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.
Perspectives
Portfolio managers waste up to $67,200 annually on primary research. Choosing a vendor is critical.
Perspectives
PE holding periods hit 7+ years while add-ons reached 74% of deals. Most research infrastructure is still built for three-year holds. This article breaks down the math on wasted spend, the shifts top firms made, and how to rebuild for the long hold.
AI adoption has surged across investment firms, but alpha is harder to find because everyone feeds models the same public data. The edge has shifted to proprietary primary research.
HP's £8 billion write-down on Autonomy proves that access to data is not due diligence
Perspectives
AI now reads and summarizes deal documents in minutes but AI cannot tell you what customers actually think.
Perspectives
Expert networks recycle the same professionals.. You're paying $1,200 per call for access your competitors already bought, then spending another $2,000 in analyst time to clean up the work.
Perspectives
Expert networks recycle the same professionals.. You're paying $1,200 per call for access your competitors already bought, then spending another $2,000 in analyst time to clean up the work.