Primary research
and alternative data,
built for investors.
A subscription platform of longitudinal consumer and B2B surveys — combined with custom research — that helps asset managers and corporations pressure-test theses, generate ideas, and surface signal that other data sources can't see.
Trusted by 300+ investment managers and businesses.
collected since 2012
covered each year
across panels
tracker history
Two ways
to work with us.
A subscription platform you can lean on every quarter, plus custom survey research when you need to ask something specific.
Surveys as a Subscription
Longitudinal trackers feeding into primary research reports focused on the core thesis debates our clients care about.
- Consumer + B2B trackers across 200+ companies
- Database of non-exclusive custom surveys, plus a platform to run your own at cost
- Structured KPI data, available via programmatic API
- Participant-level data, available via API
- Fundamental research scoring & thesis-flagging system
Custom Survey Research
When your question doesn't fit an existing tracker, we run it from scratch — end-to-end.
- Sole-commissioned projects on any audience
- Co-commissioned "Group Custom Surveys" on high-value audiences
- Survey design, programming, fielding, and analysis
- Free feasibility & incidence tests before you commit
- Advisory practice for clients designing surveys themselves
An intermediary between four parties.
Investors typically run surveys ad-hoc and miss longitudinal context. Corporations typically only survey their own customers. We sit in the middle and route insight across both — at a lower cost than collecting the data yourself.
Methodology principles.
Every survey is conducted electronically through consistent panels, with consistent balancing criteria and statistically significant N-sizes.
Longitudinal over point-in-time
Trackers reveal inflection points, enable seasonal adjustment, and turn surveys from snapshots into investable trend lines.
Statistically significant N-sizes
Consumer surveys typically run 1,000+ respondents balanced to US census; deep-segmentation studies scale to 10,000+.
Consistent panels & quotas
Same providers, sampling logic, demographic quotas, and core questions across waves to keep comparisons clean.
Multi-layer quality control
Commitment statements, attention checks, red herrings, speed/straight-lining filters, and handshake logic in every survey.
B2B via proprietary panels
Targeted panels of ITDMs, ad buyers, retailers, SMB owners — recruited directly, with anonymized results as compensation.
Designed by analysts, for analysts
Buyside roots and client feedback shape what we ask and who we ask it to — across consumer, B2B, and international audiences.
How clients use us.
Eight common applications across investment process — from idea generation to thesis maintenance.
Tracking disruptors and disrupted
Measure adoption curves of new platforms, identify which incumbents are most at risk, and quantify whether a disruptor's advantage is real and sustainable.
Examples — Temu, online mattresses, AI chatbots, streaming & cord-cutting
Testing key thesis points
Pressure-test the assumptions underpinning an investment view. Validate whether a perceived driver is real, scalable, and differentiated — or fragile.
Example — CVNA wins on convenience; LULU price elasticity
Building predictive KPIs
Use surveys not just to track KPIs, but to create them. Detect inflections in usage, satisfaction, switching intent, or share of wallet ahead of reported data.
Example — NFLX Standard with Ads traction; UBER use cases
Scoping new products and services
Pre-launch awareness and intent; post-launch adoption and word-of-mouth. Pressure-test management commentary on rollout success.
Example — LULU Align No-Line, Switch 2, Spotify Supremium
Brand sentiment & controversy
Quantify whether a controversy moves the needle. Track brand favorability among exposed cohorts, switching intent, and reputational rebound.
Example — TSLA & Elon Musk; Bud Light
Understanding the "why"
When hard data shows a shift, surveys uncover what's driving it — distinguishing cyclical from structural and reversible from sticky.
Example — Snack-food spend declines; GLP-1 effects
Reacting to exogenous shocks
Capture how consumers and businesses are responding to tariffs, regulatory action, or macro events — well before the data shows up in earnings.
Example — Tariff price-elasticity tests; ITDM IT-spend shifts
Identifying market-share movers
Track cross-over usage and switching at the cohort level. Spot share shifts before they hit financials.
Example — DASH vs. UBER Eats; food delivery share
Survey coverage,
2026.
Every active recurring tracker across our consumer and B2B platforms — plus ongoing primary-research resources and 10+ years of monthly tracker KPIs.
| Topic | Tickers | Running Since | Audience | Cadence |
|---|
Ongoing primary-research resources
Visual price scrapes, customer-base demographic databases, and the NPS database — running alongside the survey trackers.
| Resource | Coverage | Running Since | Cadence | |
|---|---|---|---|---|
Monthly tracker KPIs
Standalone economic and behavioral KPIs collected through the monthly macro tracker — most running since July 2014.
April research
pipeline.
What's published this month, what's queued for refresh, and what's coming online as new coverage. The pipeline updates as reports are released.
this month
upcoming refresh
in active development
Recently published.
Reports released in the current quarter. Each is available now to clients and as à la carte purchases.
In the refresh queue.
Active recurring trackers awaiting their next scheduled wave. New data goes live as fielding wraps.
— trackers in queue
New coverage in development.
Brand-new tracker series under active build — first reports landing soon. Driven by client demand.
Three ways
to access.
From single off-the-shelf reports to full Research Desk access — pricing scales with how deeply you want to use the platform.
The pricing ladder.
Research Desk
Full-platform access — all coverage, interactive dashboards, custom survey capability, and the AMZN pricing work.
- All coverage areas — every pod, every tracker
- Interactive dashboards with cross-tabbing
- Raw data access
- Ability to add questions to existing surveys
- Proprietary survey tracker (your own custom questions, longitudinally)
- AMZN-vs-peer identical-item pricing analysis
- Automatic access to group custom surveys
Thematic Coverage Pods
A curated thematic slice of coverage, delivered as ongoing quarterly PDF reports.
- One thematic pod (~12–24 trackers)
- Quarterly PDF report deliveries
- Eight pods to choose from (see §03.B below)
- Stack multiple pods to widen coverage
Reports, à la carte
Standalone, off-the-shelf research reports — purchased one at a time, no commitment.
- One published research report
- PDF format, ready to share internally
- Pick from any of 200+ active topics
- No subscription required
Eight thematic pods.
Pods are themed, not sector-strict — a tech-focused investor will typically want multiple pods to get full coverage of their universe (AI & Software for the stack, Streaming for media, Commerce for AMZN, FinTech for payments). The Research Desk includes all eight.
Custom surveys, on a project basis.
Tell us what you want to know and we'll scope it. Pricing depends on audience, sample size, and complexity — but as a rule, we're faster and cheaper than the alternatives. Programming and the research report are bundled in, and feasibility tests are free.
Quant product, via API.
A separate data product for systematic strategies and quant teams. Three components, delivered programmatically: structured KPI feeds, participant-level survey data, and fundamental research scoring across consumer, sentiment, housing, labor, investor, and finance concepts.
Pricing — upon request
Request a personalized quote
or start a free trial.
Trials run with full platform access — no gated demo, no onboarding calls, cancel anytime. Pricing is sized to firm AUM, seat count, and use case.