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.
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.
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.
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.
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.
We are launching primary research to evaluate whether Blackline Safety's G8 platform transition will accelerate recurring revenue growth or expose execution risk that the $9.00 take-private price fails to compensate minority shareholders for.
We are launching primary research to determine whether Samsung's record Q1 profit reflects a sustainable structural shift in memory economics or the peak of a cyclical price spike that will compress in the second half of 2026.
Woozle's primary research platform now includes splitview for survey review and real-time email and in-app notifications across project milestones.
PE deal activity is rebounding, but consulting sentiment remains cautious. This guide shows how management consultants can use faster, higher-quality primary research to win competitive commercial due diligence mandates from private equity firms.
AI is transforming deal workflows, but it can't replace primary research where it matters most. This guide maps the specific gaps in AI-driven diligence and shows where expert calls, surveys, and channel checks still build real conviction.
A practical framework for PE deal teams and investment professionals running commercial due diligence on AI/ML acquisition targets — including the expert call questions that separate real moats from marketing decks.
A practical guide for PE deal teams on structuring and executing primary research during commercial due diligence — from scoping expert calls and surveys to synthesising findings that build real conviction (or kill a deal early).
A step-by-step playbook for hedge fund analysts who need to stress-test positions after a geopolitical shock — using expert calls, channel checks, and structured primary research to rebuild conviction in hours, not weeks.
A practical guide for PE deal teams on how to assess cybersecurity risk during due diligence — what to ask, who to talk to, and how to turn cyber DD from a compliance checkbox into a real conviction-builder.
GP-led secondaries and continuation vehicles are now a dominant exit route in private equity. This guide breaks down how investors can independently diligence the underlying portfolio companies — beyond the GP's own data room.
Take-privates demand a different CDD playbook. This guide breaks down how PE deal teams can validate competitive positioning, revenue durability, and market dynamics on a public target — fast — before the deal clock runs out.
A step-by-step framework for PE deal teams to design, sequence, and execute expert interview programmes that surface real risk, validate investment theses, and build conviction before committing capital.
Dollar Tree's multi-price strategy delivered 5% comps and 150bps of gross margin expansion, but guidance came in below consensus. We are launching primary research, including up to 50 store manager checks across legacy and Multi-Price 3.0 locations, to determine which signal the market should trust.
We are launching primary research to determine whether Nvidia's $1 trillion order disclosure represents firm purchase commitments from hyperscalers or flexible demand signals vulnerable to macro pressure, capex rationalisation, or competitive substitution.
Woozle is launching primary research to assess how Meta's 20% cut to it's workforce will impact it's core adveritising revenues.
A practitioner's breakdown of the four major expert networks — with real stats on network size, pricing, delivery speed, and where each excels or falls short for deal teams and fund analysts.
Most deal teams only measure the invoice price of expert calls. This guide quantifies the fully loaded cost — analyst hours, scheduling overhead, no-shows, and synthesis time — to reveal what DIY primary research actually costs per project.
