A seed fund pressure-tested a vertical-SaaS thesis with five operator calls before IC — turnaround under two weeks.
Case Studies
How funds put primary research to work — pre-IC diligence, market sizing, off-list references and commercial due diligence. Every study below is an anonymised composite of a typical engagement.
- Published studies
- 10
- Segments
- 2
- Attribution
- Anonymised
Per-deal diligence for seed through growth — thesis validation, market sizing, off-list founder references and competitive teardowns.
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 — 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.
Commercial due diligence, value-creation input and buy-and-build market mapping for buyout, special-situations and secondaries funds.
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.
Each study is a representative composite of typical engagements. Client identities are removed and figures illustrate the format and scale of the work — not a single named mandate.
Every call is scoped and screened for material non-public information before findings reach a deal team. Calls flagged for MNPI risk are excluded entirely.
A seed fund and a multi-billion buyout fund get the same compliance framework, the same expert network and the same senior lead. No premium pool, no minimums.