03.1
Lower-mid PE — 30-call commercial DD on a vertical SaaS target
Primary-research support across the full PE lifecycle — sourcing, pre-LOI commercial DD, management refs, post-close portfolio research and pre-exit positioning work. Standard and accelerated 2-week sprints, with annual programmes for repeat needs.
Lower-mid PE — 30-call commercial DD on a vertical SaaS target
Mid-cap PE — 5-exec management ref pack, $2bn deal
Portfolio company — quarterly VoC, 15 customer calls / qtr
Pre-exit prep — 12 customer calls to support sell-side IM
Pre-investment diligence, market sizing and management refs for seed through growth-stage funds.
Single-stock primary research, channel checks and rapid expert calls.
Strategic planning, competitive intelligence and M&A target research for in-house strategy teams.