Vaulted Insights for Investment Banks

Gain information edge and elevate your pitch conversion rate with rapid access to exclusive insights on private companies.

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Why Investment Banks Choose Vaulted Insights

  • Minimize uncertainty: Get an accurate and up-to-date picture of a company's financials and thesis to discover deal pitfalls early.
  • Scale your sourcing: Increase your sourcing capabilities and prioritize deals with the highest likelihood of success.
  • Increase your win-rate: Enhance your pitch conversion rates with insights into companies, market dynamics, and industry trends.
  • Stay ahead of deadlines: Access timely, well-organized insights curated by experienced professionals.

Key Benefits of Working with Vaulted Insights

  • Calls: One-on-one calls with C-level executives for exclusive, precise, and expert insights.
  • Company Snapshots: Private company profiling to support strategic business development.
  • Industry Screening: Identify potential assets in target markets based on your unique criteria.
  • Insights: In-depth reports on market size, competitive landscape, key trends, and more.
  • Executive Partnerships: Source the right experts, including former C-level executives and board members, to support you from origination through post-acquisition work.

Investment Bank Use Cases

  • Discover the right deal: Identify private assets in specific industries and sub-sectors earlier than your competitors.
  • Win the mandate: Validate the value creation thesis early in the process and increase the probability of executing the mandate.
  • Enrich your investment thesis: Gather the right insights to tell the right story.
  • Stay on top of companies and sub-sectors: Keep abreast of evolutions with unique insights on financial performance, competitor dynamics, and customer segmentation.

Frequently Asked Questions

What size of companies do you cover?

We can cover any private companies as long as the company has an EBITDA > GBP 1m.

What is your end-to-end process?

We leverage our expert network to identify and engage with former C-level executives of the target company. Our team conducts in-depth interviews, screens experts using tailored scripts, and synthesizes insights into high-quality reports. You can expect to receive the final report within 3 to 5 business days of your request.