Sales Funnel Automation, Data Analytics, Financial Modelling and Corp Dev Advisory for mid-market companies
- Transition your sales funnel process from a spreadsheet to a custom-fit cloud solution
- Transform your data into actionable insights with analytics
- Make smarter fact-based decisions using best-in-class financial models
- Engage Corporate Development experts to lead your next acquisition
Professional sales management tools and business intelligence capabilities are no longer the exclusive domain of large corporations with big budgets. Neither are sophisticated financial models or M&A skills from an in-house Corporate Development team.
Table Insights helps mid-market companies access game-changing solutions and services that cost-effectively address growth and company sale challenges.
Sales Funnel Automation
Implement custom SaaS tools that automate sales funnel tracking and improve forecast accuracy.
Data Analytics
Connect and transform data to uncover actionable insights. Visualize key metrics in a real-time dashboard.
Financial Modelling
Evaluate and communicate investment, financing and pricing decisions with powerful and well-structured models.
Corp Dev Advisory
Fractional corp dev resources to plan and execute acquisitions. Proven playbook, processes and templates.
We bring together a powerful and unique combination of experience and expertise. More than just data analysts, we design and implement solutions from a strategic and business perspective. Our focus is on building trusted advisor relationships with our clients.
- Corporate Development | M&A | Private Equity | Venture Capital
- Strategy | Consulting | Equity Research | IR
- Analytics | Database | Low Code | Workflow Automation
Thomas Wen
Founding Partner
Thomas has over twenty-five years of experience in Corporate Development, Private Equity, Venture Capital and Strategy Consulting. He holds a degree in Electrical Engineering and is a CFA charterholder.
Curtis Cheam
Managing Partner
Curtis has over twenty years of experience in Technology, Equity Research, Corporate Development, Private Equity and Investor Relations. He holds a degree in Electrical Engineering, an MBA, and is a CFA charterholder.
We specialize in working closely with private equity, owner-managers of mid-market companies and sell-side advisors.
Private Equity
Support portfolio value creation plans and company sale preparation
Lead execution of add-on acquisitions
PE investment deal funnel implementation
Mid-market Companies
Support growth initiatives and company sale preparation
Lead acquisition planning and execution
Strategic advisory
Sell-side Advisors
Support vendor clients in preparing for sale
Sell-side advisory deal funnel implementation
Trusted by
Still using a spreadsheet to track your sales funnel?
Emerging SaaS platforms can be tailor-fit to optimize your sales process, providing real-time insights into your business.
Planning to sell your company?
These two critical due diligence areas threaten to de-rail your deal process and negatively impact valuation.