INVESTORS IN EQUITY & QUASI-EQUITY

Two (2) key segments for this category:

1. SHAREHOLDERS who have invested in company and who are expecting a good return on investment (ROI) in terms of future dividends to be paid by the company or in terms of Capital gains from the sale of their stake at a higher price.
2. DONORS (NGOs), PUBLIC INSTITUTIONS or other MULTILATERAL INSTITUTIONS that provide grants & other financing with aim to boost some activities in specific domains/sectors

Both segments of investors are looking for improvement of key indicators related to their investment objectives.
For that they need :

• either simple tools that allow them to make an efficient assesment and monitoring of their key indicators for them to intervene at the right moment whenever necessary
• or services providers who are able to help them to perform efficiently those tasks (financial professionals who are able to produce accurate analysis reports, quickly & at a regular basis) and at affordable costs

For this category of clients FINDAP offers valuable services:

1. EFFICIENT METHODOLOGICAL APPROACH :
   • to define the key performance indicators (KPI) to be monitored and analysed depending on investment objectives
   • to identify the best & accurate sources of data to calculate their KPI.
     In most cases there should be many different sources of data to calculate a given KPI. In that kind of scenario, all potential sources that are identified are evaluated to choose the most accurate or to rank them and define level of reliability of analysis reports to be obtained form a given source.
   • to define and put into place a process to identify quickly errors and correct them before proceding to analysis and reporting and therefore avoid errenous misleading analysis reports.
   • to define and put into place efficient alerts to help the investor to take key decisions on time and avoid acting retroactively (when it is most of time too late !).
     


2. CUSTOMIZED TEMPLATES & AUTOMATED TOOLS: Templates to capture raw data to be used for analysis and reporting + Templates for reporting.
   Where and whenever necessary templates are automated to be able to collect data massively (to avoid manual errors while typing and to speed up the process to get reports & analysis in a very short amount of time).
   
   • Customized & automated tools are provided to the client if he/she wants to perform the tasks himself/herself.
   • In this case, tools maintenance is also proposed and provided to the client to make sure that they are updated and aligned with the evolution of technologies and changes that happen from time to time in data sources.


3. LINKING WITH FINANCE PROFESSIONALS: who are qualified and able to deliver a higher quality work on time and at affordable costs for the client.
   Linking clients with finance professionals is done when the client wants to outsource the analysis & reporting tasks to an external team.
   Given that finance professionals, whose client is linked to, are those who use optimized automated tools that are regularly updated, QUALITY & EFFICIENCY are guaranteed !
   Through its system that allows to work from anywhere & at anytime, FINDAP helps to address the problematic of shortage of skilled Financial Analysts
   


4. FINANCIAL ADVISORY: most of time investors do not have enough information about the companies which they have invested (or they want to invest) in.
   Or investors may also face challenges to choose among many potential target companies that have different profiles in terms of operations and/or profitability.
   Nonetheless, investors need to make quick large analysis of their potential targets to be able to take their investment decisions ain a very limited period.
   FINDAP allows them to address their needs thanks to an efficient financial advisory system