Financial Advisory
.webp)
Back
About the Client
The company is an asset manager with $1B under management, focused on crypto and fintech, providing scalable and secure solutions for real-world applications.
Challenges
To attract additional investments to the portfolio.
To describe the current state of the businesses, model the future of their current businesses, and model new projects for which they raised money in a short time.
To prepare documents that would be of interest to investors.
Goals
To determine the current state of the company, it was necessary to make many different assessments that do not depend on each other to get a more balanced and objective evaluation.
To make high-quality reporting and determine a model for new projects.
Prepare all documents for investors.
Our solution and results
Our team modeled
The future of the current 10 portfolio businesses.
Developed models for upcoming projects
Conducting assessments to determine investment needs.
Prepared investment documents
Including valuation analysis and investment summary.
Project highlights
Comprehensive portfolio modeling
Collected materials and modeled the prospects of the existing 10 businesses within the portfolio. Ensured a thorough understanding of each business's trajectory.
Strategic modeling for future projects
Developed robust models for upcoming projects, conducting a meticulous assessment of investment requirements.
Investment document preparation
Prepared investment documents that included detailed valuation analyses and brief investment summaries. Ensured high-quality reporting within a short timeframe.
Elevate your business with Mezen's expertise
Take the first step for it
Oops! Something went wrong while submitting the form.
