Accelerate portfolio growth with competitive intelligence that exposes the truth
Your mandate is clear: grow revenue and maximise value across your portfolio. But competitive pressures are often the biggest blocker — and internal teams rarely have the visibility to fight back.
We deliver live, defensible intelligence that gives your CEOs and GTM leaders the insight they need to compete harder, win more, and scale faster.
See Their Actual Proposals — Not Just Public Pricing
Hear What Their Former Execs Won’t Say Publicly
Built by a Team That’s Won $30B in Competitive Deals
The growth challenge portfolio managers face
- Aggressive competition. Rivals undercut on pricing, incentives, and deals.
- Blind spots. Portfolio companies often rely on anecdotal sales feedback.
- Slow response. Without validated intel, teams can’t adapt quickly enough.
- Pressure from boards. Investors expect consistent revenue expansion — even in tough markets.
Result: Portfolio growth stalls while competitors seize market share.
How we help portfolio managers
- Boost late-stage wins. Expose competitor pricing patterns and discount plays to protect revenue.
- Sharpen GTM strategy. Identify message angles and plays that reliably win head-to-head.
- Inform product roadmaps. Spot competitor release signals to prioritise features that block expansion.
- Strengthen boards and operating partners. Give leadership confidence-scored insights, not anecdotes.
Our core process
Over the last 10 years, we have crafted the “INTEL” framework to deliver superior, actionable competitive intelligence so that you can build & execute strategies that actually win.
Portfolio
Packages for Portfolio Managers
Sales Intel: Mystery Shopping Your Portfolio's Competitors
Sharpen portfolio sales execution.
- Get their competitor's actual prices and proposals
- They understand why they win (or lose) deals
- Fix gaps in your portfolio company's sales approach
What You Receive:
- Real proposals from your portfolio company's competitors
- Side-by-side comparison of offerings
- Expert session to improve their approach
Insider Intel: Former Employee Intelligence
Inform portfolio strategy with insider perspective.
- Understand how your target & their competitors really work inside
- Learn about problems before they become public
- Get warnings about their next moves
What You Receive:
- In-depth report from insider interviews
- Answers to your specific questions
- Clear guidance on what to do next
Best For:
- Deep target & competitive insight
- Understanding company culture
- Predicting competitor moves
Complete I.N.T.E.L.
Embed intelligence into your portfolio growth strategy.
- Full strategic clarity on how they & their competitors operate
- Step-by-step system to outmanoeuvre them
- Equip your portfolio teams with the tools and confidence to win
What You Receive:
- Full I.N.T.E.L. Framework: Investigate, Network, Target, Execute, Leverage
- B2B mystery shopping + ex-employee interviews + strategic playbooks
- Team training and a “beat-them” toolkit
- Delivered in 10–12 weeks for immediate strategic impact
Why Leaders Trust Us
See What Your Competitors Will Launch Next.
Analyst foresight drawn from live product, R&D, and hiring data across five technology sectors.
The Competitive Product Roadmap delivers verified intelligence on what your competitors are developing, testing, and preparing to release — across SaaS, Cybersecurity, Cloud, Fintech, and Telecom.
Used by product and strategy leaders who plan before the market reacts.
Looking at a new investment instead?
See how we help Investment Managers reduce risk before they commit.
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