Service catalog

Every service your deal needs, under one bench.

Execution support across both sides of the table. Sector research, CIM drafting, IC memos, diligence, close — one bench. Engage us for a specific output or a coordinated workstream, with agreed responsibilities and review points.

5 Deal stages
40+ Services
Sell · Buy Both sides
Yajur deliverable range — CIM, Teaser, Model, QoE, IC Memo, Target List, CBR
What we do

Start with the work your mandate needs.

Deal preparation

Organize the business story and supporting information before approaching the market. Financial analysis, operating models, industry research and deal materials.

Explore more →

Deal marketing materials

Translate the opportunity into a clear transaction package: teaser, Confidential Information Memorandum (CIM), management presentation, financial model, deal analysis, valuation opinion and buyer list. Choose conventional documents, SMART formats or both.

Explore more →

Buyer and market research

Develop company profiles, buyer universes and industry context, with sources, assumptions and relevance to the mandate made clear.

Explore more →

Diligence and transaction support

Prepare supporting schedules, organize information requests and develop analytical responses with the advisor and relevant specialists.

Explore more →

Flexible analytical support

Add capacity for defined research assignments, financial schedules, presentation updates or other agreed deal-related work.

Explore more →
Deal lifecycle

Five stages. Both sides. Every deliverable.

Choose sell-side or buy-side, then a stage to see the relevant support. Linked deliverables open their service or format details.

01
Stage 01

Deal Origination

Win the mandate. Frame the deal. Build the buyer universe.

18 deliverables in this stage

Research and intelligence; buyer identification; financial modeling, comparable analysis and investment thesis support. Choose a stage to explore, or browse execution needs.

Quality of earnings

Evidence the earnings before the other side tests them.

Adjusted EBITDA drives valuation, underwriting, and returns. Yajur rebuilds it from source records, tests every adjustment, and surfaces unsupported items before they become deal friction.

One coherent financial story.

Revenue, margin, working capital, cash, and EBITDA are analysed together. Every add-back carries a rationale and a source trail.

Pre-market readiness

Light QoE

Prepare the seller's numbers before a buyer or lender begins its own work.

  • Adjusted EBITDA bridge and add-back support
  • Revenue, customer, and margin trends
  • Working-capital and ageing review
  • Debt-like items and open-issues pack
Comprehensive diligence

Detailed QoE

Pressure-test earnings for sponsor, lender, and investment-banker scrutiny.

  • Source-document and transaction-level testing
  • Proof of cash and tax-return reconciliation
  • Revenue quality, cohorts, churn, and price-volume-mix
  • NWC peg, debt-like items, and findings defence
Lender-engaged scope

SBA Appendix 15 QoE

A lender-specific workstream built around documented independence and evidence.

  • Independence and conflict check at intake
  • Four-source normalization and proof of cash
  • Revenue quality, add-backs, and debt-like items
  • Excel databook and CPA sign-off partner where required
01
Data intakeFinancial statements, trial balance, and supporting schedules.
02
Analytical reviewDatabook, trends, anomalies, and adjustment testing.
03
Management enquiryEvidence requests, explanations, and unresolved-item tracking.
04
Final deliveryConclusion-led report plus a complete Excel databook.

A Quality of Earnings is financial due diligence, not an audit, review, compilation, or attestation, and provides no assurance opinion. Yajur Knowledge Solutions is not a licensed CPA firm. A seller- or advisor-commissioned readiness review does not replace a lender-engaged SBA report.

Discuss a QoE mandate
Capability lens

The competencies behind every deliverable.

Explore the capabilities behind a sell-side or buy-side mandate. Each is available as a defined assignment or part of a broader workstream.

Both sides
R

Research & Intelligence

Sector · peer · macro · competitive16
View services
Sector & industry researchIndustry overviews & sector reportsMacroeconomic researchCompetitive landscapeMarket mapping & landscapeTrading & precedent compsPeer mapping & benchmarkingExpert interviewsCompany profiles (short & long)Investment thesis developmentSector valuationIndustry dashboardsDesktop researchEconomic researchMarket intelligence packsMarket entry strategy
Both sides
M

Modeling & Valuation

3-stmt · LBO · DCF · returns12
View services
3-statement operating modelFinancial projectionsLBO & returns analysisDCF valuationWaterfall models with returnsFund & roll-up modelsPublic comps valuationPrecedent transaction compsValuation opinionPurchase Price Allocation (PPA)Sensitivity & scenario analysisEBITDA normalization
Sell-heavy
P

Pitch & Marketing Materials

CIM · Teaser · Pitchbook · IC deck10
View services
Confidential Information Memorandum (CIM)Teaser / executive summaryPitchbookManagement presentationDatabooksIOI summariesPitchbook / storyboard designCase studiesIC deck creationMemo / teaser analysis
Both sides
O

Outreach & CRM

Lists · CRM · automation · AI crawler10
View services
Target / buyer list (creation & enrichment)Investor / buyer shortlist enrichmentCurated buyer listsContact verification & searchEmail outreach & cold-callingCRM setup & maintenanceMarketing automationAI-powered web crawlerPipeline & response trackingProcess logs
Both sides
D

Due Diligence

QoE · FDD · CDD · technical · legal15
View services
Light QoE / pre-market readinessDetailed QoESBA Appendix 15 QoE supportAdjusted EBITDA bridgeRevenue and margin qualityWorking capital and debt-like itemsFinancial DDCommercial / industry DDTechnical reviewLegal reviewHR reviewSensitivity analysisChurn-rate analysisPerformance analysisSynergy & cost-out modeling
Buy-side
X

Portfolio & Exit Support

KPI · LP reporting · exits · returns12
View services
Portfolio management supportPerformance & KPI trackingPeer comparisonsValuation updates & carrying valuePortfolio company valuationFinancial & commercial benchmarkingFund fact sheetsVariance analysisLP & periodic reportingClosing insights & reportingBuyer identification (exit)Return modeling & managed exits
Conventional or SMART

Choose the format that fits the work.

A model, report or deal narrative can remain a conventional file or become a SMART Deliverable where interactivity helps the reader. We agree the format around the audience, confidentiality requirements and intended use.

Engagement shapes

However you want to embed Yajur — we will fit in.

Project, recurring bench or named analyst support. Agree the shape around the work and review cadence.

Project

One deliverable.

CIM, model, target list, IC memo, SMART dashboard or industry brief. Scoped, shipped, signed off.

Recurring bench

Several mandates.

Agreed capacity across active work, coordinated through one Yajur contact.

Named analyst

Aligned support.

A named analyst works within your agreed systems and review cadence.

Project extension

Additional workstream.

Add a defined research, modeling or presentation workstream to an active mandate.

Not sure which service to start with?

Share the type of support you need and your preferred timeline. We will discuss scope and the appropriate way to share materials. Please keep confidential deal information out of a general inquiry.