What we deliver.
Four service lines - all built around the same engine: distinctive commercial due diligence expertise; primary research excellence, deep sector knowledge, and AI-powered analysis.
AI analytics and custom tools to inform primary research and growth strategy.
We've spent years building deep CDD and strategy expertise alongside AI analytics capabilities - and it's the combination that makes the difference on complex deal work in a highly competitive market.
AI-Powered Due Diligence
AI analytics combined with 15+ years of due diligence work. Our custom tooling goes beyond interview synthesis. We design and build custom solutions to surface patterns and insights that traditional CDD analysis cannot deliver, all in compressed deal timelines.
- Faster synthesis across public and proprietary datasets
- Deep expertise from 200+ CDD engagements to understand what moves the needle
- Expert interview insight analysis and theme extraction
- Dynamic market sizing and what-if analysis
- Competitive benchmarking that incorporates web scraping to build a full picture
- Delivered on LOI-to-close timelines
Market Intelligence Platforms
We build proprietary data tools for due diligence and strategy for PE-backed companies. Local market analytics, video or image analysis, customer sentiment analysis, and ad hoc tools and scripts to inform strategy and deal dynamics.
- PinpointIQ - geographic market intelligence platform for roll-up target identification
- Geographic white space analysis at MSA level
- Population, penetration, and opportunity sizing
- Identification of product usage through video or image analysis
- Recurring intelligence, not one-time reports
AI Strategy & Implementation
We help portfolio companies and management teams understand where AI creates real competitive advantage - then we actually build it. Not just a roadmap. Not just recommendations. Execution.
- AI opportunity assessment for portfolio companies
- Build vs. buy vs. partner analysis
- Custom AI tool and bot development
- Management team AI fluency programs
- Emerging technology identification
Buy-side and sell-side CDD.
- Bespoke study design to validate or challenge investment thesis
- Market sizing and segmentation and growth dynamics
- Decision maker and competitor voice-of-the-market
- B2B and B2C surveys delivered at scale
- Customer concentration and churn risk
- Competitive positioning moat assessment
- Investment committee ready deliverables
Our process
Scope alignment
Define core due diligence questions.
Research design
Identify decision makers and other key parties, draft interview guide, recruit survey participant panel, design secondary data framework. Bespoke analysis based on deal needs.
AI analytics
Design and develop custom tools and scripts required to answer core diligence questions.
Desktop research
Identify key data sources, use traditional and AI analysis to build TAM and SAM models.
Primary research fieldwork
Conduct structured interviews - customers, competitors, experts. Execute B2B and B2C surveys.
AI-assisted synthesis
Pattern recognition and cross-engagement benchmarking.
Final delivery
Tight deck, clear verdicts, investment committee ready.
From question to roadmap.
Built for PE hold-period realities: a fact base, clear prioritization, and a go-to-market roadmap in 3-6 weeks.
- Organic vs. inorganic path analysis
- Market entry and adjacency sizing
- Go-to-market channel prioritization
- TAM expansion and whitespace mapping
- Build vs. buy vs. partner frameworks
- 100-day plan support for new platforms
Typical engagement
Primary research that moves deals.
- Structured interview design and execution
- Customer, competitor, and expert panels
- Survey instrument design, panel recruitment, and analysis
- Synthesis into investable insights
- NPS, churn signals, and retention drivers
- Cross-engagement benchmarking
By the numbers
400+
Structured interviews
50+
Customer research programs
30+
Interview VOM programs
6
Core sectors covered
Where we have deep pattern recognition.
Technology
- ✦Vertical and Horizontal SaaS
- ✦Technology Services
- ✦Workflow Automation Platforms
- ✦AI Strategy
Built Environment
- ✦Construction Services, Equipment and Technology
- ✦Property Management & Maintenance
- ✦Building Materials & Components
- ✦Outdoor Living & Home Improvement
Business Services
- ✦Professional Services
- ✦Specialty Distribution & Supply Chain
- ✦Custom Manufacturing Services
- ✦AI-Powered Research Tools
Industrials
- ✦Industrial Components & Services
- ✦Specialty Manufacturing
- ✦Aerospace & Defense Components
- ✦Medical Device Equipment
Healthcare
- ✦Healthcare IT & Software
- ✦Medical Device Packaging
- ✦Provider Services
Consumer
- ✦Outdoor & Sporting Goods
- ✦Specialty DTC Brands
- ✦Custom Apparel & Accessories
- ✦Consumer Health & Services