Reliability Engineer
Research and explore the boundaries of foundation model fine-tuning methods for end-customer use cases.
Mark Pacitti
The Hardest Sell on Wall Street
On June 12, Goldman has to convince the public that AI demand is real now - not eventually. The entire private AI complex is priced on the answer.
Mark Pacitti
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6 min read
Why are half the experts you get sent wrong for your thesis?
It is rarely bad luck or a thin database. The associate picking your experts is paid in a way that works against you.
Mark Pacitti
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4 min read
How are buy-side investors running 10x the expert calls without 10x the budget or the headcount?
The teams pulling this off didn't find a cheaper network or hire more analysts. They removed the four bottlenecks the expert network model is built around.
Mark Pacitti
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5 min read
A Primary Research Primer on Commercial Cleaning and Facilities Services for Investment Professionals
Commercial cleaning and facilities services is the largest outsourced services sector most generalists never look at. This primer maps the unit economics, key players, expert types, and questions that separate insight from noise.
Mark Pacitti
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22 min read
A Primary Research Primer on Accounting and CPA Firms for Investment Professionals
Accounting and CPA Firms has become one of the most active PE rollup strategies. This primer maps the unit economics, key players, expert types, and questions that separate insight from noise.
Mark Pacitti
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16 min read
A Primary Research Primer on IT Managed Services for Investment Professionals
IT managed services is a $400bn global industry growing at high single digits. This primer maps the unit economics, key players, expert types, and questions that separate insight from noise.
Mark Pacitti
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13 min read
A Primary Research Primer on Cybersecurity for Investment Professionals
Cybersecurity is a $245 billion market consolidating fast. This primer maps the unit economics, key players, expert types, and questions that separate insight from noise.
Mark Pacitti
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38 min read
A Primary Research Primer on Data Centre and AI Infrastructure for Investment Professionals
This primer covers how the industry is structured, where the money sits, how players across the value chain make their returns, who the relevant experts are, and the questions that produce genuine insight on an expert call.
Mark Pacitti
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18 min read
68% of Burberry Stores Are Missing QTD Targets as Q4 Momentum Fades
Our checks estimate 68% of Burberry stores are missing QTD targets, with EMEA drag showing no sign of recovery into Q1 FY2027.
Mark Pacitti
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2 min read
How Woozle Helped a CDD Consultant to Source 50 Preclinical Oncology Decision-Makers Across 3 Continents in 2 Weeks
A specialist commercial due diligence brief demanded VP-level preclinical oncology decision-makers across North America, Europe, and Asia-Pacific. Standard panel infrastructure couldn't field it. Woozle did.
Mark Pacitti
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6 min read
Why does each expert call cost you five hours of your own time?
An insider's look at the unit economics of the expert network industry - and what the invoice isn't telling you.
Mark Pacitti
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7 min read
Why does it take a week to schedule one expert call?
An insider's look at the unit economics of the expert network industry - and what the invoice isn't telling you.
Mark Pacitti
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6 min read
How PE Firms Use Expert Networks to Diligence Healthcare and Telehealth Platform Deals
Healthcare PE deal value rose 45% in 2025, but telehealth's regulatory cliff and reimbursement re-pricing mean financial models can't answer the questions that matter.
Mark Pacitti
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8 min read
Primary Research for Investment Professionals: The Complete Guide to Expert Calls, B2B Surveys, and Channel Checks
A practitioner's guide to running primary research programmes that hold up to IC scrutiny — covering expert interviews, B2B surveys, channel checks, panel design, triangulation, compliance, and how to choose between self-serve expert networks and done-for-you providers.
Mark Pacitti
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7 min read
40 Semiconductor Channel Calls in Two Weeks: How a TMT Hedge Fund Pressure-Tested an Semiconductor Basket for £18,000
Forty multi-vendor semiconductor channel calls. Two weeks. £450 per call. How a mid-tier TMT-focused hedge fund built long-duration conviction across a basket of analog and power names — for roughly a third of what the Big Five would have charged.
Mark Pacitti
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6 min read
30 Channel Partners in 20 Days: How a TMT Hedge Fund Pod Ran a Pre-Print Channel Check on a US Cybersecurity Name
Thirty VAR and distributor interviews on a US-listed cybersecurity vendor, synthesised and delivered inside three weeks — for roughly half the cost of the expert-network equivalent, and with fifteen minutes of the pod's own analyst time.
Mark Pacitti
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6 min read
20 Customer Voices in 7 Days for £8,400: How a Multi-Strat Hedge Fund Got Its Q1 Read on a Listed BPO
Twenty buyer-side voice interviews on the BPO market. Seven days, brief to delivery. £420 a call, £8,400 all in. Fifteen minutes of analyst time.
Mark Pacitti
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7 min read
Luxury Retail: A Primary Research Primer for Investment Professionals
A industry primer for investment professionals on how to conduct primary research expert calls, surveys, and channel checks on luxury retail companies.
Mark Pacitti
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38 min read
PayPal's AI Reset: Can a 20% Headcount Cut Close the Gap with Block, or Confirm Structural Decline?
PayPal is cutting one in five employees over three years and betting on AI to fix a margin problem product innovation could not. We are launching primary research to determine whether the restructuring re-rates the franchise or confirms the bear case.
Mark Pacitti
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11 min read
Datadog's Billion-Dollar Quarter: Structural AI Demand or Cloud Migration Catch-Up?
Datadog crossed $1 billion in quarterly revenue for the first time, accelerated growth to 32%, and raised full-year guidance by $240 million at the midpoint. We are launching primary research to determine whether this reacceleration is structural or cyclical.
Mark Pacitti
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11 min read
Cloudflare's AI Restructuring Paradox: Can a 20% Cut Survive a 34% Growth Quarter?
Cloudflare beat on revenue, raised full-year guidance, and announced the first mass layoff in its 16-year history. The stock fell 24%. We are launching primary research to test whether the agentic AI restructuring accelerates the flywheel or breaks it.
Mark Pacitti
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11 min read
TFP Fertility: Can Amulet Replicate the US Fertility Playbook in a Sub-Scale European Footprint?
Amulet Capital has acquired TFP Fertility Group from credit firm Benefit Street Partners in a sponsor-to-sponsor European healthcare deal. We are launching primary research to determine whether TFP's narrowed UK and Polish perimeter can anchor a consolidation platform, or whethe…
Mark Pacitti
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10 min read
Commercial Due Diligence & Primary Research for Private Equity: A 2026 Practitioner's Guide
At 11.8x EBITDA multiples and 6-year-plus holds, getting the commercial thesis wrong is catastrophic. A practical, opinionated guide to running primary research across the PE deal funnel
Mark Pacitti
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9 min read