Para due diligence de serviços financeiros

Capital regulatório, receitas de taxas e provisionamento estruturado.

As metas de serviços financeiros operam sob quadros regulamentares e contabilísticos únicos. O Datapack captura regras de mapeamento específicas do setor para análise consistente entre tipos de negócios.

Sound familiar?

Regulatory capital requirements

Capital adequacy ratios, risk-weighted assets, and regulatory minimums require specialized normalization for QoE.

Fee income normalization

Advisory fees, management fees, performance fees, and transaction fees each require different recognition and normalization rules.

Provision and reserve analysis

Loan loss provisions, insurance reserves, and claims liabilities vary by institution and require careful unwinding.

Multi-entity regulatory reporting

Regulated entities within a group have separate reporting requirements that complicate consolidation.

Measurable impact on every deal

Datapack directly improves the metrics your partners care about most: realization, utilization, and margin per deal.

0 days
Saved per Deal

On mapping, cleanup, and repetitive analysis

+0%
Realization Rate

Improvement across fixed-fee engagements

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Deal Throughput

More deals delivered with the same team

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Audit-Ready

Full traceability on every number

Trusted by deal teams

Transaction Services professionals on how Datapack improved their delivery.

Regulatory capital analysis across banking targets is now consistent. Same methodology, same output structure, every deal.

Marc Dubois

Marc Dubois

Director, Financial Services Advisory, Big 4 Firm

Perguntas frequentes

Estruture seus serviços financeiros DD.

Regras de mapeamento com reconhecimento regulatório que compõem negócios bancários, de seguros e de gestão de ativos.