Investment Research
Embedded research support for investment and portfolio analysis.
Concentric Analytics
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About Concentric Analytics
Concentric Analytics provides embedded investment research, advanced asset modeling, and specialized US GAAP accounting support. Its services include portfolio modeling, counterparty credit analysis, financial projections, and accounting support for CPA firms and investment platforms. The company works across renewable energy, real estate, maritime finance, and net lease credit, with services spanning project books, trial balances, investor distributions, invoices, onboarding, compliance, bank reconciliations, cash-position reporting, tenant risk analysis, fund modeling, portfolio monitoring, and IRR analysis. Its embedded teams support clients throughout the investment lifecycle, including transaction diligence, lease analysis, capital structure reviews, and downside liquidity assessments. Concentric Analytics is based in Portland and offers a two-week pilot for prospective clients.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Highlights
Asset Modeling
Dynamic portfolio models with returns and operating assumptions.
US GAAP Accounting
Accounting support including reconciliations and financial reporting.
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