One team, every research discipline. Lean Research extends your investment process across credit, equity, real estate, macro, sector, private equity, and banking research with the same analyst-led rigor in every engagement.
All services
Public markets
Private markets & deals
AI platform
Showing 8 services
Fixed income
Institutional-grade credit analysis and outsourced coverage for funds and advisors.
Typical deliverables
Fundamental credit analysis
Covenant & recovery analysis
Credit financial modeling
Public equity
Bottom-up equity research and financial modeling for high-conviction ideas.
Typical deliverables
Fundamental equity analysis
Financial modeling & valuation
Earnings & ongoing coverage
Real assets
Market analysis, valuation, and due diligence across property sectors.
Typical deliverables
Market & sub-market research
Asset-level financial modeling
Valuation & pricing analysis
Policy & rates
Macroeconomic analysis and thematic research to inform portfolio strategy.
Typical deliverables
Continuous macro data tracking
Monetary, fiscal & policy research
Geopolitical risk assessment
Market intelligence
Deep sector coverage and competitive benchmarking across industries.
Typical deliverables
Market sizing & forecasting
Competitive landscape & benchmarking
Regulatory & policy analysis
Private capital
Deal diligence, financial modeling, and portfolio monitoring for PE teams.
Typical deliverables
Deal sourcing & pipeline support
Due diligence & evaluation
Transaction modeling & support
Deal execution
Pitch books, valuation support, and deal execution research.
Typical deliverables
Pitch books, CIMs & materials
Valuation & financial modeling
Diligence & execution support
AI platform
AI-powered financial modeling and report automation for credit and equity teams.
Typical deliverables
Intelligent data extraction
Automated financial modeling
AI-powered report generation
Tell us which disciplines your team needs, and we will match you with dedicated analysts fast.
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