Executive Summary
A global private equity fund evaluating an AI & analytics SaaS company needed an independent, ground-level understanding of the market and customer sentiment before moving ahead with an investment. The fund wanted clarity on:
To support this, the fund partnered with Nextyn’s Research & Consulting team, who led a six-week diligence program involving:
Outcome: The fund gained reliable, real-world insights that strengthened their understanding of customer sentiment, validated market direction, and highlighted areas that required closer monitoring post-investment.
Client Profile & Challenges
Client Profile
Challenges the Fund Was Facing
Limited Visibility Into Real Usage
While the target presented strong product claims, the fund needed unbiased confirmation of how enterprises were actually using AI analytics tools.
Retention & Renewal Uncertainty
The fund wanted clarity on what motivates renewals, what triggers dissatisfaction, and how decision-makers evaluate similar tools.
Dense Competitive Landscape
The market includes both established analytics players and newer AI-driven platforms. Understanding how the target fits into this ecosystem was essential.
Need for On-Ground Insights Under Tight Timelines
The diligence process required fast, structured inputs from credible professionals without compromising quality.
Nextyn’s Solution
Nextyn designed a compact yet comprehensive research flow that combined speed with depth. The process relied on custom expert recruitment, high-quality primary interactions, and independent synthesis to give the fund a reliable view of the market.
1. Curated Primary Conversations
Nextyn’s team identified and engaged individuals with relevant experience across:
These discussions helped the fund understand:
2. Structured Customer Referencing
Nextyn built a small but representative sample of current users to understand:
All conversations were anonymized, ensuring full compliance and unbiased feedback.
3. Competitive Environment Assessment
Nextyn mapped broader industry dynamics without naming any specific companies, focusing instead on:
This helped the client understand where the target stands and what differentiates it from others.
4. Market Direction & Expansion Opportunities
Based on repeated themes from interviews and referencing, Nextyn provided the fund with:
The insights were grounded in lived experiences rather than model-based projections, ensuring authenticity and practicality.
Impact & Results
Clearer Understanding of Customer Experience
The fund received a balanced view of what customers appreciate and what they want improved helping them assess both upside and risk.
Verified Market Alignment
Insights confirmed that demand for AI-driven analytics continues to grow, provided products solve specific workflow problems and integrate smoothly into existing systems.
Improved Confidence in the Target’s Positioning
Feedback repeatedly highlighted strengths in usability, automation, and deployment flexibility, giving the fund confidence in the company’s long-term relevance.
Actionable Post-Investment Priorities Identified
Nextyn outlined practical opportunities for strengthening onboarding, expanding partnerships, and improving product communication areas that support long-term value creation.
Stronger Investment Conviction
With ground-level insights and reduced ambiguity, the fund was able to proceed with a well-informed, confident decision.
Why Nextyn?
