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.
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.
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.