Eli Lilly pays up to $300M for a pre-clinical startup with zero human data. We are launching primary research to determine what that price tag reveals about the competitive ceiling on single-payload TROP2 ADCs from AstraZeneca, Daiichi Sankyo, and Gilead.
Guides
A practical guide for hedge fund analysts on structuring primary research — expert calls, surveys, and channel checks — to build conviction, challenge theses, and generate alpha in an increasingly competitive market.
A practical guide to commercial due diligence in PE — covering the CDD process, the role of primary research, common pitfalls, and how deal teams can build real conviction before committing capital.
Guides
A practical guide for consulting teams competing for PE commercial due diligence work. Learn how to scope expert programmes, design discussion guides, and deliver PE-grade primary research — even with a lean team.
Guides
A practitioner's guide to using primary research—expert interviews, customer references, channel checks, and surveys—to build conviction in PE deals faster and with greater accuracy.
A practical guide for PE deal teams on evaluating whether a target's business model will be disrupted or strengthened by AI — including frameworks, red flags, and the primary research methods that separate real moats from marketing.
We are launching primary research to determine whether SECURE's oil-linked waste volumes are structurally recurring or cyclically exposed, and whether GFL's integration of an unfamiliar industrial business model can deliver the margins management is projecting.
Catalysts
We are launching primary research to determine whether JPMorgan's, Wells Fargo's, and Citigroup's NII guidance today signals that the consensus earnings deceleration from 15.1% to 2.6% is already priced in, or whether the out-quarters need to be revised lower.
Perspectives
S&P Global's 2026 PE survey reveals 72% of GPs now rank operational improvements as the top value creation lever — but critical data gaps undermine execution. We break down what the numbers mean for deal teams and analysts.
The S&P CDX Financials Index gives investors a new way to hedge private credit risk. We break down the product mechanics, the redemption crisis driving demand, and why primary research is the edge in this environment.
Guides
How leading PE deal teams use primary research — expert surveys, channel checks, and B2B interviews — to turn thematic sourcing into IC-ready conviction before signing an LOI, moving faster and winning better deals.
Catalysts
Blackstone acquired a 49% stake in Rowan Digital Infrastructure at a reported $3.8 billion valuation excluding debt. We are launching primary research to determine whether Rowan's power-first model can convert development-stage pipeline into contracted revenue at scale.