Investment Ark provides advanced research and financial analysis solutions tailored to private equity firms, venture capital funds, family offices, and other investors. Our ex–Big 4 professionals, former investment bankers, and CFAs deliver Wall Street-level valuations, scenario modeling, and industry research, flexibly supporting diverse investment needs. Our integrated approach combines rigorous quantitative analysis—including detailed valuations and bottom-up financial modeling—with qualitative assessments of management strength, scalability, operational efficiency, and market alignment.
Financial Due Diligence
Investment Ark conducts rigorous financial due diligence, validating key assumptions and uncovering critical risks before capital commitment. Our team evaluates historical financials, cash flow dynamics, and core business drivers to confirm reported performance aligns with underlying realities.
Utilizing methodologies trusted by leading venture capital and private equity firms, we assess revenue sustainability, expense management, and overall financial health. Our analyses provide robust insights to support your internal evaluation process.
Our financial due diligence equips you with detailed, accurate, and granular insights—empowering effective negotiations, optimal deal structuring, and strategic adjustments when needed.
Deal Modeling and Valuation
Our CFAs and PE experts construct detailed, bottom-up financial models for each potential investment. We incorporate relevant market benchmarks and run robust sensitivity and scenario analyses to illuminate every deal’s risk-reward profile. These dynamic models provide the clarity you need to make confident, data-driven investment decisions.
Depending on the company’s industry and stage, we apply the most appropriate valuation methods (e.g. DCF, public comparables, precedent transactions) to arrive at a sound equity estimate. Our best-in-class modeling and valuation services enable you to compare multiple investment options, project short- and long-term returns, and determine how each opportunity aligns with your goals.
Term Sheet Structuring
Have you seen a promising investment falter due to poorly structured deal terms? How do you navigate situations when unexpected term changes arise during negotiations?
Whether you’re refining an existing term sheet or preparing a new one, our experienced investment professionals and venture experts support you with strategic insights and analysis to strengthen your negotiating position. We help you clearly structure terms, align proposals with industry best practices, and protect your interests—making your deal process smoother and more efficient.
DD on Blockchain and Alternative Assets
Alternative investments offer attractive opportunities but require specialized expertise for accurate evaluation. Our experienced team provides detailed financial due diligence tailored specifically to these assets.
Investment Ark’s CFA-qualified analysts and ex-investment bankers deliver rigorous valuations, bottom-up financial models, and thorough risk assessments across real estate, commodities, blockchain, and emerging sectors—ensuring clarity for your alternative investment evaluations.
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Investment Ark provides targeted deal sourcing support aligned specifically with your investment goals and criteria. We've assisted over 150 investors globally—including private equity firms, VCs, family offices, and angel investors—in accessing attractive, carefully vetted investment opportunities.
Our Forbes-featured team of former investment bankers and venture capitalists, and experienced corporate finance and research analysts, has exclusive deal-sourcing access across multiple industries that enables us to provide you with three times greater deal flow.
Utilizing key partnerships with intermediaries, as well as the work of in-house deal scouts, we are able to quickly present the best deals to our partners.
We understand the complexity of analyzing numerous investment opportunities and determining which to pursue. Recognizing that many deals don’t align with your specific criteria, we carefully screen opportunities to present you with only the most relevant and high-quality investments—including alternative assets you might otherwise overlook.
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Investment Ark provides comprehensive buy- and sell-side analytical support for M&A transactions to private equity firms, venture capital funds, investment banks, family offices, and late-stage companies. Our services include rigorous LBO modeling, valuation analyses (DCF, comparables, precedent transactions), synergy modeling, accretion/dilution analysis, and sensitivity analysis.
We support the full M&A lifecycle—from deal structuring and financial due diligence to pro-forma modeling and post-merger integration—enabling strategic, informed decision-making across each transaction stage.
As Featured In
Investment Ark is an unparalleled solution for businesses seeking capital or investors seeking investment opportunities.
A premier provider of Fractional CFO and Outsourced Financial Analyst services.
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An exceptional platform designed to assist startups and SMBs in building world-class partnerships with investors.
Go-to solution for early and growth stage startups across the planet.
An agency that ensures a win-win outcome for both startups and investors.
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Benefits
Increased Deal Flow
Our clients see three times more investment opportunities than the industry average.
Reduced Due Diligence Costs
Our clients spend up to 60% less on due diligence compared to traditional providers.
Accelerated Due Diligence Process
Our clients complete the due diligence process up to 2x faster than market standards.
How it Works
We Understand Your Unique Investment Criteria.
We begin by carefully assessing your specific financial objectives and investment criteria to clearly understand your needs. We leverage our specialized outsourced investment analysis team and exclusive deal-sourcing capabilities to present relevant opportunities tailored to your stated requirements.
We Perform Rigorous Financial Due Diligence for You.
Our experienced analysts design and execute a customized financial due diligence process tailored specifically to your requirements, whether you're a venture capital firm, private equity investor, real estate fund, or institutional investor. We conduct detailed financial modeling, valuations, and thorough analyses to provide clarity and depth to your investment evaluation.
We Manage the Analytical Heavy Lifting.
Our outsourced financial analyst team ensures you have comprehensive analytical support without spending hours reviewing complex details—we handle everything from term sheet analysis and financial modeling to last-minute negotiations and meetings, supporting you until the deal is finalized.
Trusted by
The investment Ark team successfully completed the project; they are professionals who deliver on a very tight timeline outside core hours for the urgent task.
Investment Ark team did it great! Very strong technically and excellent in communication - 10/10.
IA Team is great to work with. They are proactive in getting input before starting on the project, responsive, and quick to understand requirements. Delivered on time. After the initial delivery, they were able to quickly make the requested revisions.
Really smooth collaboration, quick amendments, frequent status updates, professional approach. Definitely recommend!
Thanks again for the slides; they look wonderful! Great result!
They were efficient and precise with a fairly complex model simplification.
Best experience! Will definitely be working with Investment Ark again!
Delivered the job well with the right information & reasoning. Went back & forth a couple of times with revision and all change request was done & delivered well. Will deal again in the future!"
They understood what I was looking for and were able to deliver quickly and follow up—highly recommended!
A great job done as per schedule with excellent guidance and insights.
Delivered the agreed model. They were very quick to pick up on the changes requested and reverted back quickly. The financial modelling skills are strong. Good at communicating. They are good at understanding the requirements at the granular level and are able to foresee any issues in advance. Overall very happy with the work. Will definitely rehire them for future contracts!
Absolutely amazing experience working with the team of Investment Ark experts. Their diligence, expertise, timing, responsiveness, and proactive guidance were invaluable for our project. We are certainly going to continue working with them on an ongoing basis and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations.
Investment Ark team have been absolute rockstars to work with. Our previous consultant messed up, and Investment Ark consultants were quick to pick up the task and instantly understood what was needed. They take the job very seriously and ensure proper research is done on any number they are going through. They wouldn't stop working until 100% satisfaction from our side. We'll definitely work with them again!
Giorgi and his team at Investment Ark are very professional in their approach. This was a complex project that required a significant amount of research and effort to meet the demands of the client. They went above and beyond to satisfy these needs, and produced a final outcome that was of a very high standard. I do intend to work with this team again and would recommend them to others.
It is easy to see how incredible the Investment Ark team is at what it does. What they provided me went beyond my expectations, and I am very grateful to have worked with them. Having been through over a year of speaking to M&A Brokers, VC Firms, and other individuals who are all "experts" in the valuation of companies, the Investment Ark team stands apart from the rest by a mile. Highly recommended.
I had a great experience working with Investment Ark; they are knowledgeable and bring up some good points that sharpened our business model. I will be happy to work with them again in the future.
Great working with Investment Ark Team; Experts in their field. Very friendly and, most importantly, punctual delivery. Highly recommended.
Investment Ark team members are an absolute pleasure to work with. They know how to put their client's needs first and are flexible regarding minor amendments along the way. We had hired Investment Ark for an urgent assignment of a substantial size, and they definitely did not disappoint. They work fast and diligently and deliver on the agreed deadlines. Our greatest recommendations to Them! Thanks for your outstanding work!
Investment Ark consultants work fast and are very pleasant. They are not afraid to try new things and keep deadlines.
The team at Investment Ark is exceptional! They constructed a detailed CFM for our underperforming asset, helping us explore the best strategic options for improvement. We certainly will be back for deliverables like this in the future.
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Our Team
Meet our Forbes-featured team of Stanford MBA, ex-Big 4 professionals, CFAs, corporate analysts, VCs, IBs, and award-winning designers—all dedicated to achieving your goals.
Stanford MBA graduate and Forbes 30 Under 30 honoree, David brings his expertise in financial strategy and venture growth to Investment Ark. As co-founder, he focuses on reshaping how startups and investors connect, driving innovative fundraising solutions and fostering meaningful partnerships in the investment space.
With a history of strategic roles in financial analysis and corporate banking at prominent banks, Lasha brings a wealth of expertise to Investment Ark. As Chief Investment Strategist, he drives the company's M&A strategies with precision and an unmatched understanding of financial landscapes. His depth of knowledge is enriched by his ongoing pursuit of the Level 2 CFA Program.
FMVA-certified, Nikoloz brings his extensive experience from KPMG, TBC, and Foresight Investment Group to Investment Ark. With a strong background in financial modeling and investment analysis, he provides strategic insights and effective financial structuring, driving client success.
A seasoned private equity and venture capital expert, Giorgi leads Investment Ark's fundraising and due diligence efforts. With a meticulous approach to capital markets, he guides clients in securing funding and making informed investment decisions, leveraging his deep expertise and strategic insights to drive success.
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Former capital market supervisor at the National Bank of Georgia and seasoned corporate banker, Keta brings a wealth of expertise to Investment Ark. In her role, she leverages her comprehensive financial knowledge and research acumen to devise robust investment strategies, making her an invaluable asset for clients navigating complex financial landscapes.
A senior-level graphic designer, Mariam brings extensive experience working with global brands, as well as LeavingStone, which created the designs of over 150 international festival winners, including Cannes Lions, Webby, Eurobest, London International Awards, and ADC*Europe, to name just a few.
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