Strategic Research for the Investment Industry

Deep strategic research for
private equity and financial
institutions

Market landscapes, thematic analysis, and competitive intelligence. 100+ page reports with executive slide decks — rigorously fact-checked and expert-reviewed. Delivered through a personal, hands-on engagement.

100+
Pages per report
20+
Slide deck included
100+
Sources per report
Hands-on
Personal engagement

Our approach

The strategic research your team needs to act with conviction

Whether you're evaluating a new market, stress-testing an investment thesis, or need a comprehensive landscape analysis for a client or committee — we work with you directly. Every engagement starts with a real conversation, and we stay involved throughout: scoping, iteration, refinement, and if needed, on-site presentation of the final deliverable.

Behind the research is a proprietary engine combining multiple frontier AI models — Claude Opus, GPT-5, and Grok — with built-in fact-checking and cross-validation. This technology gives us speed and coverage. But the engagement, the judgment, and the quality assurance are human.

01

Market & sector landscapes

Comprehensive analysis of market structure, key players, competitive dynamics, and emerging trends. Structured to support strategic decision-making.

02

Thematic & strategic analysis

Deep-dives into specific themes — regulatory shifts, technology disruption, consolidation trends, ESG implications — with evidence-backed conclusions.

03

Competitive intelligence

Structured comparison of strategies, positioning, and capabilities across relevant players. Pattern recognition that surfaces actionable insights.

04

Decision-ready deliverables

Professional 100+ page report with data visualizations, executive summary, source appendix, and a boardroom-ready slide deck.

What we deliver

Research you can put in front of your clients and committees

Every report is structured for investment professionals — whether for internal decision-making or client-facing delivery. Proprietary AI research across hundreds of real-time sources, independently critiqued and refined, then reviewed by our team for accuracy and presentation.

Market landscape analysis

Full sector overview — market structure, segmentation, key players, competitive dynamics, and where the opportunities and risks lie. The foundation for any strategic decision.

Thematic research

Deep analysis of specific trends, regulatory shifts, or emerging themes relevant to your portfolio or clients. Evidence-backed, not opinion-driven.

Strategic due diligence support

Sector context, competitive positioning, and market dynamics analysis. The strategic layer that complements financial and legal due diligence.

Competitive benchmarking

Structured comparison across strategies, capabilities, and positioning of relevant players. Surfaces patterns and gaps that inform strategy.

Executive presentations

Boardroom-ready slide decks with clear narratives, data callouts, and action-oriented structure. Designed for committees, boards, and client meetings.

Verified & fact-checked

Every claim traced to its source. Calculations independently validated. Automated cross-referencing followed by manual review. You can trust what’s on the page.

Quality & trust

Every claim verified.
Every number checked.

When you put a report in front of a committee or a client, your reputation is on the line. We understand that. Our quality process is designed so you can trust what's on the page — the same way you would trust a deliverable from a top-tier consultancy.

Quality is not a final check — it is built into every step. From automated source validation during research, through independent AI critique of every section, to manual expert review before delivery.

Automated fact-checking

Every factual claim is automatically traced back to its source and cross-referenced against multiple independent sources. Unverifiable claims are flagged and removed.

Calculation validation

Market sizes, growth rates, percentages, and financial figures are independently recalculated and validated. Every number in the report is auditable.

Independent AI critique

A separate AI model reviews every section for logical consistency, analytical gaps, unsupported conclusions, and potential bias. Authors revise based on critique.

Expert human review

Before delivery, our team reads every page. Proof-reading, narrative coherence, data visualization accuracy, and overall quality — nothing ships without manual sign-off.

Full source appendix

Every report includes a complete reference list with direct source links. Any claim can be independently verified by your team.

How it works

A hands-on engagement, not a black box

01

Discovery

We meet — in person or virtually — to understand your strategic context. What decision does this research need to support? What does your team already know? We define the scope, the key questions, and the deliverables together.

02

Research plan

We produce a structured research plan with clear chapter objectives — market landscape, competitive analysis, thematic deep-dives, regulatory review, strategic assessment. You review and refine it before we begin.

03

Research & drafting

Our proprietary engine executes the research — coordinating multiple AI models across hundreds of real-time sources. Every section is independently written, critiqued, and refined. You receive progress updates throughout.

04

Verification & review

Automated fact-checking validates sources and recalculates figures. Our team then reviews every page: proof-reading, checking data accuracy, refining visualizations, and ensuring the narrative meets the standard you expect.

05

Delivery & presentation

You receive the full report, executive summary, source appendix, and presentation deck. We walk you through the findings — on-site or virtually — and iterate based on your feedback. The engagement doesn’t end until you’re satisfied with the deliverable.

Get started

Let's discuss your research needs

Share the market, sector, or strategic question you're exploring Tell us about your project and we'll schedule a discovery call to scope the engagement. No commitment required.

Typical response within 24 hours
No commitment required