Investment Banking
Team Members
Years of Operations
%
Client Retention Rate
%
Cost Savings Achievable
%
NPS Score
Merger & Acquisition
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- Buy-Side Advisory
- Sell-Side Advisory
- Pitchbooks
- Confidential Information Memorandums (CIMs)
- Company Profiles
- Investment Teasers
- Financial Modeling
Business Enterprise Valuation
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- Industry Research
- Precedent Transactions
- Trading Comparable Analysis
- Sector Research
- Thematic Research
- Newsletters
Presentation & Graphics Support
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- End-to-end preparation of Presentations
- Designing Factsheets, Pitchbooks, CIMs, Teasers, Brochures, Newsletters
Experts Behind the Wheel

Pratik Shah
Co-Founder, Director

Vivek Shah
Associate Vice President

Sunil Shah
Senior Manager
Why Choose Knowcraft for Investment Banking?
In-depth Research
Efficient and Highly Responsive Team
Case Studies
Sales and Collection Reconciliation
Discover how a QSR business streamlined sales reconciliation, tracked collections, and improved profitability using POS reports, QuickBooks, and ERP tools.
Accounts Payable Migration – Streamlining ERP Transition
The transition to a new ERP presented a dual challenge: We needed to establish AP processes within the new system and had to contend with a significant backlog of invoices awaiting processing. We had to devise innovative solutions to streamline and manage the AP process efficiently.
Transition from C-Corp to S-Corp
The Company intended to change its tax status from being a C-corporation (“C-Corp”) to an S-corporation (“S-Corp”) for tax planning. We had to set up a new entity in QuickBooks and transfer all assets and liabilities from old books to new ones.