Analyst support for pitchbooks, valuations, comps, and models delivered through documented workflows and review checkpoints.
Investment Banking Support for Smarter Financial Decisions
Deal execution support breaks when pitchbook turn notes, comps build rules, and model input schedules do not reconcile with the signed scope note, page map, naming convention, and review-owner acceptance checklist, creating figure and footnote discrepancies.
With two decades of delivery experience, Flatworld Solutions provides investment banking support, covering pitchbook production, comps and precedent tables, valuation exhibits, model update packs, and research briefs; all delivered under fixed templates.
Process engagement is bounded by a work order, input register, validation rules, and approval matrix. Outputs ship under version control with source registers, tie-out logs, and exception notes for reviewer disposition.
Financial Support Services for Investment Banking Teams
At Flatworld Solutions, we deliver reliable investment bank services with precision, speed, and regulatory strength. Our team supports complex deals, capital marketing, and financial modeling under tight deadlines.
Financial Modeling Services
DCF, merger, sensitivity, and projection models built and updated using client-defined assumptions and reporting formats.
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Business Valuation Services
Trading comps, precedent summaries, valuation ranges, and supporting exhibits are developed from approved financial inputs.
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Investment Research Services
Structured industry briefs, company profiles, benchmarking tables, and referenced research summaries delivered in defined formats.
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Buy Side Equity Research Support
Screening outputs, peer comparisons, earnings extracts, and evaluation materials are prepared for acquisition analysis.
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Sell Side Research Support
Issuer summaries, financial extracts, operating metrics tables, and supporting coverage materials assembled under internal templates.
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Fixed-Income Research Services
Bond summaries, spread tables, covenant extracts, and macroeconomic data schedules compiled from approved sources.
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Credit Research Services
Credit memos, ratio analysis tables, liquidity summaries, and debt structure documentation are developed from financial disclosures.
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Financial Risk Analysis Services
Stress scenarios, sensitivity tables, exposure summaries, and parameter-based risk schedules are generated for review.
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Corporate Finance Support
Capital structure summaries, funding comparison tables, transaction timelines, and deal-tracking documentation are prepared for internal use.
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Pitchbook Production Support
Preparation and updating pitchbooks, teasers, management presentations, and transaction decks under client-defined templates and page maps.
Comps & Precedent Transaction Support
Construction and maintenance of comparable company tables and precedent transaction summaries with calculation of support and source references.
Financial Statement Spreading Services
Extraction and structure of historical financial statements into standardized schedules for modeling, analysis, and internal review.
Multi-Industry Coverage Support
Sector coverage includes financial services, technology, healthcare, energy, infrastructure, real estate, consumer and retail, telecommunications, industrials, transportation, and media.
Our Process for Investment Banking Support
Execution follows a documented workflow structured under Lean Six Sigma to reduce rework and maintain output consistency across defined engagement scopes.
Work order defines deliverables, page maps, model tab structures, comp criteria, formatting standards, and acceptance checklists.
Pitchbook masters, model shells, assumption schedules, and naming conventions aligned to the confirmed scope before building.
Deck pages, comps tables, financial spreads, and valuation exhibits are produced using approved inputs and defined formats.
Page totals, tab linkages, comps outputs, and exhibit references reconciled against source extracts and assumption schedules.
Files are issued under version control to the designated Associate or Vice President reviewer per the approval matrix.
Approved materials circulated under standardized naming conventions with supporting logs retained for engagement record continuity.
Software We Leverage
Execution operates within client-approved research platforms and data environments, subject to defined access controls, usage rights, and documented handling protocols.
AI and Machine Learning Platforms
Natural Language Processing Tools
Robotic Process Automation (RPA)
Financial Modeling Automation Scripts
FactSet Analytics Suite
S&P Capital IQ
Thomson Reuters Eikon
Bloomberg Terminal
PitchBook
Why Choose Us for Investment Banking Support Services?
Execution-focused support delivered through controlled workflows, regulatory alignment, numeric integrity checks, and secure documentation governance.
Template and Formatting Adherence
Outputs are strictly aligned with client-defined pitchbook masters, model shells, formatting standards, and structured presentation guidelines.
Numeric Integrity and Cross-Reference Checks
Figures, calculations, and references reconciled against validated source extracts and documented assumption schedules.
Version Control and Approval Governance
Deliverables issued under controlled naming conventions, structured reviewer matrices, and documented approval hierarchies.
Compliance-Aligned Execution
Work executed in alignment with FINRA, SEC, FCA regulatory documentation standards and client governance frameworks.
Data Security and Access Controls
Financial files are managed under ISO 27001-aligned controls, encrypted storage systems, and restricted access permissions.
Capacity Alignment for Live Deal Turns
Production bandwidth aligned to defined workstreams, supporting iterative turn notes during live transaction cycles.
Non-Advisory Execution Scope
Scope is limited to production and documentation support; investment decisions remain solely the client's responsibility.
Additional Services
Enhance decision-making accuracy with our specialized investment banking legal support, delivering insight-driven solutions that strengthen compliance, efficiency, and performance across diverse investment bank services.
Company Profiling Services
Structured company overviews, ownership summaries, financial snapshots, and operating metric extracts prepared for transaction materials.
Competitive Business Analysis
Peer landscape summaries, competitor positioning tables, and benchmarking exhibits were developed for coverage presentations.
Macroeconomic Reports
Rate environment summaries, macro indicators, and sector-level economic data compiled for capital markets materials.
Structured Finance Reports
Tranche breakdowns, collateral schedules, and structured product summaries assembled for transaction documentation.
Data Analysis Services
Transaction datasets, operating metrics, and financial extracts are processed into analysis-ready schedules.
Report Automation Services
Template-driven report generation and recurring update workflows configured for earnings packs and standardized materials.
Partner with Experts for Controlled Investment Banking Execution
Pitchbook turn notes, comps criteria, and model assumption schedules often circulate without standardized page maps, source registers, or clear reviewer authority. This leads to reconciliation issues, duplicate calculations, and documentation gaps during submissions on tight transaction timelines.
Our execution is organized with defined scope notes, input logs, validation checkpoints, role-based access controls, and approval matrices. Process uses governed workflows, version control, documented tie-outs, source referencing, and secure data throughout each deliverable cycle.
Collaborate With Us to Transform Your Investment Banking Operations!
Our Customers
Case Study
Flatworld Helped a US-based Healthcare Client Develop a Forecasting Model
The client is a U.S.-based health care company that is well-known for its medical devices and diagnostic equipment, as well as its diagnostic tests, branded generic medications, and nutritional supplements.
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Flatworld Provides Online and Offline Research Support to Evaluate Competition
The client is based in the United States (Connecticut) and helps their international customers to launch new products and improve business models for existing product lines of goods and services in multiple industries. They specialize in providing competitive intelligence and evaluating consumer behavior.
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FWS Provided Key Opinion Leaders (KOL) Profiling to a Top UK-based Med Firm
The client is based in the United Kingdom (London) and works with patient advocacy organizations, scientific groups, biotech companies, medical device manufacturers and pharmaceutical companies to improve data support and develop strategic solutions. The client operates globally and serves in a consulting capacity to leading organizations throughout the world.
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Investment Banking Support Services FAQs
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USA
Flatworld Solutions
116 Village Blvd, Suite 200, Princeton, NJ 08540
PHILIPPINES
Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000
KSS Building, Buhangin Road Cor Olive Street, Davao City 8000
INDIA
Survey No.11, 3rd Floor, Indraprastha, Gubbi Cross, 81,
Hennur Bagalur Main Rd, Kuvempu Layout, Kothanur, Bengaluru, Karnataka 560077
