Pick the outcome. We bring the rest.

You provide

Assessment title

Business function

Choose: Finance; Human Resources; Procurement; Sales; Customer Service; Operations; Information Technology; Risk and Compliance

Process group

One of 29 groups in that function, such as accounts payable, recruitment, case management or internal audit

Processes in scope

The sub-processes to assess, from 3 or 4 in each group

Assessment depth

Choose: Rapid assessment (5-8 minutes for each respondent); Standard assessment (10-15 minutes); Extended assessment (20-30 minutes)

Your role

Choose: Process owner; Process operator; Approver; Control owner; Internal customer

Your team's answers

Each team member joins and answers standard questions for their role: how the process runs, manual effort, volumes, cycle times, handoffs, approvals, exceptions, systems, data quality and pain points.

Your review

You approve, edit or reject every proposed interpretation (themes, pain points, root causes and opportunities, each citing its evidence) before the package is built.

Respondents are anonymous in the package: each appears as a stable pseudonym, a role is shown only when at least three respondents share it, and names and contact details are masked in quotes. The package is delivered to a private conversation only you can see. Collecting answers and reviewing interpretations is free; you're quoted for the package.

You provide

Your question

In your own words. Leave out anything confidential.

Free: nothing is quoted or charged. We usually reply within a day, and you can reply back in the same conversation.

You provide

Study type

Choose: Audience Discovery; Market Research; Concept Test; Preference Analysis; Website Evaluation

Objective

What decision the study should inform

Concept

The product, idea, proposition, or experience presented to the panel

Panel

Choose: Persona catalogue; Defined personas; Saved cohort. Up to 25 personas, drawn on dimensions such as age, region, role, seniority, company size and decision style.

Question design

Choose: Recommended question bank (8 questions for the study type); Custom questions (1 to 50: single choice, multiple choice, rating or open text)

Alternatives Optional

For a preference analysis: 2 to 8 named alternatives to compare, such as prices or packages

Evaluation criteria Optional

Up to 20

Runs per persona Optional

1 to 5, to check how stable the answers are (up to 50 simulations in all)

Report title Optional

The panel is simulated: these are modelled perspectives, not real respondents. It works from your brief and the persona catalogue, not the web.

You provide

World type

Choose: Public Reaction; Stakeholder Interaction; Market Scenario; Policy Scenario; Custom World

Project name

Prediction requirement

What future outcome, reaction or trajectory the simulation should explore

Decision question

Grounding

Choose: Use my approved study description; Add source material (1 to 5 PDF, Markdown or text documents)

Population

Choose: Use an approved Audience Research Simulation panel; Define stakeholder groups manually (up to 12 groups, each with a role, goals, constraints and starting position)

Environments Optional

Simulated social feed and discussion forum; both by default

Rounds Optional

1 to 20; 5 by default

What-if variables Optional

Up to 12, each with a value and optional timing

Report questions Optional

Up to 12; suggested sets for each world type

You approve the population, scenario and report questions before it runs, and can ask follow-up questions for 24 hours after. Nothing is posted to real platforms and no real people are contacted.

You provide

Sector, company, or market

Known competitors Optional

If blank, Forward Deployed will propose a competitor set and label it as an assumption.

Your positioning / strengths Optional

Analysis goal Optional

e.g. sales differentiation, diligence, investment thesis, market map, board discussion

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Market

Geography

Segment

Year

Desk research from public sources: no paywalled databases or expert calls. Every claim is cited, and low-confidence figures are flagged. Each report takes up to about 10 minutes.

You provide

Industry

Geography

Desk research from public sources: no paywalled databases or expert calls. Every claim is cited, and low-confidence figures are flagged. Each report takes up to about 10 minutes.

You provide

Your company

Competitors

3 to 10 companies

Dimensions to compare

Desk research from public sources: no paywalled databases or expert calls. Every claim is cited, and low-confidence figures are flagged. Each report takes up to about 10 minutes.

You provide

Company name

Purpose

Choose: M&A screening; Sales account; Partner

Desk research from public sources: no paywalled databases or expert calls. Every claim is cited, and low-confidence figures are flagged. Each report takes up to about 10 minutes.

You provide

Your product

Competitors

Desk research from public sources: no paywalled databases or expert calls. Every claim is cited, and low-confidence figures are flagged. Each report takes up to about 10 minutes.

You provide

Market

Target country

Desk research from public sources: no paywalled databases or expert calls. Every claim is cited, and low-confidence figures are flagged. Each report takes up to about 10 minutes.

You provide

Public links

Up to 10: web pages, videos with transcripts, RSS feeds and public code repositories

Only the links you give are read. It doesn't search or summarise.

You provide

Strategy question

e.g. Should we enter the EU market, and what is the recommended path?

Company / business context Optional

Business model, sector, current position, constraints, goals

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Engagement depth

Choose: Quick: 5-8 slides / short memo; Standard: 10-15 slides + memo; Comprehensive: 20-25 slides + detailed appendix; Extensive: 30+ slides + full strategy pack

Deliverable package

Choose: Full strategy bundle: deck + memo + evidence map + next steps; Deck only; Memo only; Evidence map only

Source strictness

Choose: Balanced: your files plus well-established public knowledge; Strict: your files and official / tier-1 facts only; Broad: include weaker signals but label confidence

Known constraints or must-cover topics Optional

Budget, geography, competitors, channels, timeline, risks, hypotheses to test

Your files Optional

Optional: up to 20 files, such as reports, data rooms, financials or earlier work.

Your answer to “Deliverable package” decides which of these files you get.

You provide

Client / program name Optional

e.g. Finance transformation workshop

Workshop context

What was discussed, who attended, business process/function, goals, known pain points

Focus areas Optional

e.g. current-state process, pain points, root causes, opportunities, controls, systems, org model

Deliverable package

Choose: Full bundle: dashboard + evidence register + action plan + storyline deck; Dashboard + evidence register + action plan; Dashboard only; Evidence register only; Action plan only

Evidence strictness

Choose: Strict: every finding needs exact extract; Balanced: evidence-backed findings plus labeled hypotheses

Audience

Choose: Executive team; Steering committee; Transformation office; Process owners; Board / sponsor

Your files

Required: at least one source file, up to 30 files.

Your answer to “Deliverable package” decides which of these files you get.

You provide

Company, business unit or product

e.g. Acme Corp, or Acme's European retail business

Scope and objective

The decision the analysis should inform, what is in and out of scope and the time horizon

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Industry and main competitors Optional

Strengths and weaknesses are judged against these competitors

Strengths Optional

Internal advantages: capabilities, assets, brand, cost position, customer loyalty, talent

Weaknesses Optional

Internal limitations: capability or resource gaps, cost disadvantages, dependencies, performance issues

Opportunities Optional

External openings: market growth, customer shifts, technology, regulation, partnerships

Threats Optional

External risks: competitors, substitutes, regulation, supply, economic or technology shifts

Known facts or constraints Optional

Figures, facts, hypotheses to test and constraints such as budget, timing or geography. Figures are used exactly as stated.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

Attach a Company and Target Profiling report from the research services and it's used as evidence and cited by file name.

You provide

Industry or market

e.g. US mid-market payroll software

Scope and objective

The decision the analysis should inform, what is in and out of scope and the time horizon

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Company whose position to assess Optional

Leave blank to assess the industry as a whole

Competitive rivalry Optional

Number and balance of competitors, industry growth, differentiation, fixed costs, exit barriers

Supplier power Optional

Supplier concentration, switching costs, uniqueness of inputs, forward integration

Buyer power Optional

Buyer concentration, purchase volumes, price sensitivity, switching costs, backward integration

Threat of new entrants Optional

Barriers to entry: scale, capital, brand, network effects, access to channels, regulation

Threat of substitutes Optional

Alternative ways to meet the same need, their price-performance and the cost of switching

Known facts or constraints Optional

Figures, facts, hypotheses to test and constraints such as budget, timing or geography. Figures are used exactly as stated.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

Attach an Industry and Market Landscape from the research services and it's used as evidence and cited by file name.

You provide

Company, industry or market

e.g. European electric bus manufacturing

Scope and objective

The decision the analysis should inform, what is in and out of scope and the time horizon

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Geographies in scope Optional

Every country or region to cover, e.g. EU and UK

Political Optional

Government policy and stability, trade and tariffs, public spending, tax policy

Economic Optional

Growth, inflation, interest and exchange rates, labor costs, customer spending

Social Optional

Demographics, attitudes, lifestyles, skills and workforce trends

Technological Optional

Emerging technologies, automation, digital adoption, R&D and infrastructure

Environmental Optional

Climate policy and risk, sustainability expectations, resources, emissions rules

Legal Optional

Industry regulation, competition, employment, data and consumer protection law, litigation

Known facts or constraints Optional

Figures, facts, hypotheses to test and constraints such as budget, timing or geography. Figures are used exactly as stated.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

Attach an Industry and Market Landscape from the research services and it's used as evidence and cited by file name.

You provide

Company, product or venture

e.g. Acme's new B2B marketplace

Scope and objective

The decision the analysis should inform, what is in and out of scope and the time horizon

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Business model type Optional

e.g. two-sided marketplace, SaaS subscription, freemium

Customer segments Optional

Who the business serves and which segments matter most

Value propositions Optional

The problems solved and benefits delivered for each segment

Channels Optional

How customers learn about, buy and receive the offer

Customer relationships Optional

How customers are acquired, kept and grown

Revenue streams Optional

How and what customers pay: pricing model, recurring or one-off, mix

Key resources Optional

The physical, intellectual, human and financial assets the model depends on

Key activities Optional

What the business must do well to deliver the value proposition

Key partners Optional

Suppliers, alliances and partners the model relies on

Cost structure Optional

The main costs and cost drivers, fixed and variable

Known facts or constraints Optional

Figures, facts, hypotheses to test and constraints such as budget, timing or geography. Figures are used exactly as stated.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

Attach a Company and Target Profiling report from the research services and it's used as evidence and cited by file name.

You provide

Company or business unit

e.g. Acme Foods, North American frozen division

Scope and objective

The decision the analysis should inform, what is in and out of scope and the time horizon

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Industry Optional

Sets the comparison set for judging each activity, e.g. packaged foods

Inbound logistics Optional

Sourcing inputs, receiving, warehousing and inventory management

Operations Optional

Turning inputs into the product or service: production, assembly, service delivery

Outbound logistics Optional

Order fulfilment, distribution and delivery to customers

Marketing and sales Optional

Brand, pricing, channels, sales force and customer acquisition

Service Optional

After-sales support, maintenance, returns and customer success

Support activities Optional

Firm infrastructure, human resources, technology development and procurement

Known facts or constraints Optional

Figures, facts, hypotheses to test and constraints such as budget, timing or geography. Figures are used exactly as stated.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

Attach a Company and Target Profiling report or an Industry and Market Landscape from the research services and it's used as evidence and cited by file name.

You provide

Company, business unit or product line

e.g. Acme Analytics

Scope and objective

The decision the analysis should inform, what is in and out of scope and the time horizon

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Current products and markets Optional

What is sold today, to whom and where, and the current market position

Market penetration Optional

Growing share with existing products in existing markets

Product development Optional

New products or services for existing customers and markets

Market development Optional

Existing products in new geographies, segments or channels

Diversification Optional

New products in new markets, organically or through acquisition

Known facts or constraints Optional

Figures, facts, hypotheses to test and constraints such as budget, timing or geography. Figures are used exactly as stated.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

Attach a Market Sizing report from the research services and it's used as evidence and cited by file name.

You provide

Company or portfolio

e.g. Acme Group's consumer brands

Scope and objective

The decision the analysis should inform, what is in and out of scope and the time horizon

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Business units or products Optional

The units to plot, one per line, each with the market it competes in

Market share data Optional

Each unit's share and its largest competitor's, with the period and source. Without figures, positions are shown as labelled estimates.

Market growth data Optional

Each unit's market growth rate, with the period and source

Revenue, margin or cash flow by unit Optional

Sizes the bubbles and shows cash generation. Never estimated when not provided.

Known facts or constraints Optional

Figures, facts, hypotheses to test and constraints such as budget, timing or geography. Figures are used exactly as stated.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

Attach a Market Sizing report from the research services and it's used as evidence and cited by file name.

You provide

Organization or business unit

e.g. Acme's customer operations division

Scope and objective

The decision the analysis should inform, what is in and out of scope and the time horizon

Audience

Choose: Executive team; Board / SteerCo; Investment committee; Diligence team; Operating team

Strategy Optional

The plan for competitive advantage and its priorities

Structure Optional

How the organization is divided and coordinated, and who reports to whom

Systems Optional

The processes, tools and routines through which work and decisions get done

Shared values Optional

The core beliefs, culture and purpose that guide behavior

Style Optional

How leaders behave, decide and communicate

Staff Optional

The people: numbers, profiles, hiring, development and retention

Skills Optional

The distinctive capabilities of the organization and its gaps

Known facts or constraints Optional

Figures, facts, hypotheses to test and constraints such as budget, timing or geography. Figures are used exactly as stated.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

Attach a Company and Target Profiling report from the research services and it's used as evidence and cited by file name.

You provide

Client / company name

e.g. Acme Corp

ERP platform

Choose one of the six major finance ERP suites, or Other / not decided

Process areas in scope

e.g. R2R, P2P, O2C, H2R, Plan-to-Manufacture, AP only

Requested artifacts

Choose: Full bundle: all 13 implementation artifacts; Strategy and governance: project charter, steering committee deck, PMO workbooks; Design: requirements, functional and technical specifications, process diagrams; Deployment readiness: data migration, testing, cutover, training, SOX / ITGC controls

Industry Optional

e.g. manufacturing, healthcare, SaaS, retail

Timeline / budget / deployment notes Optional

Target go-live, budget, big-bang vs phased rollout

Integrations / regulatory context Optional

Integrations, banks, tax engine, SOX, IFRS, GDPR

Your files Optional

Optional: up to 20 files, such as reports, data rooms, financials or earlier work.

Your answer to “Requested artifacts” decides which of these files you get.

You provide

Review scope

Control testing, audit support, tie-out, workbook QA, exception review

Materiality / thresholds Optional

Known focus areas Optional

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Company or business

Historical periods available Optional

e.g. FY2022-FY2025 monthly or annual

Model goal

Budget, financing case, diligence model, board plan, scenario analysis

Known assumptions Optional

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Company or asset

Forecast period Optional

e.g. 5 years

Valuation context

Acquisition, investment memo, impairment, strategic option, fairness support

Known assumptions Optional

Revenue growth, margins, capex, NWC, tax, WACC, exit multiple

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Target company or asset

Known peers or transactions Optional

Valuation goal

Board range, investment memo, market check, acquisition screen

Preferred metrics Optional

Revenue, EBITDA, ARR, gross margin, growth, EV/Revenue, EV/EBITDA

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Target company

Purchase case

Entry multiple, purchase price, transaction fees, debt mix, sponsor equity

Operating case Optional

Revenue growth, EBITDA margin, capex, NWC, tax, exit multiple

Return targets Optional

e.g. 2.5x MOIC / 25% IRR

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Deal / company

Entry assumptions

Entry EBITDA, multiple, EV, fees, equity check

Financing assumptions

Debt tranches, leverage, rates, amortization

Exit assumptions

Hold period, exit multiple, margin trajectory, paydown

Your files Optional

Optional: up to 10 files, such as reports, data rooms, financials or earlier work.

You provide

Company

Business model

Choose: SaaS / subscription; Recurring services; Usage-based / transactional; Hybrid

Priority questions

e.g. revenue quality, net retention, payback, cohort stability

Your files

Required: at least one source file, up to 12 files.

You provide

Sector / sub-sector

e.g. vertical market software for industrial workflows

Deal parameters

Revenue, EBITDA, geography, ownership, growth, add-on vs platform

Desired output

e.g. 20 targets plus outreach copy

Your files Optional

Optional: up to 8 files, such as reports, data rooms, financials or earlier work.

Every target keeps its source label. Attach a desk research report when you need current market data.

You provide

Company name Optional

Optional if file includes it

Investment criteria

Revenue range, EBITDA range, sectors, geography, ownership, valuation guardrails

What do you need from the screen?

e.g. tell me if we should take a first call and what to ask

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Target company

Deal type

Choose: Platform acquisition; Add-on acquisition; Growth equity; Recap; Carve-out

Sector

Known concerns Optional

Customer concentration, regulatory risk, environmental issues, etc.

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Meeting type

Choose: Management presentation; Expert call; Customer reference; Advisor session; Site visit

Company / topic

Top objectives

What do you need to learn or validate?

Known concerns Optional

Your files Optional

Optional: up to 10 files, such as reports, data rooms, financials or earlier work.

You provide

Target company

Deal thesis

Desk research from public sources: no paywalled databases or expert calls. Every claim is cited, and low-confidence figures are flagged. Each report takes up to about 10 minutes.

You provide

Target company

Deal terms

Price, leverage, structure, rollover, key terms

Investment thesis

Returns summary Optional

Base / upside / downside if known

Your files Optional

Optional: up to 15 files, such as reports, data rooms, financials or earlier work.

You provide

Portfolio company

Reporting period

e.g. March 2026 or Q1 2026

Compare against

Choose: Budget / plan; Prior period; Underwriting case; All available baselines

Priority metrics Optional

Optional custom KPIs or covenant thresholds

Your files

Required: at least one source file, up to 12 files.

You provide

Target / portfolio company

Investment thesis

Hold period (years) Optional

5 by default

Desired output emphasis Optional

e.g. EBITDA bridge, 100-day plan, KPI dashboard, board-ready plan

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Portfolio scope

List companies or describe the subset to review

Hold-period context Optional

Which companies are close to exit vs early in hold?

Desired output

e.g. top 5 AI plays across the portfolio with first-step owners

Your files

Required: at least one source file, up to 20 files.

You provide

Deck context

Audience, decision, meeting, and desired outcome

Refresh goal

Sharper storyline, board polish, investor version, client-ready version, chart cleanup

Brand/style notes Optional

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Diagram topic

e.g. onboarding flow, diligence workflow, system architecture

What should the diagram explain?

Audience Optional

e.g. client, board, product team, audit team

Style notes Optional

Monochrome, light color accents, wireframe, process map, architecture map

Your files Optional

Optional: up to 12 files, such as reports, data rooms, financials or earlier work.

You provide

Walkthrough topic

e.g. month-end close, claims workflow, order approval lifecycle

Source scope Optional

Files, systems, tables, teams, or steps that should be included

Audience Optional

e.g. new developer, client sponsor, internal reviewer

Diagram type Optional

Choose: Auto; Flowchart; Data relationships; Both

Your files Optional

Optional: up to 20 files, such as reports, data rooms, financials or earlier work.

You provide

Script

Up to 5,000 characters

Voice

Choose: Narrator; Presenter

You provide

Article

The address of a public article or blog post

Voice

Choose: Narrator; Presenter

You provide

Firm name

Recording

A public link to the recorded talk, webinar or interview, or its transcript (200 to 50,000 characters). If the recording's captions can't be read, paste the transcript instead.

Firm website or description

Your firm's website, whose home, about and services pages are read, or a short description of the firm (20 to 8,000 characters)

Speaker Optional

Name and role, for example Jane Doe, Managing Partner

Title Optional

A working title for the article

Audience Optional

Who the article is written for, for example finance leaders at mid-sized manufacturers

Brand and style notes Optional

Tone, and your brand colors as hex codes (for example #1a4d8f) for the exhibits and illustration

Claims about your firm come only from your website or the description you give: no client names, results or credentials are invented.