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Audit-ready Excel models and dashboards, built to your assumptions and rigor.
Daily news, filings, M&A, ratings, and results—summarized in your format by 8am.
Fundamental deep-dives and investment theses for equity and credit—clear views, defendable calls.
DCF, comps, precedents, and illiquid asset reviews—defensible numbers, consistent methods.
Periodic trackers (e.g., issuance, sector KPIs, macro) with trends at a glance.
Board decks, competitor views, and M&A screens—polished materials, on schedule.
Operational help that plugs into your process—clean hand-offs, clear SLAs, and outputs in your templates.
Concentric Analytics provides support for market research, industry research, data entry, sales, and legal support to various financial institutions as well as corporates and market research companies.