Posts

How Investment Banks Use Outsourced Financial Models

Image
How Investment Banks Use Outsourced Financial Models By: Nitin Kumar  June 15, 2026 Share:        Financial modeling is performed by investment banks in an environment where success or failure could very well depend on how timely, accurate, and professional the financial models are presented to potential clients or customers. It is for these reasons, therefore, that the practice of outsourcing financial models by investment banks has grown from just being seen as a means of saving money to a core operating strategy in today’s world. This claim is backed up by verified data from the market: According to Deloitte’s Global Outsourcing Survey for 2024, 80% of executives surveyed will continue to outsource, or will outsource even more, with 50% already utilizing outsourcing for front-office functions. In addition, PwC’s M&A outlook for the first half of 2025 recorded an increase in global deal values by 15%, despite the 9% decrease in deal volumes during the same...

Pitch Deck vs CIM vs PPM: Differences Explained for Fundraising

Image
Pitch Deck vs CIM vs PPM: Differences Explained for Fundraising By: Tanya Jain  June 5, 2026 Share:        Though fundraising documents may seem alike from afar, the investor uses each of them differently in a fundraising deal. The pitch deck starts the discussion, the CIM builds the business and financial case, and the PPM supports the legal documentation during private offerings. This is why it is essential to distinguish between pitch deck vs CIM vs PPM prior to approaching any angel investor, venture capital fund, family office, or institutional buyer. With an increasing number of investors in any market, it is crucial to use the right fundraising tool; otherwise, negotiations will drag on, confusion will arise, and the level of credibility of the company in question will suffer greatly. According to recent figures, global buyout investment increased by 37%, while exit value increased by 34% in 2024. Nevertheless, despite positive dynamics, the amount of glo...

Rent Rolls: Market Size, Growth Trends, and Insights

Image
Rent Rolls: Market Size, Growth Trends, and Insights By: Prabhash Choudhary  June 3, 2026 Share:        The financial analysis of real estate assets depends on rent rolls, which deliver essential information about income stability, tenant quality, and property performance. They supply investors with detailed information that they need to evaluate risks and estimate returns when they study multifamily properties and commercial real estate. The value has increased in recent years because institutional investors and global funds now use data-based methods for making investment choices. They have transformed from unchangeable records to active financial resources through the growth of digital property management systems and analytical software. The transformation has increased their importance in the underwriting process, the valuation process, and the due diligence process, which operates throughout the global real estate market. Rent Rolls in Real Estate Financial...

External Team Models for Due Diligence Workstreams

Image
External Team Models for Due Diligence Workstreams By: Himank Arora  June 1, 2026 Share:        A due diligence workstream can quickly become messy when internal teams, advisors, consultants, legal teams, and finance specialists all work on the same transaction without a shared operating rhythm. The pressure is real: PwC reported that global deal values rose by 36% in 2025, while deal volumes increased by only 1%, meaning fewer, larger transactions are demanding sharper execution from deal teams. A structured due diligence workstream helps buyers move faster without losing control of risk, data quality, or investment judgment. It also helps external teams contribute with clarity instead of creating extra coordination work. Building a Due Diligence Operating Model with External Teams A solid operating model gives each participant a kind of defined role, timing, and escalation route. If not, external support can end up feeling fragmented even if the advisors are g...