Primary research, competitive landscape, and AI-augmented signal detection — synthesised into the board-grade papers that investment committees and strategy reviews actually act on.
The strategic tension
A 60-slide trend report. A Gartner quadrant. A few competitor LinkedIn scrapes. Investment committees stare at it and ask the same question: “So what do we actually do on Monday?”
We design every engagement backwards from the decision — sizing the move, identifying the risk, and delivering the sensitivity analyses the CFO will actually press on.
The research mix
Rigour comes from triangulation. We run all three streams on every engagement — and a finding that fails to appear in at least two is flagged, not promoted.
Executive interviews, structured buyer surveys, and expert network advisory. Methodologically defensible, board-presentable, statistically grounded.
Disciplined integration of analyst reports, public filings, regulatory filings, patent databases, and transaction comparables — triangulated, not repeated.
Continuous monitoring of competitor hiring, product releases, pricing moves, and regulatory developments — surfaced as strategic implications, not RSS.
Competitive landscape
Bubble size encodes revenue. Axes are engagement-specific — here, product maturity vs. capital flexibility. Illustrative.
Signal monitoring
A representative twelve weeks of competitor monitoring — each signal weighted, interpreted, and connected to the move it implies. Illustrative.
Competitor hires 4 ML engineers in EMEA
softImplication · Capability build, not replacement
Pricing page updated — introduces enterprise tier
mediumImplication · Upmarket motion confirmed
Patent filed on domain-specific retrieval method
mediumImplication · Defensive IP on AI roadmap
CFO departs, replaced by ex-PE operator
highImplication · Transaction prep likely
Product launch event scheduled for Q3
criticalImplication · Window to respond: 90 days
What we deliver
TAM / SAM / SOM with a live model. Build-up logic exposed, sensitivities stress-tested, assumptions owner-credited. CFO-grade, not analyst-grade.
One landscape view, axes chosen to surface white space. Every company triangulated across product, pricing, commercial motion, and strategic intent.
The paper that replaces the 60-slide deck. Thesis, evidence, risks, recommended move, and the three scenarios that change the answer.
A living subscription: the five moves that matter, interpreted for your cap table — delivered on the first Tuesday of the month.
The engagement
We start with the specific investment or positioning call you are preparing to make — not the research topic. Everything downstream is reverse-engineered from it.
Interview target list, survey methodology, expert network brief, and AI-driven signal scope — calibrated to statistical defensibility and timeline.
Three streams in parallel. Every finding must appear in at least two before promotion. Contradictions become their own flagged workstream.
A principal-led synthesis session runs a pre-mortem on every recommendation. If the CFO will kill it, we surface that before delivery.
Two-page brief, live sensitivity model, verbal presentation. Questions stay with the engagement team for the next two weeks.
Capabilities
Field note
“The two-page brief killed our planned acquisition and redirected the capital into a partnership. Eight months on, that decision looks like the best one the committee made all year.”
Commission a brief
We scope every engagement from the decision you're preparing to make. Send a paragraph; we'll return a one-page proposal with timeline, method, and cost.