Running 20 expert interviews in a week means 100+ hours of work. This guide breaks down the real bottlenecks, shows how to parallelise workstreams, and explains when to hand the programme to a done-for-you provider.
Expert calls look cheap on a per-unit basis. But when you audit the real time, quality, and opportunity costs of managing them in-house, the economics tell a very different story.
A practical, step-by-step guide to scoping, running, and synthesizing an expert call program for commercial due diligence — from someone who's done hundreds of them.
A buyer-side breakdown of expert network pricing — from headline rates and hidden credit multipliers to the true all-in cost per useful call — plus a framework for evaluating whether you're getting genuine ROI from your primary research spend.
A practical guide for PE deal teams, hedge fund analysts, and corporate strategy professionals on the limitations of AI for primary research
Most primary research briefs fail before a single expert is contacted. This guide breaks down the seven elements that separate briefs that shift your investment view from ones that waste your week.
Guides
A practitioner's guide for PE deal teams and hedge fund analysts on building discussion guides, running expert calls that produce real signal, and synthesizing insights across 10–20 calls into a view that drives conviction.
A practitioner's guide to the full primary research toolkit — expert interviews, B2B surveys, channel checks, and competitive landscaping — and how top hedge fund analysts deploy each to build conviction, challenge consensus, and create differentiated edge.
A buyer's framework for evaluating expert research models — traditional expert networks, AI-augmented platforms, transcript libraries, and done-for-you research — with key players, pros, cons, and guidance for PE and hedge fund teams.
Guides
Are AI-moderated calls ready to replace real human expertise? And where can AI help investment professionals in the due diligence process. Here's the full guide.
Guides
A buyer’s framework for investment teams evaluating primary research vendors. Criteria, red flags, and the questions that separate providers who deliver edge from those who sell access.
An Guide for Long/Short Hedge Fund Investing in Software Tickers.