Financial Partner for Investors (Direct Investments) - ИКRA пространство привилегий ИКRA пространство привилегий Financial Partner for Investors (Direct Investments) - ИКRA пространство привилегий
Back Darya Shchegoleva

Financial Partner for Investors (Direct Investments)

Individual investor support

Full control over the performance of your direct investment portfolio — through numbers and managed reporting

As an IR consultant, I build transparent communication between the investor and their assets: I structure reporting,
ensure access to key information, participate in negotiations, and represent the investor’s interests at meetings and board of directors sessions.

I work personally and confidentially — as a board-level partner.

The Approach

I help investors make strategic decisions through financial metrics, analytics, and deep business understanding.
I bring order to the portfolio: from analyzing new projects to managing existing assets.

The result is a clear picture of each asset: what’s happening, which risks are growing,
where decisions are needed, and what the actual returns look like.

Pre-investment Analysis

  • Analysis of management reports, key metrics, and multiples
  • Assessment of industry, macro context, and financial performance
  • Review of business model and founder reputation
  • Business valuation
  • Risk map and mitigation measures
  • Participation in meetings and project presentations
  • Participation in due diligence
  • Building and validating financial models

Post-investment Support

  • Regular reporting on each asset
  • Monitoring financial metrics and trends
  • Participation in board meetings and key discussions
  • Analytics and red flag monitoring
  • Recommendations on follow-on investment or exit
  • Assessment of investment returns and scenarios
  • Identifying problem areas and action planning

Investor Relations (IR)

  • Representing investor interests at meetings, events, and board sessions
  • Building communications with the teams of managed businesses
  • Preparing and presenting reports to the investor
  • Maintaining a unified reporting framework for the portfolio (direct investments)

You gain control and clarity — without having to dive into operational routine.

Results for the Investor

Understanding how much each business generates
Transparent portfolio analytics
Decision-making support
Time savings and confidence
Representing investor interests and overseeing execution

Work Format

long-term
personal
confidential

Pricing is discussed individually

Note: This description is for informational purposes and does not constitute individual investment advice. The work format and scope of services are defined in the agreement and depend on the portfolio structure, number of assets, and objectives.

YOUR BENEFIT
First consultation free of charge
YOUR CASHBACK
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Care Service
24/7 Support
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