Haanuwise is a leading provider of research, data analytics, and tech-driven solutions for corporates and clients in the financial services sector, including asset managers, hedge funds, private equity, family offices, and venture capital firms. Our mission is to help solve complex business problems through customization, innovation, and subject matter expertise.
One of our core competencies lies in "Investment Research," where we provide comprehensive support in several areas:
- Equity Research: Coverage Initiation, Model Portfolios, Stock Ideation, and Validation
- Financial Shenanigans Check: Scrutinizing financial statements for manipulations, irregularities, or misleading practices, including revenue recognition manipulation, expense capitalization, off-balance sheet financing, and aggressive accounting policies.
- Financial Modelling and Rapid Research
- Valuation and Transaction Advisory
Haanuwise specializes in undertaking crucial, yet time-consuming and resource-intensive tasks of desktop research and analysis. This allows our clients to free up their internal resources for more client-centric and profit-generating activities. Some of our bespoke research projects include:
- Research Support for a Global Asset Manager: We supported a global asset manager with USD 100 million in AUM across fund strategies by deploying a dedicated team of analysts. Our assistance included multi-fund deal coverage, quarterly fund performance monitoring, portfolio evaluation, fund screening, reporting credit covenants, and deal evaluation. This enabled the client to reallocate internal resources towards strategic planning, leveraging Haanuwise's expertise to optimize their operational efficiency and decision-making processes.
- Portfolio Monitoring for a UK-based Global PE Firm: A UK-based Private Equity Firm, having acquired several lending platforms from an asset management company, faced a significant increase in portfolio monitoring workflow. We established a specialized team of three full-time employees to support the client by developing and maintaining financial models of portfolio companies, analyzing financial statements, and conducting covenant testing. This allowed the client to analyze over 100 financial models in a short time.
- Consumer Goods Corporate Support: We assisted a leading UK-based packaged food company looking for business expansion opportunities for its newly launched brand of instant noodles. Haanuwise identified competition in the product category and established the value chain across distributors, brands, and organized retailers. Additionally, several consumer surveys were conducted for market assessment, identifying growth potential and consumer consumption behavior. Over 300 hours of work were delivered, contributing to a 25% time saving for the client.
Through these projects, Haanuwise has demonstrated its capability to provide significant value to clients, allowing them to focus on their core activities and strategic goals.