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Financial Research Services by Research Optimus

Research Optimus (ROP) offers a collection of customized financial research services to help organizations of all sizes with effective financial research and analysis that requires a keen sense of timing, advanced expertise, risk management skills and a consistently unbiased perspective.

Research analysts at Research Optimus help financial teams seeking to outsource advanced research needs are often motivated by a desire to reduce costs, save time or improve quality.

Understanding competitors and then staying ahead of the competition is increasingly vital to business success. Research Optimus helps its clients operate more effectively with competitive intelligence and specialized financial research services like investment memorandum consulting.

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Financial research & analysis expertise

Here are the primary financial research services offered by ROP:


Research Optimus compiles detailed market entry reports that cover factors such as PESTEL analysis, market sizing, sector-specific and general regulations, and market entry barriers.

Equity Research

Fixed Income

ROP prepares fixed income analysis that addresses regional and worldwide factors such as interest rate development and buy/sell recommendations for corporate and government bonds. We offer bond issuance support and evaluate specific credit ratings.

Fixed Income Research


Our expert team can conduct a thorough due diligence process on potential investments. We apply fundamental analysis, valuation, and market research to identify good investments for you.

Investment Research


Research Optimus creates customized rating models and evaluates existing credit ratings from agencies such as Fitch, S&P and Moody's.

Credit Research

Financial Statement

Research Optimus issues detailed analysis of cash flow, financial ratios and reports. We examine efficiency of working capital management and identify liquidity bottlenecks.

Financial Statement Analysis

Corporate Finance

ROP facilitates fundraising and due diligence with M&A support, private equity and venture capital support. We organize data rooms and prepare information memorandums, pitch books and financial models.

Corporate Finance Support

Investment Banking

Research Optimus provides customized presentations and reports for specific investment banking departments and decision-makers. We include real-time data analysis, company profiles and trading history.

Investment Banking Support

Asset Management

ROP supports asset managers and portfolio specialists with customized analysis and recommendations such as best stock and bond picks, CAPM analysis, investment idea generation, variance analysis and risk-return analysis.

Asset Management Support

Investment Memorandum

ROP can help with all aspects of the investment memorandum process. We can provide business plans and compile statistics, macroeconomic indicators and industry analysis for specific uses such as teaser preparation and investor rationale sumaries.

Investment Memorandum Consulting

Finance Advisory

ROP advises in specialized financial areas such as CFO consulting, finance and treasury management, accounting compliance and tax advisory needs.

Finance Advisory Services

Buy Side

Identifying investment opportunities and investment strategies. Scan news, market reports, financial statements and reports to suggest best recommendations. Also attend industry conferences to help gauge the investor mood to gather best insights.

Buy Side Research

Sell Side

Evaluate companies for future earnings and provide consistent research report. Recommend investment criteria, suggest buy, sell or hold option, build models to project financial results. Also communicate with competitors, customers, suppliers, and industry people.

Sell Side Research


ROP caters business valuation services in the fields of capital assets, intellectual property, private equity deals, real estate portfolios, specialized and thinly traded securities, and intangible assets

Business Valuation


ROP prepares DCF/LBO models, synergy analysis, tax valuations, WACC calculations, financial forecasts, sensitivity and scenario analysis, real estate modeling, financial valuations and capital structure analysis to support all valuation requirements.

Financial Modeling

Financial Risk

ROP ensures that financial risk factors are identified and analyzed. Methods include cash flow risk analysis, quantitative risk modeling, statistical risk analysis of project success or failure and economic risk analysis.

Financial Risk Analysis

Investor Relations

ROP can create customized quarterly and annual reports that include financial statements, text content and supporting graphs. These can also be formatted as executive summaries for specific investor audiences.

Investor Relations Reports


ROP analyzes internal insurance risks and identifies insurance firms and policies that can alleviate and control risk levels. We can provide coverage reports with service and price comparisons.

Insurance Research

Structured Finance

ROP reviews structured finance products such as project finance, collateralized debt obligations, mortgage backed securities and asset backed securities.

Structured Finance Reports

Forex Markets

Research Optimus examines global forex markets by researching elements such as currency effects on financial operations, currency hedging strategies and specific currency pairs.

Forex Markets Research


ROP fetches microeconomic data related to your business, product, services and provides insights on the supply-demand of your product, production capability, and effects of a policy change on the business, etc.

Microeconomics Reports


ROP analyzes macroeconomic data and trends involving factors such as interest rates and employment growth for various financial markets in developed, emerging and developing countries.

Macroeconomics Reports

Financial data

Research Optimus provides PowerPoint presentations for clients, investors and lenders. Specialized formats include investment teasers, pitch books and information memorandums.

Financial data visualization


Research Optimus examines sales, profitability and other performance parameters for specific business units or branches as well as for regions and countries.


Research Optimus performs original research that includes both qualitative and quantitative primary market research, surveys, focus groups and interviews with financial regulators and experts.


Research Optimus evaluates multiple sources of market intelligence about competitors. We include SWOT analysis, company profiles, pricing and investment strategies, financial statement analysis and benchmarking studies.


ROP assesses changing financial regulations on a national and global basis. We take a detailed look at best practices, accounting laws, reporting standards, valuation principles.

Financial SWOT

Research Optimus focuses on financial strengths, weaknesses, opportunities and threats by creating strategies with a TOWS matrix and compiling a detailed financial SWOT analysis.


Research Optimus can provide writing support that includes editorial services, content strategies, formatting, publishing and copywriting. Our capabilities include specialized functions such as transcriptions and translations.

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Pricing & Engagement

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Quality Systems

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Project Security

Benefits of hiring financial research analyst

  • Research Optimus delivers customized financial data that portfolio and financial managers require for timely decision-making.
  • ROP enables clients to leverage an existing and experienced financial research network of experts.
  • Has a well-trained team of writing and financial specialists who are always available to meet requirements needing a fast turnaround.
  • Can identify and screen financing options that include banks, venture capital and private equity firms.
  • ROP facilitates optimal risk-return scenarios with risk and insurance strategies developed by financial experts.
  • Research Optimus ensures that clients always have unbiased and accurate data by performing original financial research or validating data provided by third-party sources.
Immediate help with high quality financial research

Research Optimus provides a cost-effective and practical way to outsource your financial research needs - enabling you to save both time and money while you obtain expert research help.

Contact Us


  • Senior Vice President Automotive & Transportation Industry

    We achieved substantial cost and time savings on several difficult projects. The services provided by Research Optimus was prompt attention to our requests and attention to details were excellent

  • Lynn Kowalczyk

    After carefully reviewing the documents you provided, we are suitably impressed with the meticulous details and extracted data which is truly high-quality

  • Leading STM Publisher

    Even though most of our communication was done via email, it was extremely easy to work with Research Optimus. Superbly quick turnaround time which was quicker than needed. They were there when I needed them!

case study

ROP Helped Brazilian Asset Manager Firm with Real-time Financial Research Updates

View case in detail

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