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Welcome to Concentric Analytics

Investment Research, on Demand.

Add analyst capacity for funds and corporates models, monitoring, and valuations delivered fast and to spec.

Empowering Growth With Expertise

We combine years of financial knowledge with tailored strategies.

Tailored Financial Solutions

From tax planning to compliance and financial advisory, we deliver solutions that drive sustainable growth.

Proven Results, Real Impact

Explore how we’ve helped businesses save, scale, and succeed through our strategic financial expertise

Let’s Build Your Success Story

Reach out today to discover how our team can unlock new opportunities for your business

who we are

Research & finance ops that scale with you

We plug in as your on-demand team for investment research and operational support—so you ship clean models, timely monitoring, and defensible valuations without adding headcount.
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our vision

To be the most trusted accounting partner for businesses seeking clarity and growth

our mission

We provide reliable, personalized accounting solutions that empower clients to make smart financial decisions.

who we are

SOC 2–Compliant, Enterprise-grade Security

We protect your data with audited controls, strong encryption, and strict access policies—renewed annually and monitored continuously.

OUR EXPERTISE

Why teams choose Concentric

We plug in as an on-demand research bench—scaling output without new headcount. You get decision-ready models, consistent monitoring, and defensible valuations delivered in your templates and tools.
  • Customized Solutions
  • Cost Efficiencies
  • Experienced Team
  • Flexibility
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who we are

Research That Moves Decisions Forward

Financial Modelling

Advanced excel modelling capability, dashboard creation.
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Company Monitoring

Company monitoring – news, M&A, ratings and quarterly result updates.
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Investment Research

Fundamental analysis / Investment thesis for equity / credit research firms and corporates.
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Valuations

DCF, relative valuation, illiquid valuations, operational benchmarking.
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Weekly/Monthly Monitoring

Periodic reports – weekly global debt issuance.
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CFO/CEO Support

Assist top mgmt. in presentations, competitor analysis, M&A opportunities.
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GET MORE DONE, WITH ONE PARTNER

Research Additional Services That Support Your Core Work

Operational help that plugs into your process—clean hand-offs, clear SLAs, and outputs in your templates.

Market Research

Source-linked trackers on competitors and markets.

Website Support

Simple sites dashboards, QA + analytics.

Legal Support

Contract summaries & diligence checklists.

Data Entry /Analysis

Cleaned data, reconciliations, clear dashboards.

Real Estate Support

CoStar/Yardi analysis, comps, rent rolls.

Sales Support

Verified prospects, CRM updates.

Benefits

Support Services For Investment Firms & Corporates

Skilled Support

Fundamentals to monitoring—decision-ready outputs delivered on schedule.

Seamless Integration

SSO/MFA access, clear SLAs, and change logs—so nothing gets lost in email.

Flexible Engagements

From one-off models to ongoing coverage—scale up or down in days.

Expert Talent

Experienced buy-side & corporate analysts; consistent methods, defensible valuations.

Benefits

Engagement Models

We offer flexible, scalable engagement models tailored to each client’s needs—backed by a steadfast commitment to quality, confidentiality, and timely delivery. Our goal is to build lasting partnerships through exceptional research outsourcing.

DEDICATED HOURS

(PER MONTH OR QUARTER OR YEAR)

  • Tailored Research Allocation
  • On-Demand Skilled Resources
  • Use Cases: Tracking & Valuation

RECURRING DEDICATED ENGAGEMENT

  • Exclusive Client Focus
  • Long-Term Commitment
  • Daily Workflow Efficiency

BESPOKE RESEARCH PROJECTS

  • Pay-As-You-Go Model
  • Adaptive Scope & Duration
  • Transparent Progress & Billing

Industries we work with

Partnering with Leading Industries for Finance & Research Support

Banking & Financial Services

Private Equity & Investment Firms

Healthcare & Pharmaceuticals

Retail & E-commerce

Technology & SaaS

Real Estate & Infrastructure

Case Studies

Proven Strategies, Measurable Result

Reducing Tax Burden for a Growing Retail Chain

GreenLeaf Retail Solutions | March 2024

Reducing Tax Burden for a Growing Retail Chain

GreenLeaf Retail Solutions | March 2024

Reducing Tax Burden for a Growing Retail Chain

GreenLeaf Retail Solutions | March 2024

Case Studies

Join the Hundreds of Satisfied Clients Who Trust Our Expertise

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"They not only fixed our messy bookkeeping, but also gave us the financial clarity we needed to secure funding. Their support has been instrumental to our success."

Daniel Wong

CEO of ClearWave Startups

"They not only fixed our messy bookkeeping, but also gave us the financial clarity we needed to secure funding. Their support has been instrumental to our success."

Daniel Wong

CEO of ClearWave Startups

"They not only fixed our messy bookkeeping, but also gave us the financial clarity we needed to secure funding. Their support has been instrumental to our success."

Daniel Wong

CEO of ClearWave Startups

our experts

Meet the Team of Financial Experts Committed to Your Business Growth

Dyas kardinal

Founder & Managing Partner

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Elsa Verina

Senior Tax Consultant

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Harumi Havva

Head of Audit & Compliance

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Kumto Warming

Chief Financial Advisor

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Free Consultation Today!

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