Selected Engagements
Anonymised examples of work delivered, summarised as challenge, approach and outcome.
Discuss a deal Engagement modelsInvestor-grade databook for a SaaS founder
Minority investment process under a compressed timeline.
Challenge
- Fragmented ledgers across entities
- No ARR or net revenue retention visibility
- Investor process already running
Approach
- Standardised trial balances across entities
- Mapped revenue streams to contract data
- Built ARR, churn and profitability schedules
Impact
- Diligence cycle compressed from four weeks to ten days
- Audit-ready databook accepted by incoming investors
Bank statement and invoice reconciliation automation
Finance function losing 40–60 hours a month to manual matching.
Challenge
- 40–60 hours per month spent reconciling statements
- Error-prone manual matching
- Month-end close slipping
Approach
- Deployed AI parsing with auto-matching rules
- Exception handling routed to the team channel
- Documented the exception workflow
Impact
- 50–70% of analyst time recovered
- Month-end close accuracy improved
Infrastructure and transaction advisory
Project requiring investor-ready financials and PPP readiness.
Challenge
- Feasibility uncertainty
- Incomplete project documentation
- No investor-ready financial view
Approach
- Feasibility and financial modelling for viability
- Valuation and transaction structuring
- Investor-grade documentation pack
Impact
- Clearer monetisation routes identified
- Improved investor readiness and PPP positioning
Want the detail behind one of these?
We will walk you through the approach on a call, within the limits of confidentiality.
Book a consult Get the data-request listOr email abhishek.bhandari@zionadvisor.com directly.
About this
We do not publish client names without permission, and most of our clients prefer we did not. What we can publish is the shape of the work and the standard of the output.
Frequently asked questions
Why are case studies anonymised?
Confidentiality is not a preference in our work; it is a condition of it. Our clients trust us with material non-public information, and we do not repay that trust by naming them without permission.
What does a typical engagement look like?
A mid-market buy-side or sell-side mandate, three to four weeks from data room to delivery, with a first-cut databook inside 72 hours. The output is an Excel databook with linked schedules, a reconciliation pack and a findings report.
Can I see a sample?
Yes. Our sample databook is published in full on this site, built on synthetic data.