Independent Research · Private Markets
The only research that powered both sides
of a $1B transaction.
J.P. Morgan won the Nerdio mandate using our research. General Atlantic used the same research to build conviction and invested $500M.
Single deal outcome
$1B+
Sell-side mandates
30+
Buy-side engagements
60+
Mandate win rate
70%
We enter before the pitch. We stay through the CIM.
You win with evidence no one else has.
Entry points
Sector Research
Pipeline build · pre-mandate
Build pipeline before competitors know the market is in play.
Independent customer evidence across a sector. no management contact required.
3–6 weeks
Mandate Pitch Deck
Mandate pursuit
Win the mandate with customer evidence no competing bank can replicate.
Independent verbatims delivered in time for the pitch.
2–3 weeks
VoC-Enhanced CIM
Sell-side process launch
Every weak claim pre-validated before buyers find it.
Every CIM claim backed by independent customer evidence.
4–5 weeks
Customer Diligence Report
Pre-process conviction
Conviction before the teaser drops.
Independent commercial diligence ahead of the formal process.
5–7 weeks
With vs. Without Crossover
Every party works from a different version
of the truth. Customer Voice fixes that.
70%
Win Rate
70% sell-side mandate win rate. Not because of better relationships. Pitches built from what customers actually say.
Proof of Impact
Neither party briefed the respondents.
$11.2B followed.
50+ sell-side mandates. 60+ buy-side engagements. The same customer evidence that closed these deals is available for your next one.
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