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.
Adobe: Can AI-First ARR Replace a Once-in-a-Generation CEO?
Catalyst research post on Roark Capital's potential ~$2B IPO of Inspire Brands (Dunkin', Arby's, Jimmy John's, Sonic, Buffalo Wild Wings, Baskin-Robbins)
We are launching primary research to determine whether Campbell's deteriorating snacks business reflects a transient consumer pullback or a structural loss of shelf space and brand relevance that the current management team cannot reverse.
JPMorgan downgraded Mercado Libre to Neutral even as the company posted 45% Q4 revenue growth and record buyer engagement across Latin America. The debate is whether deliberate margin compression is an investment cycle or a permanent reset.
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.
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 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.
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.
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.
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.
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.
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 / Novo Nordisk catalyst research post on the GLP-1 deal that resets the HIMS investment debate.
