What is Investment Analysis?

Investment Analysis maps the landscape of funded competitors, investment trends for a specific product or portfolio by analyzing funding activity, deal structures and investor sentiment within a target industry.

At Roots Analysis, investment analysis projects are built around the following pillars:

Competitor Funding & Investor Mapping: Tracking active investors, funding rounds, deal valuations and capital allocation patterns across geographies to identify key trends. Assessing market drivers using both aggregated (industry-level) and deal-level data.
Deal Intelligence & Risk Assessment: Evaluating key investment criteria, such as investor patterns, preferred stage of investment, industry focus and deal-breaker risks to ensure the likelihood of obtaining funds and strategize portfolio development accordingly.
Investor Exit & Valuation Forecasting: Mapping historical investor exit patterns to provide early warning signals for potential back-outs. Forecasting the market opportunity associated with the industry to deliver key growth trends and form a strong pitch for fund aggregation.

Our proprietary intelligence suite also enables investment portfolio managers to strategize and strengthen deal sourcing, de-risk acquisitions and optimize portfolio allocation before capital commitments are finalized.

Roots Analysis Investment Analysis
Suite

Real-time Competitor
Funding Tracking

Monitoring ongoing and planned fundraising activities by competitors using simple alerts, providing deep-dive analytics into the financial health and strategic direction of your rivals

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Deal Structure
Analysis

Comparing investment criteria, deal structures, investor preferences and portfolio composition across funds to highlight operational best practices

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Valuation Benchmarking &
Exit Scenario Modeling

Using historical exit data and current market conditions to project investor backouts, likely acquisitions and potential timing for the same

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Investor
Scouting

Identifying high priority investors with a proven track record in your specific industry; our approach maps the current interests of top-tier firms to find alignment with your business's core mission

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Strategic Problem-Solving
Framework

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Accelerate your advantage with our results-driven competitive intelligence roadmap. We tailor every phase to your unique goals, combining rapid analysis with actionable recommendations so you can see measurable business impact in just a matter of weeks.