FINANCE EXPERTISE FOR AI, INVESTMENT, AND TRANSACTION WORKFLOWS
If everyone in my life were as focused and responsive as they are, life would be much more relaxing. Enjoy working with them. Look forward to working with Ledian and his team again and highly recommend them. This is my second contract with this team; I’ve already put forth a third one.
- Francis Kavanaugh (Fort Ashford Fund)
The team performed extremely well in their equity analyst role. They have a deep understanding of accounting, which they applied to financial analysis. They're reliable, thorough, and professional. The team took a lot of initiative and gave good feedback about how to improve our processes. They are a pleasure to work with. Can't recommend them enough.
- Michael Dean (Private Investor)
Ledian Zerba and his team demonstrated exceptional expertise in AI annotations and reviewing others' work. Their deep understanding of financial statements, including 10-Ks and 10-Qs, earnings, and research was evident throughout the project. They produced high-quality, comprehensive research reports that were critical for training our LLM-based AI models. Their work was precise, insightful, and consistently met our high standards. They also served as annotation reviewers, helping check the quality of work from other annotators. They had an excellent turnaround time as well. Highly recommended for any AI, finance, or research-intensive projects.
- Ashwin Paranjape (Samaya)
Very responsive and great to work with!
- Neer Jain (Playgent)
WHAT OUR CLIENTS SAY ABOUT US
SOME OF THE CLIENTS WE HAVE HELPED
Management-Led Buyout (LBO) Support – ATM Business
Selected Projects
Problem: The general manager sought to execute a management-led buyout (LBO) and needed end-to-end support across financial modeling, due diligence, financing, and transaction execution.
Action: Prepared and normalized historical financials; built an integrated LBO model and transaction materials; coordinated commercial and financial due diligence; managed lender and investor outreach to secure acquisition financing; screened potential add-on targets; and delivered a post-close value creation plan to improve performance.
Result: Successfully closed the acquisition and secured a competitive financing package, with a clear roadmap for post-acquisition operational improvements.
Shareholder-Led Due Diligence & Governance Review of a REIT
Problem: A major shareholder engaged our team to assess management effectiveness, operational execution, and corporate governance, and to identify potential issues or inconsistencies relevant to shareholder oversight.
Action: Performed a structured due diligence review covering financial performance, disclosures, capital allocation, related-party considerations, and management decision-making. Benchmarked key KPIs against peers, reviewed public filings and communications for consistency, and produced a board-ready report summarizing findings, risks, and recommended actions.
Result: Delivered a clear, evidence-based report that informed board-level discussions and supported a decision to implement a management change.
Finance Support for Training AI Agents in Financial Modeling & Valuation
Problem: The client needed expert input to train AI systems to produce accurate financial models and valuation outputs aligned with standard investment banking and corporate finance practices.
Action: Built and validated model templates (3-statement, DCF, comps); created training data and step-by-step modeling logic; defined QA checks (assumption integrity, balance sheet balancing, cash flow reconciliation, scenario/sensitivity correctness); reviewed outputs for technical accuracy; and guided iterative improvements with the product/engineering teams.
Result: Improved accuracy and usability of model outputs, reducing rework during review and enabling faster creation of finance-ready models for downstream analysis.