Case Studies

A seed fund pressure-tested a vertical-SaaS thesis with five operator calls before IC, all in under two weeks.

A growth fund sized a category-creating embedded-finance bet with a nine-operator panel before leading a Series B.

Before a competitive term sheet, a fund ran eight off-list references on a repeat founder, all people the founder didn't choose.

A climate fund stress-tested a novel process technology with independent scientists and plant engineers before its first cheque.

Before leading a healthtech Series A, a sector fund ran a teardown with the clinicians and buyers who actually evaluate the category.

A mid-market fund fed expert-led customer, competitor and channel calls into a live industrials CDD in exclusivity.

A large-cap fund pressure-tested a software carve-out's 100-day plan with operators who'd run the same separation.

A buy-and-build fund mapped a fragmented services market with operators to prioritise targets and stress-test the roll-up thesis.

A special-situations fund ran retail and distributor channel checks to judge whether a distressed brand's demand was recoverable.

A secondaries investor re-underwrote a single-asset continuation fund with independent calls testing the GP's forward story.

A long/short fund tested a retailer's same-store-sales momentum with channel checks ahead of earnings.

Before sizing a short, a fund tested whether a software company's revenue retention was quietly deteriorating.

A merger-arb desk sized a spread using independent expert reads on the deal's antitrust odds.

A Fortune 500 strategy team validated a new-geography entry with in-market operators before committing capital.

A strategic acquirer tested a target's standalone story and its cross-sell revenue case with expert-led diligence.

A consumer-goods incumbent sized the real threat from a challenger category with value-chain expert interviews.

A consultancy running CDD for a PE client sourced and ran expert calls fast enough to hit the deal clock.

A boutique consultancy sourced hard-to-reach niche operators its own network couldn't reach.

A Series A SaaS company tested a pricing overhaul with willingness-to-pay interviews before repricing.

A seed marketplace validated supply-side buy-in before scaling demand, via interviews with target suppliers.

A travel-creator platform tested five channels to find which one actually signed quality, publishing creators.

An AI fashion-imaging SaaS tested five channels to find which one reached brand and e-commerce buyers.

A self-storage management SaaS tested five channels to find where its operator buyers actually convert.

A performance-PR marketplace tested five channels to find which one reached brand and agency buyers.

A live-lessons marketplace tested five channels to find which converted learners and which brought creators.

A fleet driver-safety company tested five channels to find which reached enterprise fleet buyers.

A consumer social-rewards app tested five channels to find which drove installs and which built the partner side.

A DTC wellness-drinks brand tested five channels to find which drove sales and which opened stockists.

A secure-payments fintech tested five channels to find which actually drove completed transactions.