Investment companies
Deal support, portfolio analysis and transaction advisory for investment companies allocating capital across projects and businesses.
Investors & capital providers
The challenge
Investment companies need repeatable processes for screening, valuing and completing transactions — especially when opportunities span sectors and development stages.
Overview
How Perfomex works with investment companies
Investment companies evaluating East African opportunities face fragmented information, uneven sponsor readiness and assets that do not always fit neat private-equity templates.
Perfomex supports investment companies with opportunity assessment, valuation, diligence coordination and transaction support across project and corporate mandates.
We act as an extension of your investment process: bringing project-to-capital perspective where traditional corporate finance analysis alone is insufficient.
How we help
What we bring to the mandate
- Support pipeline screening and investment thesis testing
- Deliver independent valuations and returns analysis
- Coordinate financial and commercial diligence workstreams
- Advise on transaction structure and negotiation inputs
- Assess portfolio companies or assets for follow-on capital
Typical engagements
Where work usually starts
- Buy-side advisory on a platform or project acquisition
- Independent valuation for investment committee materials
- Commercial diligence on market and revenue assumptions
- Exit or refinancing preparation for a portfolio asset
Related services
Capabilities we often deploy
Related sectors
Where this work often sits
Related clients
Others in investors & capital providers
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Private investors
Independent screening, valuation and diligence support for individuals and informal investor groups evaluating opportunities.
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Family offices
Discreet, decision-ready advisory for family offices evaluating projects, businesses and co-investment opportunities.
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Infrastructure investors
Project evaluation, bankability and transaction support for investors targeting energy, water, transport and related infrastructure.
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Financial institutions
Independent project and transaction analysis that supports credit, investment and structuring decisions.
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Development finance institutions
Investment readiness, diligence and structuring support aligned to DFI standards for development-oriented capital.