For teams
Discerya for Investment Firms
Standardize screening, modeling, and IC memos across the team.
The problem
Acquisition and asset-management analysts need consistent underwriting and memos.
With Discerya
Standardize screening, modeling, and IC memos across the team.
How it works
Map the team, assign pathways, prove capability.
- 1Baseline every team member against the 20-competency map to see real strengths and gaps.
- 2Assign role pathways to individuals or cohorts — with real deliverables, not just videos.
- 3Track progress and completion on a manager dashboard you can report to leadership.
- 4Practise on capstone deliverables tied to the work your organisation actually ships.
The training package
What's included
Also includes
- Who it trains
- Acquisitions, investment, and asset-management analysts.
- Delivery format
- Self-paced or cohort-based
The problem it solves
Underwriting and IC memos vary by analyst, making deals hard to compare and slowing the committee.
Team exercise
Underwrite a live or recent deal and present an IC memo to the group.
Manager discussion guide
An IC-memo review guide: what a defensible underwrite must show, and the red flags.
Pre-training diagnostic
A pre-training check on modelling and valuation to set the level.
Post-training assessment
A capstone investment committee memo on a real asset, plus the five-criterion rubric for your leads to assess it.
Reporting
A dashboard of progress and course completions across the desk.
Investment
Pricing scales with seats and delivery format. Request a quote for your team size.
Ready to build capability across your investment firms?
We'll scope a rollout around your markets and goals.