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FinSource Analytics partners with PE and VC firms to handle the financial backbone of their operations — so their analysts can focus on making smarter investment decisions, not managing spreadsheets

Our Solutions

Portfolio performance and KPI monitoring for investment firms
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Deal Origination

We accelerate sourcing with structured target screening, market mapping, and shortlisting of qualified investment opportunities

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Deal Evaluation

We convert raw financials into structured analysis and valuation models and also support in QoE preparation, and diligence workflows to accelerate deal decisions

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Portfolio Management

We turn portfolio data into decision-ready insights through monthly reporting, KPI tracking, variance analysis, and performance monitoring

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Audit Support

We prepare valuation workpapers and audit-ready documentation, ensuring fair value accuracy, clean reconciliations, and faster quarter-close cycles

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ESG & Impact Analysis

We collect, standardize, and report ESG metrics across portfolio companies to meet LP expectations and regulatory disclosure standards

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Design Support

We turn financial analysis into investor-ready presentations and IC materials with clear structure, consistency, and professional storytelling

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