Finance Expertise That Scales With Your Business

Specialised finance capabilities across transactions, investments, reporting and business operations, delivered by experienced teams that work as an extension of your organisation.

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Overview

Finance Teams Are Sized for the Steady State and Judged on the Peaks.

A live mandate, a fundraise, a quarter-end and an audit rarely arrive in an orderly sequence, and the analytical work underneath them is the first thing to slip.

Rubyworks builds that capacity as a service. Six practices cover the deal, investment and reporting lifecycle, from origination research and transaction execution through portfolio oversight, accounting and reporting, to sector intelligence and finance automation. Outsourced analyst teams work inside your systems, templates and review process, so the output is consistent with what your team already produces and carries your name, not ours. Engagements scale with demand rather than with headcount. Add capacity for a mandate or a busy season, and release it when the work is done.

Our advantage

Proven Impact for Deal Teams

50+

Global investment banks served

$2Bn+

Transactions supported

1000+

Projects delivered

45+

Industries covered, with 1,000+ internal templates

25%

Reduction in deal launch time

Senior finance expertise • AI-assisted execution • Flexible engagement models • Global, multilingual teams

Value proposition

Why Teams Choose Rubyworks

Finance Expertise, Not Just Capacity

Experienced finance professionals bring judgement, context and domain knowledge to every engagement, supported by technology that makes delivery faster and more efficient.

Built into Your Way of Working

Teams work within your systems, templates and review processes, delivering work that fits seamlessly into your existing operations and carries your standards.

Capacity That Scales With Demand

Add the right expertise when requirements increase, whether for a live mandate, reporting cycle, new initiative or ongoing finance function, without building permanent capacity around temporary needs.

Our solutions

Six Practices Across the Deal, Investment and Reporting Lifecycle

Investment Banking Support

Deal execution and origination, CIMs and pitchbooks, financial modelling, valuation, ECM, due diligence and presentation design across the transaction lifecycle

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Private Equity Support

Sourcing and screening, portfolio monitoring and valuation, fund marketing and placement, investor reporting and ESG analysis across the investment lifecycle

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