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The Client

The client was a leading Hedge Fund in the US looking for trading and investment strategies. They required the assistance of a reliable R&D partner to accomplish their objective. The financial partner had to perform financial analysis and furnish detailed information on statistics, descriptive data, standardized financial data and ratios to allow the client to efficiently search for the right investment opportunity that aligned with their primary criteria.

Client Requirements

The data points are necessary to get a clear visibility of data during specific periods and for certain parameters it is the vital input for preparing the equity research profiles.

Flatworld Solutions was approached by the client for availing the data research services and for compiling the financial data points for 50 top energy companies within the US. The project requirement also included developing a template for approval from the client, a 5-year compilation of quarterly data, and analysis of basic ratio of the client's template. In addition to the primary requirement, compilation of analyst estimates along with pension and currency analysis was also sought by the client.

Businesses require financial data to measure their success, and it also serves as a company's health report to outsiders. This financial data was required by two groups of audience with varied approach in analyzing the reports. The client also required massive volume of data to be analyzed in a short time.

FWS' Solution

Flatworld Solutions allocated the task to a team of specialists comprising of technical editors, domain specific engineers, and domain experts. The panel members were chosen based on their experience and ability to deliver the project as per international quality standards. Our experts initially collected the raw data that belonged to companies from SEC filings, website, etc.

We collected data points such as -

  • Balance Sheet
  • Income Statement (quarterly/annual for "x" years based on the client's requirement)
  • Cash Flow
  • Financial Statements of Parent Company
  • Detailed Notes on Accounts (based on the client's requirement)
  • Industry operating statistics (based on the client's requirement)
  • Broker estimates (using the estimates sent by the clients)

The specialists in commerce and management compiled basic data points. Further, the analysis on pension, ratio, and currency was also performed.


The project commenced after the results from the trial program was submitted to the client. The client felt satisfied and approved the outcome. After the client's approval, FWS implement the project on a large-scale and the project was completed ahead of the planned schedule. The client conveyed their satisfaction and even negotiated on commencing live operations anon. The successful outcome led to possibilities for offering more services such as accounting resources and value-added finance.

Flatworld Solutions' skilled resources and delivery mechanism along with the technology capabilities smoothened the client's workflow and data extraction process. By partnering with us, they could immediately experience our flexibility and transparency in the project implementation coupled with a huge saving in time, money, and efforts in the long run.

Partner with Flatworld - Leader in Financial Analysis Services

Flatworld Solutions began operations 20 years ago, and we continue making great stride by delivering the right values to our clients. Our financial analysis services have helped several firms meet their objectives globally. With skilled financial analysts and technological experts, we continue to enable our clients to gain clear insights before planning the investment strategies. We also provide other research and analysis services that could be beneficial for your business at an affordable price.

If you require financial analysis to plan investments, get in touch with us so we can help with customized insights.

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Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540


Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000

KSS Building, Buhangin Road Cor Olive Street, Davao City 8000

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