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.
Guides
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.
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.
Guides
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.
Guides
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.
A practical guide for PE deal teams and corporate M&A professionals running primary research in emerging markets — how to source experts, design discussion guides, triangulate findings, and build conviction when data infrastructure is poor.
Guides
A practical guide for PE deal teams and hedge fund analysts on how to structure and execute channel checks across the semiconductor, AI infrastructure, and data center value chain — covering industry dynamics, key players, unit economics, and the expert sources that matter most.