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Capability 02 · Find

Which ones should we go after first?

Find the targets in it. Screens and scored shortlists rank companies against your criteria, with a one-page brief on each.

You getScorecard and shortlist, prepared by our analysts on our own platform.

Discuss your projectSee what you receive ↓

What you get, and what you provide

Scorecard and shortlist.

Turn a defined universe into a shortlist your team can take into diligence. We score companies on your criteria and weights, challenge the ranking and explain the strongest matches, with sources and evidence gaps beside every score.

Who it is for
Strategy teams, advisory firms and investors screening acquisition targets, partners, prospects or accounts.
What you get
A ranked, editable shortlist. A short brief. Confidence flags. Source references.
Format
Spreadsheet with editable weights and per-company drill-down; document; slides on request.
Scope and timing
Scope, formats and delivery dates agreed before work starts.
What you provide
The list, or the filters that define it. Your screening criteria, or we agree a starting set with you. A contact on your team to agree the scope with us and answer questions while the work runs.
Refresh
On your calendar, when the pipeline or the list changes.

Every score sits beside the evidence that produced it and the weight you gave the criterion. Change the weights and the ranking re-sorts. Where the evidence was thin, the score stays flagged.

Evidence behind one score · Company B · illustrativeIllustrative

Market fit — Strong

Confidence · high
  • Annual report[Segment note]“Describes the target segment as a core market in its own words.”
  • Trade press[Interview]“Management comment on the segment; not independently verified.”
Analyst reviewAnalyst
Illustrative. Fictional company and sources; the format is what you receive.

How we run it

  1. 01You

    Define the decision the shortlist has to serve.

  2. 02Together

    Agree the universe, the screening criteria and the weights.

  3. 03Our platform

    Gathers evidence and assesses companies against your agreed criteria.

  4. 04Our analysts

    Challenge rankings, check entity matches and explain priority targets; unverified figures stay flagged.

  5. 05You

    Pick the targets. Re-weight the spreadsheet if the conversation changes.

Scope boundaries

The engagement covers research and analysis. The following are outside this work:

  • An exhaustive private-company universe.
  • Precise revenues from proxies.
  • A guarantee of who will take the meeting.

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.

Discuss your project

Anonymized engagements

A typical engagement.

Anonymized examples of delivered research—not measured financial outcomes.

140 → 12

An advisory firm

The question
Which of roughly 140 organizations in one market should our partners pursue first?
Scope
Every organization in the market, scored against the practice’s own service lines.
What we delivered
A scan of the market, a ranked shortlist of about 12 priority targets, and an opportunity matrix showing where the value sits at each.
What it enabled
Partners used it to decide which organizations to approach first.

Start with one question

Which targets should your team take into diligence?

Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.

Discuss your project