Outsourced Investment Analyst
Zerba & Co provides outsourced investment analyst support for investors, search funds, family offices, independent sponsors, founders, and small investment teams.
We help clients screen opportunities, analyze companies, build financial models, prepare investment memos, review risks, and make clearer investment decisions.
Ways to work with us
Start with a focused investment analysis project or work with us through ongoing analyst support, depending on your deal flow and internal capacity.
Investment Analysis Project
Best for investors, founders, or acquisition teams that need support on a specific company, opportunity, transaction, or investment decision.
We help analyze the business, financials, market position, valuation, risks, and key questions that should be addressed before moving forward.
Investment analysis projects are scoped based on company complexity, available information, review depth, and timeline, with typical ranges between $500 and $5,000.
Depending on the scope, we can provide:
equity research
company analysis
market and industry research
financial statement review
valuation support
investment memo
risk analysis
competitor review
management questions
deal summary
recommendation notes
Monthly Analyst Support
Best for search funds, family offices, independent sponsors, and small investment teams that need regular analyst-level support without hiring a full-time analyst.
We provide recurring support across screening, modeling, valuation, research, memo preparation, due diligence, and investment decision support.
Monthly analyst retainers are scoped based on workload, turnaround needs, and support level, with typical ranges between $1,000 and $7,500 per month.
Depending on your needs, we can support:
equity research
target screening
investment memos
financial models
valuation analysis
market research
due diligence preparation
deal pipeline review
company profiles
competitor benchmarking
investor presentation support
Need analyst-level support for your next investment decision?
If you are reviewing an acquisition, screening investment opportunities, preparing a memo, or managing deal flow, Zerba & Co can provide flexible investment analyst support without the cost of a full-time hire.