Data Management

How Mercatus is different

Investment Acquisition Onboarding

What is it?

Onboarding the diligence process of new Investment opportunities. This may include intake of a third party data room, extraction of key terms, organization of assumptions for early stage economic modeling, etc.

Who is it for?

Clients looking to scale the Investment diligence process by utilizing lower cost resources to consistently handle high volume activities. 

Partner Asset Data Cleansing & Management

What is it?

Onboarding asset documents and data from third party asset operators. Typically provided monthly or quarterly as Operating Reports, Financial Statements, and other key documents needed to track vs. Investment Case or Budget.

Who is it for?

Clients looking to scale the Asset Management function by utilizing lower cost resources to consistently handle high volume recurring activities. 

Financial Model Process Audit & Maintenance

What is it?

Auditing the current internal process of utilizing financial models across asset life cycle and between internal teams vs. external partners.

Who is it for?

Clients looking to establish better control over data quality from financial models or to create a distinct process like quarterly forecasting using financial models that is inconsistent today.

Connect with Mercatus

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