Private Equity and Venture Capital Market Support & Services

“Enhance Deal Flow and Strategic Decisions”

Beyond Investments: Comprehensive Mid and Back-Office Solutions

At Rootform Analytics, our private equity support services go far beyond front-end investment analysis. We provide customized mid and back-office outsourcing solutions designed to streamline your operations and free up your internal teams. Our offerings include end-to-end support in market mapping, data collection, pitch deck and other related services.

We provide comprehensive support across a range of functions, including Level 1 query handling, RFPs, RFIs, DDQs, investor presentations, and reporting. By efficiently managing these essential yet time -consuming tasks, we enable your team to concentrate on what matters most-making informed investment decisions and driving long-term value creation.

Our Services & Offerings

CRM Support

We provide end-to-end CRM support to streamline your client management and improve engagement efficiency. From data entry and reporting to system optimization, we help you get the most out of your CRM.

Financial Spreading / M&A Transaction

We offer detailed financial spreading and transaction analysis to support mergers and acquisitions. From historical financials to valuation benchmarking, we deliver data that drives confident deal decisions.

Investment Target Assessment

• Industry analysis
• Market assessment
• Competitive landscape

We assess market potential through detailed TAM and SAM analysis to quantify opportunity size. Our insights help investors and businesses prioritize markets with scalable growth potential

Market Mapping & Target Screening

We provide market mapping & target screening support for PE/VC firms. Our research-driven approach helps you identify and assess investment opportunities with strategic confidence.

Why Partner with Us

Delivering Outputs

Triple

More Deals Identified & Evaluated

50%

Quicker Turnaround on Deliverables

40%

Reduction in Operational Costs

Here’s What Our Client Say!!

“Partnering with this team has significantly improved our deal sourcing efficiency. Their timely insights and robust market analysis have empowered us to make faster, more confident investment decisions.”

Managing Director, Mid-Market PE Firm

“Their research support has freed up our internal bandwidth, allowing us to focus more on value creation. From DDQs to investor presentations, the quality and turnaround have been consistently outstanding.”

Vice President, Small Investment Firm

“A highly dependable extension of our team. Their ability to synthesize data into strategic insights and deliver polished presentations has elevated our client engagement and decision-making process.”

Founder, Growth Equity Fund