The Challenge
A private equity investor was considering investing in a vendor offering streaming technology. The investor realised its standard due diligence methodology was struggling to understand the vendor’s products, commercial prospects and competition.
Faced with uncertainty because it could not understand the vendor’s business, the investor turned to Caretta Research to provide a fast, robust and exhaustive analysis of the company and its commercial potential.
Project context
Caretta Research profiled the vendor and its competitors, analysing its go-to-market strategy, customer relationships, product deployments and technology differentiation.
Additionally Caretta Research sized and forecast each of its products’ revenues to evaluate the vendor’s commercial prospects.
Detailed approach
- First Caretta Research performed a number of queries on Caretta Portal to extract the vendor’s products, deployments history, customer relationships and identify the vendor’s key competitors.
- Next Caretta Research built consistently structured profiles of the vendor and its competitors to make the complex dataset easy to understand and use for the investor.
- Then Caretta Research sized and forecast the market opportunity for each of the vendor’s product lines in order to validate and quantify the potential of the business.
- Finally Caretta Research used all the data to conduct competitive landscaping analysis, examining the prospects of each of the vendor’s business lines and its competitors.
Project outcomes
Caretta Research provided the investor with a detailed, vendor-level product revenue sizing and forecast dataset, a report containing consistently structured vendor profiles and a slide deck of strategic competitive analysis.
Within a week of engaging Caretta Research, we delivered the findings via a presentation with discussion of the implications for the transaction with the Caretta Research project team and the investment team.