Financial Modeling & Data solutions for Businesses and Asset Managers
Financial modeling is the task of building mathematical models designed to represent the performance and risk of a financial asset or an investment portfolio.
Diversification & Optimization
Multi-level vectorization under mean-variance portfolio theory (MPT)
Compare performances by Sharpe, risks, and returns
Optimal asset allocation with different time frame
Value at Risk (VaR) hybrid approach
Risk plotting and tail distributions
Credit Value Adjustment (CVaR) generated probability of default
Price and volatility simulations
Monte Carlo Simulation with Black-Scholes-Merton (BSM) model
Graphic and technical analysis for individual stock or portfolio
Data support for North America stocks and ETFs
Portfolio balancing rules and methods scenario analysis
Model risk forecast and value at risk (VaR) analysis
Robust portfolio returns and risks charting and data set system
Algorithm backtesting and trading
Portfolio Management Solutions turn your portfolio management practice into a scientific research lab; from herding based to rule based, from emotion based to data based. Asset allocation optimization and risk management are driven by statistic engines. If you have a thought process for your portfolio management practice that needs an outlet, we can integrate it into a cloud-based portfolio management platform for you.
Intrinsic valuations with Discounted Cash flow (DCF)
Mergers, acquisitions, and divestiture
Employee share ownership planning
Purchase price allocations
Deal Flow Management
Invested and private placement management
Venture funding and distributions
Fee structure and cash flow management
Financial Planning & Analysis
Working capital management & analysis
Revenues forecasting and costs budgeting
Cash flow analysis and management
Pension plan budgeting
Life style and financial goals planning
Due Diligence Process
Financial and operating information management
ESG & strategic positioning
Management & employees issues
Technology and IP
Capital Management Solutions provide essential services and solutions for private equities and investment dealers. From concept design to completion for capital recapitalization, divestitures, mergers and acquisitions. We are the experts in finding right models and delivering results to businesses. Flexible and modular financial models give your capital management services blueprints to success. Allow you to value business opportunities and manage deal flows. Help you build a solid compliance structure. For private equities, financial modeling solutions are imperative for working capital, valuation and mergers and acquisitions.
Before you start, you might not know how or where you should start. For many businesses and financial professionals, sorting and organizing data might be the first and biggest challenges. Our team will help you extract your data from different formats and store them into ones that can be indexed and categorized.
Allow your data and resources work for you. Devise new business applications and integrate digitized data for your business. What gets measured also gets managed. And what gets digitized gets measured.
Imagine you can isolate and control each or groups of your muscle cell. Wouldn’t that be convenient if you want to shape up? With cloud controlled data, we can help you build infrastructures or outcome specific platforms for your business.
Access data through a cloud based portal (platform) for your data display and analysis purposes. You can easily access data directly from your internal IT supports.
Data management solutions convert your old files into gold mines. Cloud-based data increases your capacity and enhance functionality for your operations. You can easily identify under-serviced clients, high probability lead conversions, and high-risk user accounts. Data can be delivered in COM server (Excel) or cloud-based platform (PaaS Heroku) so that you don’t have to add expensive infrastructure or increase/train existing in-house support staff.