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London, England, United Kingdom Strategy, M&A
Senior
12 years experience
  • Investor Reporting
  • Financial Modeling
  • Business Strategy
  • M&A
  • +23
Hire Paul
Calgary, AB, Canada Strategy, Investment Management
Manager
20 years experience
  • Investor Reporting
  • Business Strategy
  • Business Development
  • Due Diligence
  • +13
Hire Suzanne
London Strategy, M&A
Manager
10 years experience
  • Investor Reporting
  • Financial Modeling
  • Business Strategy
  • M&A
  • +15
Hire Vedat
Strategy, M&A
Manager
6 years experience
  • Investor Reporting
  • Financial Modeling
  • M&A
  • Corporate Finance
  • +6
Hire Yury
Greater Milan Metropolitan Area Strategy, M&A
Senior
12 years experience
  • Investor Reporting
  • Financial Modeling
  • M&A
  • Corporate Finance
  • +7
Hire Carlo
Brussels, Belgium Strategy, Investment Management
Senior
13 years experience
  • Investor Reporting
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +11
Hire Jochen
France Strategy, M&A
Manager
10 years experience
  • Investor Reporting
  • Business Strategy
  • Business Development
  • Project Management
  • +3
Hire Kleber
Boston, MA, USA Strategy, M&A
Senior
13 years experience
  • Investor Reporting
  • Financial Modeling
  • Business Strategy
  • M&A
  • +6
Hire Kelvin
Our investor reporting consultants prepare detailed and informative reports that detail the value and overall performance of their investments.

Fintalent is the fastest way to get hyper-specialized M&A talent

Talent with experience at

Frequently asked questions

What clients usually engage your Investor Reporting Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Investor Reporting talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Investor Reporting professionals, highly specialized within their domains. We have streamlined the process of engaging the best Investor Reporting talent and are able to provide clients with Investor Reporting professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Investor Reporting professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Investor Reporting consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Investor Reporting consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Investor Reporting talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Investor Reporting talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Investor Reporting consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

We are a community-based M&A staffing platform.

With our platform, you can fill full-time M&A roles, or staff your team with a Investor Reporting expert when you need an extra hand.

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Hire the best talent for your Corporate M&A team. Our platform approach gets you in front of the right candidates, incredibly fast.

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Everything you need to know about Investor Reporting

What Are Investor Reports?

Investor reports are set out to inform investors about what their investments are performing. These reports can be either good or bad, depending on the company you have invested in. If the report is a good one, the company’s financial results were positive, and if they were negative, it could be a warning that your money is at risk. Fintalent’s investor reporting consultants observe that these reports contain current and historical data on specific companies as well as trends that are more widely relevant.

Key Points of Investor Reports

Again, investor reports come in two flavors: good or bad. The key points of an investor report are what you need to know to determine whether or not your investment is profitable. There are a few things you should pay particular attention to, and they include:

Current Financial Position: Your investment is likely to be profitable if the current financial position is a positive one.

Current Financial Position Vs. Target: It could be a warning sign that your investment isn’t performing well if it’s not doing as well as it was expected to. Look for any differences that might indicate performance issues and make necessary adjustments.

Historical Performance: Historical performance can be a good indicator of future performance. Look for any trends that could suggest trouble ahead and take appropriate action.

Growth Rate: Look for a good growth rate, especially in the earlier years of an investment, to indicate future profits. The history will also give you clues to help you determine growth rates going forward.

New Financial Projects and Plans: Pay attention to anything new that could affect your investment’s financial performance, like a new product launch or a company merger.

Financial Projections: Take any projected financial results with a grain of salt. These are just estimates and are subject to change as the business develops.

Company Profile: The company profile will give you an overview of the company’s history, business, leadership team, industry position and more.

Competition: Pay attention to competitors or potential competitors and how they might affect your investment’s financial performance.

Cash Flow Generation: The cash flow generation of a company will also indicate future profits. Take any decrease in cash flow as a warning sign.

Management: Pay special attention to management, or the leadership team, of a company. They might have track records that suggest the company’s future prospects.

Long Term Incentives: A good executive incentive plan could be forthcoming, and you might want to invest in a means of profiting from this.

What You Can Do About These Reports

Like any piece of literature that looks as if it can help us make better decisions, investor reports have their flaws and limitations in designing effective information products. And, surprisingly, there are no guarantees that they are even a good investment. However, there are things you can do to improve your understanding of these reports and better your chances of profiting from them with an investment.

Key Points to Remember

One key point that investors should always keep top-of-mind is the cash position of an investment in the short term. You should look for any decrease in cash position as a warning sign that it may not be worth investing in for the long-term. Ideally, a healthy trade balance would indicate this, but sometimes this isn’t the case. If there’s a cash drain that’s unhealthy for the financial health of your company, look into it and make necessary adjustments.

If you are using an investment tool that provides report cards on stocks, make sure you have additional research to help you go beyond the report card’s main points. Once you’ve determined your investments with the help of expert market analysis and financial results, it will have to be a self-adjusting process to watch your investments closely. You’ll need to constantly monitor the factors that could affect them, including changes in the economic climate and regulatory environment.

Another key point for investors is that nothing is ever certain, not even reports from experts. The value of investor reports can’t be overlooked; they are good sources of information for investors who want to improve their chances of profiting from an investment, but they aren’t a guarantee.

There are things you can do to improve your understanding of these reports and better your chances of profiting from them with an investment. One thing that’s essential is knowing the history of your investments and taking advantage of the trends they have shown in the past.

Other Ways to Use These Reports

Other than looking for trends in reports, investors can also use them as a benchmark for comparing their investments to others. This way, you’ll be able to see how a complicated business is doing compared to others of similar size. The results will help you determine if a company is being unfairly undervalued or overvalued.

Additionally, investors can use reports to compare similar business models. Stock prices are often a measure of a company’s overall value, and this is why it’s important for investors to compare their investments with one another.

For example, say you’re considering investing in two competing companies that produce the same product at the same level of efficiency. A report will be able to tell you which company has the better financial prospects and is likely to have higher future growth rates. You’ll have more confidence when deciding which one to invest in if they have similar financial results compared to one another.

Conclusion

Investor reports have helped many investors make better decisions over time. However, it’s important to remember that they aren’t meant to give you a crystal clear picture of the future. Regardless of this fact, they are still a useful tool for investors in helping them make better decisions. They can give you clarity into how an investment will likely perform over time and if the value is more likely to increase or decrease. For expert investor reporting analysis, Fintalent offers an array of expert investor reporting consultants readily available for hire.

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»Fintalent was able to provide consulting advice in very little time for one of our latest M&A projects. The support was hands-on, pragmatic and of high quality and was as a result critical to advance the project we were not able to properly address in the classical way.«

Dr. Fabian Kley
Dr. Fabian Kley
Head of Group Strategy and M&A at MAN Energy Solutions SE

»Fintalent is a unique M&A platform that matches corporates, VCs, family offices, and advisors with top M&A talents. They are right at the heart of M&A innovation and solve daily challenges in the M&A project business.«

Dr. Steffen Blase
Dr. Steffen Blase
Head of Mergers & Acquisitions of Volkswagen AG

»We needed a VP of Finance / CFO profile to help put our fast-growing FinTech on the right track. Fintalent delivered more targeted profiles than I could have ever imagined, and they did it super fast. We’ve now hired our Fintalent full-time!«

Giacomo Ficari, Lifepal
Giacomo Ficari
CEO & Co-Founder, Lifepal