Clients and Services Provided
Explore how Indago Research delivers transformative insights for clients across industries.
M&A Advisors and Investment Banks
Middle market deals often come with tight timelines, limited data, and lean teams. We understand how demanding it is to balance deal execution with sourcing and client management. Indago supports bankers by accelerating financial analysis, research, and documentation, freeing up capacity to focus on negotiations and client relationships.
Over 50%
10+
1000+
10+
States in the U.S. and 5 countries worldwide represent our client presence.
Our Offerings
Fast-Track Modeling:
Clean, investor-ready financial models built from fragmented, middle market data.
CIM & Teaser Creation:
Polished marketing materials crafted to position complex businesses effectively.
Management Decks:
Founder narratives translated into clear, compelling investor presentations
Market Mapping:
Detailed mapping of fragmented sectors to uncover proprietary sourcing opportunities.
Benchmarking Niche Comps:
Relevant public and private comps identified for specialized industries.
Diligence Q&A Support:
Anticipated buyer questions addressed with sharp, data-driven responses.
Buyer List Generation:
Curated lists of strategic and financial buyers aligned to each opportunity.
Targeted Outreach:
Sourcing niche, high-relevance contacts to support targeted outreach efforts aimed at engaging the right investors.
Independent sponsors and middle market investors frequently operate with constrained resources and limited access to institutional infrastructure. Indago acts as an extension of the deal team, helping source targets, conduct deep due diligence, and build conviction in deals where public comps and clean financials are hard to come by.
Independent Sponsors & Private Equity Firms
1 in 2
U.S
Offer a trusted
experience used by
half of U.S. adults
7%
conversion
Increase sign-ups by
up to 25% with easy
onboarding
1 in 2
U.S
Offer a trusted
experience used by
half of U.S. adults
7%
conversion
Increase sign-ups by
up to 25% with easy
onboarding
Our Offerings
Target Screening:
Focused identification of companies aligned with your investment thesis and deal criteria.
Valuation Insights:
Building robust three-statement financial models, DCFs, and complex LBOs designed to deliver clear financial and valuation perspectives.
Add-On Mapping:
Strategic identification and profiling of bolt-on acquisition opportunities.
Post-Close Dashboards:
Custom KPI tracking tools to monitor portfolio performance after acquisition.
Founder Diligence Prep:
Structured frameworks and key questions for effective founder and management discussions.
Lender Materials:
Concise, data-backed materials designed to support debt raise process.
Competitive Benchmarking:
Side-by-side comparisons of pricing, team structure, growth levers, and positioning.
LP Presentation Support:
Visually polished and data-driven pitch materials tailored for institutional investors.
Consultant Firms
Advising middle market clients comes with its own complexity—data is inconsistent, systems are often outdated, and decisions need to be made quickly. Indago strengthens consulting engagements by delivering clean, actionable insights built on deep data work, tailored research, and industry-specific context. We help consultants bring credibility and structure to environments that lack both, allowing for more impactful client buy-in.
1 in 2
U.S
Offer a trusted
experience used by
half of U.S. adults
7%
conversion
Increase sign-ups by
up to 25% with easy
onboarding
1 in 2
U.S
Offer a trusted
experience used by
half of U.S. adults
7%
conversion
Increase sign-ups by
up to 25% with easy
onboarding
Our Offerings
Market Sizing:
Quantifies opportunity in niche or fragmented sectors using structured analysis.
Research Support:
Delivers targeted research and insights to inform strategic and impactful decisions.
Segment Analysis:
Breaks down business performance by product, customer, or region for sharper insights.
KPI Dashboards :
Builds interactive dashboards to track operational and strategic metrics
Model Validation:
Enhances client financial models with clean inputs and logical structuring.
Data Structuring:
Transforms raw, inconsistent datasets into usable formats for analysis.
Vendor Spend:
Highlights cost-saving and consolidation opportunities across vendor relationships.
Industry Mapping:
Provides competitive and market landscape views to support positioning.
Middle market companies and high-growth businesses often lack the internal capacity to conduct in-depth financial and market analysis. At the same time, leadership teams are making critical decisions around funding, expansion, and business model refinement. Indago helps bridge that gap by delivering clear, data-backed insights that support planning, capital raising, and strategic direction.
Start-ups and Corporates
1 in 2
U.S
Offer a trusted
experience used by
half of U.S. adults
7%
conversion
Increase sign-ups by
up to 25% with easy
onboarding
1 in 2
U.S
Offer a trusted
experience used by
half of U.S. adults
7%
conversion
Increase sign-ups by
up to 25% with easy
onboarding
Our Offerings
Business Model Review:
Assessment of unit economics, scalability, and long-term strategic alignment.
Investor-Ready Models:
Structured, easy-to-update financial models built for external stakeholders.
Pitch Deck Review:
Clear, compelling storytelling and visual alignment for fundraising presentations.
Scenario Modeling:
Forward-looking models to evaluate growth plans, cash runway, and contingency paths.
Capital Structure Planning:
Visual breakdowns of equity, dilution, and ownership across funding rounds.
KPI Dashboards:
Custom-built tracking tools for internal performance and investor reporting.
Funding Strategy Support:
Insight-driven narratives and materials tailored for capital raise conversations.
Investor Q&A Prep:
Concise, data-supported answers to common investor questions and challenges.
Get in Touch
- +1 (206) 701-0694
- USA Office: 9030 35th Avenue SW Suite 100 Seattle, Washington 98126
- India Office: RMZ Latitude Commercial, 10th floor, Bellary Road, Hebbal, Bengaluru, KA 560024
- Email: madhu@indago-research.com
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