How a top private equity firm validated their investment thesis with NewtonX insights

A NewtonX competitive intelligence survey helped a leading investor understand customer perception of a software platform.

Leading private equity firm needed competitive intelligence

Top Private Equity Firm Sought to Invest Confidently

How can we ensure positive returns on a risky investment? A leading private equity firm needed critical answers to help them evaluate a high stakes investment in a unicorn software company.

The software company recently launched transformative feature upgrades to their enterprise file management platform. Our client needed to understand the impact of the new product features on user engagement and customer retention. But, they also knew it’d be difficult to reach B2B professionals with deep technical expertise and decision making power.


NewtonX Knowledge Graph reaches 120 IT professionals

NewtonX Surveyed 175 Top IT Professionals Across 10 Industries

In one week, NewtonX surveyed 175 senior IT decision makers, including both paid and unpaid users. The professionals spanned multiple fields — including software engineering, information security, and compliance — across a wide range of industries, such as tech, financial services, retail, CPG, media, and healthcare.

The survey revealed insights on use cases of the file storage platform and integration to other IT systems and the professionals’ workflows. The data also highlighted trends in willingness to pay and switching costs to competing platforms. Following data collection, NewtonX synthesized the insights and delivered a report with strategic recommendations. 


VP+ level IT decision makers surveyed

NewtonX’s platform provides unprecedented access to hard-to-find B2B audiences that truly understand the intricacies of an industry. This access, combined with analysis capabilities, has proven invaluable to gain previously unattainable insights.

A B2B competitive intelligence survey validates the investment thesis

The Client Hired NewtonX for Deep Follow-Up Insights

The B2B survey vitally paved the way for the client’s due diligence process. It enabled them to confirm the value proposition of the new features and their underwriting case. Consequently, they chose to follow-up with ten survey respondents for qualitative interviews. With this hybrid research methodology, our client gained critical understanding of enterprise software user behavior to identify key product benefits and high impact sales levers.

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