Real Estate Companies

BTM Financial comprises seasoned Real Estate professionals having deep expertise in this domain with a background in Technology which enables us to provide our clients with an efficient solution.

  • Full-Service Underwriting
  • B-Piece Due Diligence
  • Lease Abstraction
  • Loan Sizing & Origination Support
  • Financial Statement Analysis
  • Argus Modelling/DCF
  • Valuation and& Scenario Analysis
  • Preliminary, operational, and commercial due diligence
  • Pipeline Management System

Institutional Investors

We work with a diverse set of clients, including pension funds, endowments and foundations, and sovereign wealth funds. BTM Financial is the leading Independent Analytics institution, providing cutting edge cross-asset services for valuation & portfolio management of various Financial Instruments. We are dedicated to helping you maximize your Investment Value.

  • The investment strategy and value creation
  • Asset Profiling/Benchmarking
  • Portfolio Performance Monitoring and Value Enhancement
  • Waterfall distribution Models
  • Acquisition Support
  • Due diligence and portfolio management
  • Support functions

Insurance Companies

BTM Financial provides bespoke Insurance Analytics Services, working alongside your team to help efficiently implement and seamlessly integrate our Techno-Analytics solutions into your existing framework.

  • Property Underwriting
  • Risk Management & Reporting
  • Actuarial Analytics
  • Data Mining & Cleansing

Hedge Funds

We are a dedicated hedge fund solutions provider, have been evaluating and analyzing for many years.

  • Analytics & Trading Support
  • Cash Flow Analysis
  • Sensitivity Analysis
  • Deal Structuring
  • Investor Management & Periodic Reporting

Private Equity & Venture Capital Firms

BTM Financial provides end to end Fund Management support to Venture Capital Funds as well as Private Equity Firms

  • Due Diligence & Data Integration
  • Software solutions for Portfolio Management
  • Investment Compliance
  • Capital Market Technology Solutions

Special Servicers

We provide tailored Collateral Management services for assets including risk management, surveillance, and reporting. We are focused on creative and efficient solutions for our partners.

  • SS Fee Projection
  • Asset Surveillance & Reporting
  • Collateral Management Solutions
  • Risk Management Support
  • Loan Analysis & Performance Management

Accounting Firms

We assist Accounting Firms with advanced Analytics of Data, Regulatory Solutions, Income statement, and statement of cash flows.

  • Financial Statement Analysis
  • Advanced Business Intelligence Solutions
  • CCAR, FRTB, BASAL Regulations and Reporting
  • Back Office Support

Asset Management Companies

In today’s complex marketplace, even sophisticated investors are challenged to stay current and to respond to rapidly changing conditions. Our customized Asset Management Software supports you in several ways which include improving operational efficiency, achieving economy of scale, and controlling running costs.

  • Asset Summary Reports
  • Developing a Strategic Asset Management Plan
  • Performance Attribution Analysis
  • Data Processing & Tabulation

Commercial and Investment Banks

BTM Financial provides comprehensive bespoke solutions to Commercial & Investment Banks combining cutting-edge Analytical Solutions with Technology.

  • Bond Analytics & Deal Structuring
  • Corporate Finance Valuation
  • Data Mining & Cleansing
  • Credit & Equity Research
  • Operating models, DCF models, LBO models, merger models.
  • Relative valuation models

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