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Financial Modelling Outsourcing: The Strategic Edge

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Financial Modelling Outsourcing: The Strategic Edge By: Prabhash Choudhary  June 19, 2026 Share:        For investment firms, private equity houses, and corporate finance teams, financial modelling outsourcing has shifted from a basic cost-saving measure to a strategic advantage. The global financial modelling service market was valued at USD 2.5 billion in 2023 and is projected to reach USD 5.8 billion by 2032, with a CAGR of 9.7%. As deal complexity increases and internal resources become constrained, more companies are partnering with specialists to outsource model development rather than overextending in-house teams. Thank you for reading this post, don't forget to subscribe! The Real Deal About Financial Modelling Outsourcing Financial modelling outsourcing is broader than most firms initially expect. It encompasses the full spectrum of models that support investment decisions and strategic planning activities. Three Statement and Cash Flow Models The mos...

Why Investment Research & Equity Research Drives Alpha

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Why Investment Research & Equity Research Drives Alpha By: Himank Arora  June 17, 2026 Share:        These services sort of sit right in the middle of data-driven investment decisions. With global equity markets now up past $125 trillion, fund managers, analysts, and corporate development teams really do need information that is accurate, timely, and not a moment late to make better calls. The investment research & equity research platform segment is forecast to climb from roughly $6.5 billion to about $11.5 billion between 2025 and 2029. This shows just how critical structured research has become. And yeah, whether you’re hunting for undervalued stocks, comparing yourself against competitors, or stress-testing financial models, it takes raw data and turns it into stronger conviction in your investments. Thank you for reading this post, don't forget to subscribe! How do Investment Research & Equity Research influence portfolio decisions? It quietly ...

How Investment Banks Use Outsourced Financial Models

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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

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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...