Asset managers and brokerage research desks use Perusal to expand research capacity without adding permanent headcount. Our work is integrated into the client’s existing workflow and delivered to institutional buy-side and sell-side standards. For brokerage clients, research is prepared for publication under the client’s brand. For asset managers, the analysis supports internal investment decisions, portfolio monitoring and coverage expansion.
Asset managers and brokerage research desks use Perusal to expand research capacity without adding permanent headcount. Our work is integrated into the client’s existing workflow and delivered to institutional buy-side and sell-side standards. For brokerage clients, research is prepared for publication under the client’s brand. For asset managers, the analysis supports internal investment decisions, portfolio monitoring and coverage expansion.
For teams entering new sectors, geographies or market-cap segments, we provide the domain expertise required to build initiating coverage, earnings models and sector research from the ground up. For established coverage universes, we support earnings-cycle maintenance, model updates and event-driven research when speed and continuity matter. The work remains embedded within the client’s research and compliance processes, with the client retaining full ownership of the publication, investment view and institutional relationship.
Good coverage does not end with initiation. Its value depends on how quickly the thesis, model and valuation respond when the facts change.
Institutional-standard initiation reports combining company and industry analysis, investment thesis development, earnings assessment and valuation supported by integrated financial models, DCF analysis and peer benchmarking. Reports are prepared to the client's methodology and publication format and can be delivered under the client's brand.
Quarterly model updates, earnings previews, results analysis, earnings-call summaries, management guidance tracking and recommendation-change support. Coverage is maintained around the client's publication calendar and earnings cycle.
Rapid analysis of M&A announcements, spin-offs, restructurings, capital raises, management changes and other material events. Work can include accretion/dilution analysis, sum-of-the-parts valuation, transaction modeling and scenario assessment.
Ongoing research support for active holdings, including valuation updates, performance attribution, NAV and factsheet inputs, pre-earnings research and event-based analysis. For private holdings, the engagement may also include management and board meeting support.
Pre-listing financial models and coverage builds for companies approaching public markets. Integrated three-statement models are structured for ongoing maintenance after listing and aligned with the requirements of institutional research users.
Sector and thematic research designed to support coverage management, stock selection and asset allocation. Primary and secondary research are combined to assess structural trends, competitive dynamics, regulatory developments and macroeconomic linkages.
Expanding into a new sector or geography requires more than financial modeling capability. It requires an understanding of the operational metrics, competitive structure and regulatory factors that determine how companies in that sector should be analysed and valued. Perusal combines that sector context with institutional research execution across public and private markets.
Biopharma initiating coverage, clinical pipeline benchmarking, mechanism-of-action assessment, standard-of-care positioning, real-world evidence monitoring and probability-adjusted asset valuation.
LNG and gas market research, petrochemical margin analysis, energy-transition asset valuation, CCS economics, commodity-linked earnings analysis and regulatory monitoring.
Renewable energy coverage, green hydrogen economics, voluntary carbon market intelligence, project valuation and policy-driven market analysis.
Enterprise SaaS research, AI and automation competitive intelligence, embedded finance, RegTech and FinTech coverage, digital business models and technology-sector valuation.
Sector-specific initiating coverage and ongoing research across OEMs, industrial businesses, consumer companies and logistics operators in the US, GCC, India and other markets.
The first conversation is about the decision you are facing: the deal, the raise, the coverage mandate, the strategic pivot. Tell us what you need and we will tell you precisely how we approach it.
