Our team started engagement by identifying the areas of support. We worked closely with client analyst to understand their financial models and reports template and created a standardized template for excel based model and report. We monitor accuracy and timeliness of each deliverable by appointing a senior experienced supervisor. Over the period of time, our engagement grew from one analyst to three-member team and we supported client of various regular as well as time-sensitive tasks.
The Client was looking for support in developing its macro-research capabilities. The requirement was to develop a database to capture economic indicators, track key events, central bank’s policy statements, and other macro-economic news flow. The data was then required to be analyzed and presented in a form of monthly report. The client required regular offshore- analyst bandwidth to support the Chief Economist.
We selected a team member with background in economics and data analytics to address the client requirement. A senior analyst was appointed as a single point of contact to help in seamless workflow management. The team member developed an economic calendar to track data releases and capture meta data in the database. The macro data was then analyzed, and insights were reported in a presentable format which was used for writing research reports and presentations.
An Australian dentist was contemplating setting-up franchises of an internationally acclaimed dentistry chain in Gold Coast, Australia with the help of a local consultant. While the local consultant worked on site, he outsourced us secondary research including a writing a business plan and detailed financial model.
The project required an estimate of dental market in Gold Coast and Queensland, the TAM, common type of dental problems that occur, number of small and big clinics in addition to modelling unit economics and growth scenarios (i.e., set up more than one clinic). Other key research objective was to estimate the number of people with more than 5 teeth missing or completely toothless.
For determining the market size, we prepared a questionnaire and polled local doctors. Our efforts also included studying dental market reports, including journal, government, and third-party reports, using local directories in sourcing the total number of clinics and checking public records citing incidences of serious dental diseases. We were able to close the project with details beyond our clients’ expectations which helped him launch his clinic four months prior to plan.
Two entrepreneurs from Australia intended to open a Cambodian bar and restaurant in Sydney, the first of its kind. They had learnt that South East Asian cuisines were being increasingly sought after due to their healthy mix of meat and veggies.
The team wanted us to provide data points on Sydney’s restaurant market, propensity for customers to eat outside, trends in outdoor eating and preferred cuisines (validation for their belief), prices, location, seat-down area, and alcohol availability. We were also required to make a cost estimate of operations, including working capital forecasts, estimates for food wastage, break-even analysis, and five-year financial forecasts.
We did a market analysis using data points from government sources, and third-party research reports. Our analysis involved demographic study, customer preference analysis, pricing analysis of market peers, etc. We did a complete feasibility analysis and prepared a financial model detailing revenue and cost aspects. Further, we provided a business plan covering relevant sections on company, industry, and competitors.
A tech company based out of Riyadh, Saudi Arabia was restructuring its product offerings from legacy software to SaaS offerings on the cloud. The company was facing revenue shocks due to declining demand for its existing systems which was further amplified by concentration risks.
Although the company was well aware of the advantageous shift to SaaS, they wanted a data driven documentation and financial forecasts of their to-be-business that would assist in raising fresh funds from investors.
We delivered a comprehensive financial model and an illustrative pitch deck which helped them raise capital and induct two strong board members.
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