BTM Financial

Real Estate Companies

Combine real-estate expertise with Data/ETL, workflow automation, APIs, Cloud and AI-assisted document processing.

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

Support institutional investors with research, portfolio analytics, governed Data, Cloud platforms and AI/ML decision support.

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.