Capability 03 · Diagnose
Where is the value, or the risk?
Diagnose a company or asset. Value scans benchmark it against its peers and put a dollar figure on each gap.
You getDiagnostic and peer benchmark, prepared by our analysts on our own platform.
Discuss your projectCompany diagnostic ↓Peer benchmark ↓Risk and climate against your framework ↓Diagnose · 1 of 3
Company diagnostic.
Understand a company before a meeting, a pitch or an investment committee. Get a concise assessment, peer comparisons and a diligence agenda, with supporting sources and evidence gaps clearly marked.
- Who it is for
- Strategy teams, risk teams, advisory firms and investors with one company to understand before the meeting or the committee.
- What you get
- A brief you can read in one sitting, or a deep dive with the peer set and evidence appendix.
- Format
- Document; spreadsheet; slides on request.
- Scope and timing
- Scope, formats and delivery dates agreed before work starts.
- What you provide
- The company, the question you are trying to answer, your peer set if you have one, and a contact on your team to agree the scope with us and answer questions while the work runs.
- Refresh
- On your calendar, or when the company reports.
The brief answers the question, shows the reasoning and names the three things to raise. The deep dive shows its work.
Should we take the meeting, and what should we lead with?
- Answer
- Yes. Lead with the capability gap their latest report describes and the region they have not entered.
- Why
- The annual report and the investor presentation agree on the gap; trade press adds management’s stated intent.
- Could not verify
- The revenue figure quoted in an interview. It stays flagged.
- Three things to raise
- 01The capability gap.
- 02The unentered region.
- 03The unverified figure.
How we run it
- 01You
Name the company and the decision it serves.
- 02Together
Agree the length, the peer set and the sources we may use.
- 03Our platform
Gathers sourced evidence and builds comparisons against your peer set.
- 04Our analysts
Check peers and calculations, interpret findings and identify questions for the meeting; evidence gaps stay flagged.
- 05You
Use it in the meeting. Ask for the deep dive if the brief earns it.
Scope boundaries
The engagement covers research and analysis. The following are outside this work:
- A valuation opinion.
- Invented private financials.
- A substitute for your own expert sign-off.
Diagnose · 2 of 3
Peer benchmark.
Find the performance gaps and value-creation levers that deserve attention. We benchmark against relevant peers, investigate the differences and set out improvement hypotheses for your team to test against internal data.
- Who it is for
- Strategy teams, operating partners, advisory firms, investors and risk teams with a performance gap to explain or a peer set to compare.
- What you get
- A peer benchmark or performance diagnostic, with supporting analysis and the improvement priorities to investigate next.
- Format
- Document; spreadsheet; slides.
- Scope and timing
- Scope, formats and delivery dates agreed before work starts.
- What you provide
- The company, your peer set and framing, permitted internal material, and a contact on your team to agree the scope with us and answer questions while the work runs.
- Refresh
- Annually, or when the company or its peers report.
The benchmark puts performance in peer context. The diagnostic explains the gaps. The priorities brief sets out the value-creation hypotheses and the internal evidence needed to test them.
| Measure | Company A | Against peers | Basis | Confidence |
|---|---|---|---|---|
| Gross margin trend | Stable | In range | Same basis | Confidence · high |
| Inventory growth against sales | Faster | Above range | Same basis | Confidence · medium |
| Overhead per unit | Not comparable | — | Basis differs · flagged | Confidence · low |
| Working-capital cycle | Longer | Above range | Two peers undisclosed | Confidence · medium |
See an illustrative output in full (performance diagnostic brief) →
How we run it
- 01You
Name the company and the question the benchmark serves.
- 02Together
Agree the peer set and pilot one company.
- 03Our platform
Applies the agreed method across the research scope.
- 04Our analysts
Check peer fit, investigate differences and explain the implications for your question.
- 05You
Review the implications; reuse the method next time.
Scope boundaries
The engagement covers research and analysis. The following are outside this work:
- Unverified jurisdictional or compliance claims.
- A proprietary score in place of your framework.
- Redistribution of licensed third-party data.
Diagnose · 3 of 3
Risk and climate against your framework.
Understand exposure across companies, borrowers, assets or portfolios. We assess the evidence against your own risk or climate framework, explain scenarios and identify gaps for specialist review. It supports your judgment; it is not certification.
- Who it is for
- Risk, credit and sustainability teams at asset owners, asset managers and lenders.
- What you get
- A reviewed assessment against your framework, with gaps and scenarios.
- Format
- Document and spreadsheet.
- Scope and timing
- Scope, formats and delivery dates agreed before work starts.
- What you provide
- Your framework, the issuers, borrowers, assets or holdings to assess, and any permitted specialist inputs.
- Refresh
- On your review cycle, or when you ask. Discuss portfolio monitoring for comparisons over time.
An assessment maps evidence to your framework, explains scenarios and identifies uncertainties for specialist review.
| Your criterion | Evidence found | Gap | Status |
|---|---|---|---|
| Physical exposure at main sites | Site disclosures; public hazard map | Two sites unlocated | Specialist review |
| Transition plan | Annual report | None | Confidence · high |
| Disclosure quality | Regulatory filing | Supplier emissions basis partial | Confidence · medium |
| Governance | Annual report | None | Confidence · high |
How we run it
- 01You
Define the scope and the framework.
- 02Together
Agree the scope, the framework mapping and the sources we may use.
- 03Our platform
Brings public and permitted evidence together against the framework.
- 04Our analysts
Review framework mapping, explain uncertainties and highlight questions for further assessment.
- 05You
Feed it into your own review.
Scope boundaries
The engagement covers research and analysis. The following are outside this work:
- Regulatory certification.
- Assured ratings.
- Redistribution of third-party data.
Start with a pilot
One question, one bounded piece of work.
- Your question
- One live question, with the decision it serves.
- Your inputs
- Your list and your rubric, or a starting set we agree with you.
- What comes back
- A reviewed answer with a point of view: a ranked shortlist, a brief or a benchmark.
- The evidence
- A source appendix, with anything unverified flagged.
Scope, format and delivery date are agreed before work starts. If the pilot earns its place, it becomes a recurring engagement on your calendar.
Anonymized engagements
Typical engagements.
Anonymized examples of delivered research—not measured financial outcomes.
Pilot → annual
An institutional investor
- The question
- Could a pilot become a repeatable diligence pipeline?
- What we delivered
- An institutional investor expanded from a pilot to an annual engagement.
Peer-benchmarked
A leading life & health insurer
- The question
- How does the business compare against an agreed peer set?
- What we delivered
- A leading life & health insurer's benchmarking, delivered against a defensible peer set — every comparison source-linked.
Macro → issuer
An institutional investor
- The question
- How exposed is each issuer in the portfolio to transition and physical risk?
- What we delivered
- Repeatable decarbonization and physical-risk screening across a portfolio, every rating source-linked.
Your context
Research for your team.
Start with one question
Where should your team look for value, or for risk, first?
Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.