Private Equity

Diligence-grade research on a deal timeline.

Customer, competitor, and expert evidence. Sourced, fielded, and analyzed inside your diligence window.

Talk to our team
Market Intelligence
Prepared for · Deal team
Warehouse Automation: Demand & Vendor Dynamics
80%
Plan automation projects 2025–28
LTV edge for aftermarket-led vendors
Expand80
Maintain15
Reduce05
“Budgets are locked. The question is which integrator, not whether.”VP OPERATIONS · TOP-10 3PL · INT_047
What we do

Research for every stage of the investment lifecycle.

CDDDATA ANALYTICS DILIGENCEFor
48.2%

name AI/ML the top emerging use case. The moat is cross-departmental entrenchment; native AI is the open window.

One hundred forty-one decision-makers on switching barriers, integration depth, and where the platform is exposed.

N=141Quant + qual · one instrumentRead the case study →

Other research we run

Stage 01General research
  • Market landscape & TAM validation
  • Adjacent market opportunity
  • Competitor cost structure modeling
  • Unmet need quantification
  • Buyer persona development
  • Industry growth forecasting
Stage 02Pre-LOI
  • Rapid customer & prospect VOC
  • Competitive positioning mapping
  • Expert network sentiment
  • Emerging competitor threats
  • Supplier power & concentration
  • Regulatory & compliance landscape
Stage 03Post-LOI
  • Deep VOC & churn-risk analysis
  • Pricing power & WTP studies
  • Cost & margin benchmarking
  • Needs-based segmentation
  • Switching cost assessment
  • Integration feasibility
Stage 04Portfolio support
  • Ongoing customer VOC trackers
  • Competitor & market monitors
  • Message testing for new offerings
  • Brand equity progression
  • NPS driver analysis
  • Creative concept testing

Segmentation, concept testing, M&A strategy, brand tracking, voice-of-employee. If a deal team needs it, we field it.

Talk to our team
How it works

AI scale, human expertise.

Two weeks from final study design to delivered report. A senior researcher helps design the study, rules on every quality flag, and curates the final story. The agents handle everything in between.

Warehouse Automation Market IntelligenceHana M. · Senior ResearcherReviewing every question
Activity log · design agent
09:41AI

Parsed the thesis brief → 4 decision questions the study must answer

09:58RES

Researcher reframed question 2 to "switching triggers" over "satisfaction"

10:14AI

Screener drafted: 6 criteria, titles + budget authority verified

11:02RES

Researcher tightened the screener, excluding consultants and resellers

11:37AI

Survey programmed · branch logic set · logic check 47/47 passed

12:05RES

Researcher ran the full survey twice. Timing, tone, and flow approved

Survey blueprint · programming in order
ScreenerQ01–Q06 · titles + budget authority
QueuedProgrammingPassed
S1 · Market contextQ07–Q13
QueuedProgrammingPassed
S2 · Vendor dynamicsQ14–Q22 · share of walletRes edit
QueuedProgrammingPassed
S3A · Operator branchQ23–Q30 · skip logic
QueuedProgrammingPassed
S3B · Integrator branchQ23–Q30 · skip logic
QueuedProgrammingPassed
S4 · Pricing elasticityQ31–Q47 · Gabor-GrangerRes edit
QueuedProgrammingPassed
Programming Q06/47Q13/47Q22/47Q38/47Logic check 47/47 passed

Design Finalization. Your researcher walks you through the study, takes your edits, and finalizes the guide. Nothing fields without researcher approval.

Human gate 1 of 3
Selected work

Research that moved
the investment thesis.

Every engagement below shipped to a deal team in days, not months.

How it compares

One partner replaces the research stack.

Most diligence research runs through strategy consultancies and traditional research agencies. The economics are public, and they are not close.

UserCueAI-scaled · researcher-led
Strategy consultanciesTier-1 CDD workstreams
Traditional researchTier-1 agencies
Speed · stage by stage
Study design & programming
1–3 days
1–2 weeksest.
1–3 weeksest.
Fielding & QC
3–6 days
2–4 weeksest.
3–5 weeksest.
Analysis & reporting
1–3 days
1–2 weeksest.
2–4 weeksest.
Speed · total
Time to final report
10–14 daysfrom final study design
4–8 weeks
6–12 weeks
Cost
Cost per expert interview
Included in every study
$1,000–$2,000 per expert-network call
Panel CPI covers data collection only
Method & rigor
Qual depth + quant scale in one study
One instrument, every study
Primarily qualitative calls
Usually qual or quant, rarely both
Interviews run in parallel, 24/7
50–1,000+ per study
Sequential calendars
Field windows
Senior researcher on every study
No junior handoffs
Partner + case team
Typically manager + analysts
Live QC during fielding
AI flags + researcher rulings
Post-hoc
Post-hoc
What ships
Deliverables
Exec summary + top-line analysis · question-by-question PDF · crosstab workbook · raw data + verbatimsdouble-blind · pseudonymized
Slide deck
Report; data files vary

One conversation replaces a procurement cycle with two vendors. The fastest way to see the fit is a 30-minute call.

Schedule a 30-minute call
What clients say
Insightful, actionable, and exactly what we were looking for. The research gave us learnings we couldn’t have gotten any other way, and it was on our desk before the IC.Operations Lead · Global PE firm · Industrial diligence

Ready to move at
deal speed?

30 minutes. We’ll walk you through our research process, show you a real deliverable from your sector, and map out exactly how we’d approach your next deal.