![[Webinar Recap] Is B2B ready for synthetic sample? Yes – if you know how to augment it](https://www.newtonx.com/wp-content/uploads/2024/10/Webinar-synthetic-sample-greenbook-1024-1920px-feature-image-1-300x169.jpg)
![[Webinar Recap] The future of B2B research starts with the death of panels](https://www.newtonx.com/wp-content/uploads/2024/07/TKH-8.22-Karine-Pepin-webinar-1920px-feature-image-300x169.jpg)
![[Webinar Recap] Ditch the Bad Data with Greenbook’s Lenny Murphy as Your Guide](https://www.newtonx.com/wp-content/uploads/2024/05/tkh-greenbook-newtonx-lenny-murphy-cutting-research-cost-speakers-v-21920px-feature-image-300x169.jpg)
Got Your Next Question in Mind?
NewtonX is the only B2B research company that connects investors with the exact professionals required to solve any problem.
How surveys at scale sharpen your edge
NewtonX Chief of Staff Will Mendez reveals how leading private equity firms gain conviction in less time — by blending qualitative and quantitative methodologies to get insights at scale.
NewtonX Chief of Staff Will Mendez reveals how leading private equity firms gain conviction in less time — by blending qualitative and quantitative methodologies to get insights at scale.
Learn how custom expert surveys enable investors to reach niche experts and gain deep understanding of target companies, while also casting a wide net to ensure statistically significant samples of perspectives. The same custom survey infrastructure also powers ongoing portfolio value creation—helping operating partners and PortCo teams pressure‑test growth bets, optimize pricing, and track customer sentiment over time.
Insights Bites: B2B research trends for private equity firms
Gain industry intelligence at scale with private equity market research
Traditional qualitative research methods relying on expert calls struggle to provide holistic competitive intelligence. Thanks to AI and automation-driven research technology, there is a new way for PE firms to maximize the value of their research spend. Custom expert surveys enable investors to reach a much larger sample within a shorter timeframe to validate the thesis pre‑LOI—and then re‑deploy similar research post‑close to prioritize value creation levers and measure impact.
Beyond deal processes, private equity firms use NewtonX to drive portfolio value creation across core growth workstreams such as:
- Market opportunity research to size and prioritize new segments and products.
- Customer and segmentation research to map buying centers, journeys, and share‑gain opportunities.
- Brand and communication research to test positioning and campaigns before and after launch.
- Product and pricing research to test features, bundles, and willingness‑to‑pay to improve adoption and retention.
NewtonX’s private equity market research services can answer key business questions such as:
How do customers perceive the target company compared to the competition?
- How does use and awareness of the target company’s products compare to the competition?
- What is the NPS score of the target company’s products vs the competition?
- Which companies are perceived to be “best in class”?
- What are the key decision-making criteria for customers and their relative importance?
- How does the target company and competitors rate along these key decision-making criteria?
What is the sales cycle and who are the key decision makers?
- Who are the primary decision-makers and influencers in the buying center?
- What is the typical sales process structure?
- How long is the sales cycle by customer segment?
What are customer spending dynamics and how sticky are the target company’s products?
- How much are customers spending on the target company’s products vs. competing products?
- How has wallet share changed over time, and how do customers expect it to change in the future?
- How sticky is the target company’s product compared to the competition?
- Are there switching costs for customers or is there any captive data?
- What is the customer’s willingness to pay (WTP) and willingness to absorb price increases?
Are there opportunities to cross-sell / upsell?
- How much have customers adopted upsell opportunities?
- How much have customers adopted cross-sell opportunities?
- Are there other products/services that the target company could provide that customers would be interested in (white space analysis)?
What are the future market trends and what could disrupt the market?
- What are the biggest challenges and risks to the market?
- What are the most important trends driving the market forward?
- What are the barriers to entry and potential market entrants?
- Assess risks regarding: Technological disruption, Regulatory changes, Supply chain stability, and Environmental factors.
How can we prioritize and track value creation initiatives post‑close?
- Which growth levers (pricing, packaging, new segments, new products) represent the largest near‑term upside?
- What frictions exist in the customer journey that, if removed, would most improve conversion or retention?
- How do customers respond to potential changes in pricing and packaging?
- What leading indicators should we track with recurring surveys to measure the impact of our 100‑day plan?
Make quicker and more confident investments with NewtonX expert intelligence.
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.
Brand Finance Completes AI-Moderated Investor Perception Study in the IT Services Space
To meet a critical deadline, Brand Finance partnered with NewtonX to complete an investor perceptions study—fast.
Want to see how NewtonX can help you?
Expert audiences we reach
Impact-driving research starts with speaking to the right people. The NewtonX Knowledge Graph finds the professionals with the exact expertise to answer your market research questions. Here are just a few examples:
Startup founders
FinTech experts
Crypto experts
Financial advisors
Wealth managers
Cybersecurity professionals
Payment solutions decision-makers
Insurance brokers
IT decision-makers
Product managers
Blockchain experts
Business owners
C-suite executives
HR decision-makers
Our research expertise delivers data you can trust
Top buy‑side investors choose us as their survey and expert interview partner because we deliver more insight, faster, than traditional expert‑call‑only approaches.
10x
time savings over traditional expert calls
5x
expert insights for more confident investments
140
industries & counting reached by our search
100%
verified samples
How NewtonX delivers business-critical private equity market analysis
Data is modern currency, but too often, we’re limited to recycled or flawed sources. 30-40% of data sold today is thrown away, and upwards of 50% of diligence and value‑creation timelines are spent questioning the validity of samples.
With NewtonX custom recruiting and multi-step verification, you’ll spend less time as an arbiter of truth and more time using high-quality data to solve key business questions. We’re the only B2B research company that’s developed proprietary market research technology that keeps up with the pace of innovation—and can be reused across both deal processes and ongoing portfolio value‑ creation work.
With the NewtonX Knowledge Graph, we’ll find the best minds you can tap for expertise to inform your decisions. Our 100% verification means that you get high‑quality data you and your Investment Committee can trust, whether you’re presenting an IC memo or prioritizing value‑creation initiatives with a PortCo leadership team.
Resources
Product-market fit research: How to do market size analysis
How to do market size analysis for product market fit.
What is the true cost of bad data?
Poor quality data costs the US $3 trillion each year. There has to be a better way, and we believe we've found it. Read on.
How expert surveys power your edge in due diligence
Discover how top performing investors gain information edges with expert surveys at scale, multiplying data points from calls and maximizing research spend.
Frequently asked questions about private equity market research
How do you structure surveys for Pre‑LOI vs. Confirmatory Diligence?
For Pre‑LOI, we focus on speed and high‑level market sizing or red‑flag identification with smaller, rapid samples. For Confirmatory Diligence, we deploy deeper, statistically significant surveys to map the customer landscape, validate stickiness, and confirm willingness to pay before the deal closes.
How do you help with Portfolio Company value creation plans?
Post‑close, we partner with operating teams and PortCo leadership to inform and de‑risk 100‑day and multi‑year value creation plans. Typical projects include sizing and prioritizing new market opportunities, testing pricing and packaging changes, mapping customer journeys to remove friction, and quantifying drivers of adoption and churn. Many clients use this work to sequence value‑creation initiatives, pressure‑test management’s assumptions, and create a measurable roadmap for growth.
Do you support recurring survey programs for portfolio companies?
Yes. We frequently design quarterly or annual survey programs that track key customer, market, and brand metrics for portfolio companies. This gives deal and operating teams a consistent, comparable view of performance over time and creates a scalable way to bring investor‑grade insight into everyday operating decisions.
What types of PortCo teams do you typically work with?
We regularly support C‑suite leaders, P&L owners, and functional heads across Product, Marketing, Sales, Customer Success, and Operations. On the investor side, we work closely with operating partners and value‑creation teams to translate investment theses into concrete research questions and decision frameworks for the portfolio company.
How do you measure stickiness and switching costs in B2B markets?
We go beyond surface‑level satisfaction. We ask specific scenario‑based questions to decision‑makers about their likelihood to switch if prices increased by X%, the technical and operational difficulty of removing the product, contract terms and switching costs, and the availability of viable substitutes. This helps both investors and PortCo teams understand how durable current revenue is and what it would take to win more share.
Can you help compare value‑creation opportunities across multiple portfolio companies?
Yes. Because we custom‑recruit and verify every respondent, we can run comparable studies across several portfolio companies, sectors, or geographies. This gives value‑creation teams a unified view of which levers—pricing, packaging, customer experience, or new market entry—offer the greatest upside across the portfolio.
