Research work falls into two categories. The kind that needs senior judgment: investment theses, client recommendations, strategic calls. And the kind that does not: market mapping, competitor profiling, CRM updates, sector tracking, lead lists.

Most firms have their best people doing both. The second category is what we handle.

We build dedicated research teams of 2 to 5 researchers, assigned specifically to your firm. They work inside your templates, follow your turnaround requirements, and deliver output directly into your CRM or reporting structure.

ISO 27001 certified. Operational within one week of scope agreement.

What it looks like in practice

U.s. Equity Firm  |  Deal Research Operations

PE firm gets its analysts back.

The Problem

Analysts at a U.S.-based private equity firm were spending close to half their time on data gathering: updating the CRM, building competitor profiles, tracking sector developments. Not the work they were hired for. The firm had tried using offshore generalist researchers but found the output needed so much correction that it created more work, not less.

What we did

We built a dedicated research team inside their existing workflow: their CRM fields, their deal memo templates, their sector taxonomy. The team handled ongoing CRM updates, weekly sector briefings, target company profiles, and ad hoc research requests on defined turnaround timelines.

Result

Research team operational within one week of scope agreement. Structured intelligence updates delivered directly into the firm's CRM on a regular cadence. Deal flow increased. Team time recovered for higher-value analysis. The CRM went from perpetually outdated to a system the deal team could actually rely on.

If your team is dealing with something similar, we can usually tell within one conversation whether it is a good fit.

Talk to us

What we take off your plate

Most of our work falls into these categories. If it is in this list, we handle it. If it is adjacent, describe it on the call.

administration service

Market mapping

Structured overviews of a market segment: sizing, key players, competitive dynamics, recent activity. Delivered in your preferred format on defined timelines.

FinTech

Competitor profiling

Company profiles built to your template: business model, revenue signals, leadership, recent moves, funding history. Updated on a cadence or on demand.

data service

Lead and target research

Qualified target lists built to your criteria: firmographic filters, ownership signals, contact data, initial outreach context. Delivered into your CRM.

eCommerce Industry

Sector tracking

Regular briefings on a defined sector: news, deal activity, regulatory developments, notable moves. Weekly or bi-weekly cadence. Formatted to your standard.

Healthcare

CRM research and enrichment

Keeping your CRM current: contact updates, company data enrichment, deal status tracking, field population. The background work that makes your pipeline reliable.

Healthcare

Deal sourcing support

Supporting the origination workflow: identifying targets that match your thesis, building initial profiles, flagging signals. Structured to reduce time from idea to first conversation.

We work well for

administration service

VC and PE firms where analysts are spending time on data gathering that a dedicated research team could handle, freeing them for higher-value work.

administration service

Consulting practices that need research bandwidth on specific engagements without hiring full-time. Project-scoped or ongoing.

administration service

Teams that have tried generalist offshore researchers and found that the output quality required more correction than it was worth.

administration service

Firms with sensitive deal data that need ISO 27001 certification and confidentiality built into the workflow, not added later.

Not right for everyone.

If you need a one-time research report with no ongoing relationship, a boutique research firm is probably the better option. We are built for teams that need a research team running consistently, not a single deliverable.
If you need primary research such as surveys, interviews, or focus groups, that is outside what we do. Our work is desk research and intelligence: structured, sourced, and delivered into your workflow.

How most engagements start

01

A conversation

We ask what your team is currently spending time on. Not a discovery call with a deck. Just a conversation. 30 minutes. If it fits, we will say so. If it does not, we will say that too.

02

A scoped pilot

One to two weeks. We work inside your templates on a defined research task. Both sides see whether the output and workflow fit before committing to anything larger.

03

A dedicated team

If the pilot works, we build a team specifically for your requirements: your formats, your cadence, your CRM. One point of contact. Operational within one week of scope agreement.

Where we have done this before

These industries appear here because clients brought us their research problems, not because we decided to market to them.

eCommerce Industry

Private Equity and VC

Healthcare

Consulting

FinTech

FinTech & FinServ

eCommerce Industry

Real Estate

Healthcare

Healthcare

Some of Our Clients

Most teams start with a small pilot. If it works, we scale. If it does not, you walk away.

No fully formed brief needed.

Tell us what your AI deployment looks like and where the review gaps are showing up. If it matches something we handle well, we will say so. Either way, 30 minutes and no obligation.

Let's see if we're the right fitRun a pilot - no commitment

Most research teams are operational within one week of scope agreement.