A practical guide for hedge fund analysts on using primary research — expert interviews, B2B surveys, and channel checks — to build, validate, or kill investment theses. Covers method selection, survey design, synthesis, compliance, and the real economics of DIY vs. done-for-you.
With PE fundraising at its lowest level since 2017 and median multiples at 11.8x EBITDA, sourcing volume is no longer the edge. This guide shows PE deal teams how to use expert calls, surveys, and channel checks to identify and validate acquisition targets
A mid-market PE due diligence team was losing more than 100 hours per deal to expert network admin. Here's what happened when they handed the entire process to Woozle.
A global PE firm needed to validate a private SaaS target's 118% NRR, reseller channel health, and forward churn risk before IC. Three weeks, fifty calls, fifteen minutes of deal-team time.
We are launching primary research to determine whether Microsoft's decision to staff Xbox leadership with CoreAI engineers signals a credible platform pivot or an abandonment of the content-and-community DNA required to compete in gaming.
We are launching primary research to determine whether Freshworks' AI-driven workforce restructuring reflects durable operational leverage or confirms that mid-cap SaaS headcount is being structurally compressed faster than revenue can grow.
We are launching primary research to determine whether Coinbase's 14% workforce reduction and "AI-native pod" restructuring represent a genuine operational transformation or cyclical cost management dressed in AI language ahead of a weak Q1 print.
We are launching primary research to determine whether Cognizant's reported 12,000–15,000 job cuts signal a structural repricing of the Indian IT services offshore model, or a disciplined restructuring from a position of relative strength.
We are launching primary research to determine whether private credit's software-driven dislocation is a contained sector rotation or the first phase of a broader credit cycle turn with real consequences for banks, insurers, and PE-backed borrowers.
A practical guide for fundamental L/S and event-driven hedge fund analysts on how to structure, execute, and synthesise primary research — expert calls, surveys, and channel checks — to build differentiated investment conviction.
A practical guide for PE deal teams on structuring primary research within due diligence — covering CDD frameworks, expert calls, research models, AI tools, and the pitfalls that sink deals.
AI strategy is now the biggest growth category in consulting. Here's how top firms use expert networks and done-for-you primary research to staff, validate, and deliver AI engagements faster than their internal bench allows.
An insider's look at the unit economics of the expert network industry - and what the invoice isn't telling you.
A practical framework for PE deal teams to stress-test portfolio companies before going to market — using primary research to close the commercial readiness gap buyers will exploit.
A practitioner's guide to designing, executing, and synthesising primary research programs — expert calls, B2B surveys, and channel checks — to build conviction and generate alpha in public equity investing.
How management consulting teams can design and execute better primary research — expert interviews, surveys, and channel checks — to deliver faster, higher-quality commercial due diligence for PE clients.
A practical guide to PE due diligence in 2026 — covering how to structure workstreams, avoid common pitfalls, and use primary research to build genuine conviction before committing capital.
How PE deal teams should use expert calls, B2B surveys, and channel checks to run rigorous commercial due diligence, build conviction, and avoid costly mistakes before committing capital.
How PE deal teams use expert calls, B2B surveys, and channel checks to validate investment theses, build conviction, and create value — with practical frameworks for every stage of the deal lifecycle.
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.
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.
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.
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.
