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Wall Street execution. Fractional delivery. Portfolio scale.

On-demand investment banking for PE firms and portfolio companies.
Transaction-ready materials without the overhead.

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Companies of all sizes trust us to find AI SaaS critical to their growth and innovation

The Gap Between In-House Finance and Full-Service Banks

The Reality

Portfolio companies need transaction materials for fundraising, bolt-ons, and exits. But internal teams are stretched, and investor-grade work isn't their specialty.

The Old Solution

Full-service banks work for exits, but they're overkill for everything else. Six-figure retainers. Long timelines. Junior analysts learning your business on your dime.

The FractionIB Model

Fractional, on-demand IB support that delivers institutional-grade models, valuations, and materials without the overhead or commitment.

Transaction Infrastructure for Your Portfolio

Institutional Rigor

Senior banker judgment. Wall Street-grade analysis. Deliverables built to withstand diligence.

Fractional Flexibility

Engage only when needed. Fixed-scope projects, quick turnarounds, zero long-term commitments

Portfolio Scale

Institutional-grade support that scales across companies, sectors, and stages of your portfolio lifecycle.

Who We Serve

Built for portfolio velocity

  • Private Equity Firms: Support portfolio operations and transaction readiness across your holdings.
  • PE-Backed Companies: Prepare for fundraising, add-ons, or exits with materials that close the credibility gap
Explore Solutions

Who We Serve

Built for portfolio velocity

Private Equity Firms

Support portfolio operations and transaction readiness across your holdings.

PE-Backed Companies

Prepare for fundraising, add-ons, or exits with materials that close the credibility gap

What We Deliver

What We Deliver

Transaction Prep

Integrated models, investment memos, data room prep. Everything needed before you engage advisors or investors.

Financial Modeling

3-statement models with scenario analysis. Built to institutional standards, flexible enough for investor questions.

Valuation & Analysis

Trading comps, deal comps, DCF models. Defensible methodologies for negotiations and board approvals.

Investor Materials

CIMs, management presentations, teasers. Institutional design with clear investment narratives.

See Full Solutions

How It Works

From Brief to Delivery in Days, Not Months

Step 1

Engage

We define scope and priorities in one short call. No proposals, no lag time.

Step 2

Execute

Senior bankers handle the heavy lift—building, analyzing, and refining every deliverable.

Step 3

Deliver

You receive transaction-ready outputs within days, complete with follow-through during diligence.

Learn Our Process

Ready to Get Deal Ready?

Schedule a 30-minute intro call to discuss your portfolio’s needs.

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