The 2–3 Week Diligence Sprint: How to Structure Primary Research When Time Is Short

A practical playbook for PE deal teams and consultants running primary research under compressed timelines — what to prioritize, how to parallelize workstreams, and where outsourcing creates leverage.

Dollar General: Turnaround Validated or Growth Ceiling Reached?

We are launching primary research to determine whether Dollar General's operational turnaround can sustain momentum through an oil-driven cost shock that threatens to squeeze the very low-income consumer the company depends on most.

UiPath: Is the Market Pricing a Platform Transition or a Growth Ceiling?

UiPath beat on every metric, posted its first full year of GAAP profitability, and still fell 8%. The question is whether the market is right to doubt the forward narrative.

Amazon's AI Coding Crisis: Productivity Engine or Reliability Liability?

We are launching primary research to determine whether Amazon's aggressive deployment of AI coding tools across AWS and its retail platform is undermining the infrastructure reliability that underpins its most profitable business.

Expert Network Comparison 2026: GLG vs AlphaSights vs Third Bridge vs Guidepoint vs Done-For-You Research

An unbiased, buyer-side comparison of the four largest expert networks — GLG, AlphaSights, Third Bridge, and Guidepoint — plus when done-for-you primary research is the better fit for your deal or investment thesis.

Oracle's $553 Billion Backlog: Best Quarter in 15 Years, or the Most Expensive Bet in Cloud History?

We are launching primary research to determine whether Oracle's unprecedented cloud infrastructure backlog will convert into sustained high-margin revenue, or whether customer concentration, debt load, and execution risk make this the most precarious capital cycle in enterprise technology.

The Strait of Hormuz Crisis: Can Strategic Reserves Replace Twenty Percent of the World's Oil?

We are launching primary research to determine whether the IEA's proposed record reserve release can offset a physical supply disruption of historic scale, or whether the Strait of Hormuz closure has created a structural deficit that strategic stockpiles cannot bridge.

US Airlines: Can Delta, United, and American Pass Through the Oil Shock Before It Breaks Them?

We are launching primary research to determine whether US carriers can pass through a wartime fuel spike to consumers without destroying the demand recovery that underpins every 2026 earnings forecast in the sector.

Hims & Hers: Does Novo Nordisk's Blessing Come at the Cost of the Business Model?

Hims & Hers / Novo Nordisk catalyst research post on the GLP-1 deal that resets the HIMS investment debate.

How to Use Expert Networks for Emerging Market Due Diligence: A Practical Playbook for Deal Teams

A practical guide for PE deal teams and corporate M&A professionals running primary research in emerging markets — how to source experts, design discussion guides, triangulate findings, and build conviction when data infrastructure is poor.

Running Channel Checks on Semiconductors, AI Infrastructure, and Data Center Companies: A Primary Research Playbook for Investment Teams

A practical guide for PE deal teams and hedge fund analysts on how to structure and execute channel checks across the semiconductor, AI infrastructure, and data center value chain — covering industry dynamics, key players, unit economics, and the expert sources that matter most.

How to Run 20 Expert Interviews in a Week Without Burning Out Your Deal Team

Running 20 expert interviews in a week means 100+ hours of work. This guide breaks down the real bottlenecks, shows how to parallelise workstreams, and explains when to hand the programme to a done-for-you provider.