Expert Networks: The Complete Guide for Investment Professionals
This guide breaks down how expert networks work, what they cost, and how to use them without wasting time or money on the middleman model that dominates the industry.
This guide breaks down how expert networks work, what they cost, and how to use them without wasting time or money on the middleman model that dominates the industry.
Most analysts burn weeks each quarter on logistics while paying research prices for access. The process breaks down at vendor selection, question design, and verification. This guide shows you how to fix it.
Woozle's eight core themes to watch in 2026 driven by our proprietary primary research.
Expert networks charge $1,200 per call but deliver access, not intelligence. Investment professionals absorb the vetting, scheduling, compliance risk, and analysis work whilst paying research prices for introductions.
AI has commoditised public data, eroding traditional investment edges. Primary research, delivering proprietary human insights AI cannot access, now drives alpha
Citadel spent £8.6 billion on employee compensation across 2022 and 2023. A significant portion of that went to AI talent. Balyasny allocates roughly 1% of assets annually to recruiting, which translates to £280 million this year. Marshall Wace just told clients they'll face a new fee starting
AI has democratised quantitative analysis to the point where everyone has access to the same models, the same datasets, and increasingly similar conclusions.
Perspectives
70-90% of M&A deals fail because of inadequate due diligence, representing billions in wasted capital and collapsed investment theses.
Most due diligence surveys waste time and money because middlemen optimise for completes, not answers.
Investment-grade primary research requires triangulation across multiple sources, MNPI boundary awareness, and measuring cost per useful insight rather than cost per call.
Perspectives
When expert calls contradict each other, most deal teams assume they need more calls. They do not. They need convergence. Triangulated research forces data from multiple methods and cohorts to either align around a truth or diverge in ways that surface real risk
Perspectives
Conviction in primary research comes from better questions. This article breaks down why up to 40% of expert calls fail to move investment decisions, how poor question design destroys value upstream, and the exact framework top investors use.