About Us
Table Insights offers sales funnel automation, data analytics and financial modelling solutions to the mid-market. We specialize in working closely with private equity, owner-managers and sell-side advisors to help address growth and company sale challenges. We also provide corporate development services in cases where management lacks the bandwidth or expertise to plan and execute add-on acquisitions.
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
- Lead strategic acquisitions
- Best-in-class playbook, methodology and templates
- Due diligence and integration planning
- Private Equity | Venture Capital
- Lead control investments in mid-market companies
- Partner with owner-managers and entrepreneurs
- Growth and value creation planning
- Strategy | Consulting | Equity Research | IR
- Lead strategic planning and business case modelling
- Market research and competitive intelligence
- Prepare investor presentations
- Analytics | Database | Low Code | Workflow Automation
- Extract, transform and load complex datasets
- Advanced analytics and dashboards
- Low code SaaS workflow and sales process transformation
Leadership
Thomas Wen
Founding Partner
Thomas has over twenty-five years of experience in Corporate Development, mid-market Private Equity, technology Venture Capital and Strategy Consulting. He has built and led deal teams, closed dozens of transactions and established best practices in sales funnel management, data analytics and financial modelling. He has advised management teams as a senior executive, a strategy consultant, and as a board member. Thomas holds a degree in Electrical Engineering and is a CFA charterholder.
Curtis Cheam
Managing Partner
Curtis has a diverse background straddling finance and technology. He began his career as a Design Engineer and has transitioned to roles in Equity Research, Corporate Development, Investor Relations and Private Equity. His love for advanced Excel and programming has helped companies make smarter decisions from complex datasets. He recently advised a mid-market manufacturer on ERP enhancements to drive business insights. Curtis holds a degree in Electrical Engineering, an MBA, and is a CFA charterholder.
As experienced evaluators, acquirors and advisors of mid-market companies, we have observed first-hand some recurring themes:
- Smaller companies don’t invest in understanding and acting on the data they capture.
- Most attempt to manage and track their sales funnel with a messy spreadsheet.
- Financial models lack the transparency and comparison detail to substantiate future performance.
We founded Table Insights to help our clients tackle their growth challenges by providing a solid foundation of facts, data and deal expertise.
