Dave Financial Services - Premium Services

Private Equity, Hedge Funds

Our team has solid experience, knowledge and skills in Private Equity and Hedge Funds arena having handled fund sizes in excess of $ 1 bn.

We can assist in set up of accounting processes and procedures. We have expertise in handling incentive fee and management fees calculation, economic allocations to various partners, and maintenance of books according to US GAAP and for taxation (IRS) purposes.

Dave Financial Services can assist in carry calculations, catch up provisions, clawback calculations.

We also have experience in setting up automated processes for fees calculation, economic allocation, investor set up and communication.

Our team also offers services to investors of hedge funds and private equities to interpret the performance numbers and audited books of the fund.

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Private Wealth Advisers

We have been assisting our clients in optimizing and increasing their revenues streams. For investing in the stock market we create various research reports specially designed for their exclusive needs. We can also create customized reports such as Valuation and Dividend correlation reports, Valuation Models.

Managing personal and family wealth can be a daunting task in today's uncertain environment of taxes, market risks and various other uncertainties. At Dave Financial Services, we are focused on the issues that need to be faced today to work towards a successful tomorrow.

Our approach is to help you ensure that all aspects of protecting, preserving, and improving your financial status are addressed using an objective and integrated process.

We can assist you in estate planning, succession planning, wills.

Research

We have a solid base in Research & Financial Modeling. We can provide customized solutions in Correlation Analysis, Regression Analysis, Economic and Financial Research to enable you to gain a solid handle on your business and financial position.

Dave Financial Services can create appropriate models to suit your specific needs so that you do not need to depend on other general models which may not be suited for your specific needs.

Some of the models created by us have been in the areas of optimal mix of funding sources, impact on P&L of hedging, sensitivity analysis of the impact of various investment strategies etc. We have the experience, understanding and education to assist you in your business and financial needs.

Accounting Services

Today's complex markets require prompt, accurate and complete information for management decision making. We recognize the fact that time is money in today's world and strive to deliver accurate and prompt financial statements.

We offer a broad range of financial reporting services to meet the diverse needs of various types of business.

Our in- depth experience and wide exposure enable us to understand management need.

Taxation Services

Our expertise and well rounded approach can help you in tax management. We approach your taxes keeping your entire business picture in mind. Dave Financial Services takes a balanced and integrated approach. We can help you define the right overall tax position, designed to save you money, while meeting your larger business goals. We're sticklers about deadlines and compliance. So we keep an eye on new tax laws and alert you to changes that may affect you and help you respond. Our proactive approach to taxes sets us apart. In addition to providing ongoing advice, we offer a number of specific tax services.

At Dave Financial Services we believe in connecting the dots to get the point. A single dot does not represent much, but when the dots are connected the picture emerges. So in business we connect the disparate dots to get the complete point. We believe in looking at the complete picture and accordingly are able to assist you in a much more effective manner.