Crossover Research · The Intelligence Platform
The intelligence platform
for private and public markets.
Benchmark markets, commission Voice of Customer research, and turn live customer evidence into decisions that hold up in diligence, value creation, and exit.
The Model
A subscription to your intelligence edge and a member's door to primary research.
Your membership is a single access point into Crossover. Behind it is not a static library of other people's transcripts and filings, but live, deal-specific customer evidence your firm owns.
Always-on, AI-powered intelligence from continuous Voice of Customer signals.
- Benchmarks across NPS, retention and switching
- Competitive positioning against named peers
- Signal monitoring on the vendors and markets you track
On-demand studies scoped to the decision in front of you, at member pricing.
- Voice of Customer based on primary, first-party responses
- TAM and market sizing grounded in evidence
- Custom research built around a single live question
Live intelligence dashboard
The intelligence dashboard, live.
Every vendor in the corpus rolls up into a single profile: headline KPIs, the Voice of Customer summary, and where it sits against its category. The layout below shows the shape of that view.
See a live peer benchmarking studyCore profiles every vendor on advocacy, retention, and switching risk, drawn from a continuously refreshed interview corpus. The vendor, themes, and numbers above are an illustrative sample built to show the layout, not real client or vendor data.
The Studies We Run
Commissioned research, built on authentic Voice of Customer intelligence.
Primary studies straight from verified customers.
- Retention and churn drivers
- Switching behavior and competitive position
- Sourced from verified, named customers
IC-ready sizing grounded in primary signal.
- Bottom-up market sizing
- Built on primary signal and the corpus
- Structured for the investment committee
Bespoke studies around a single live question.
- Displacement maps and win-loss analysis
- Designed around one decision
- Tailored scope and deliverable
Human in the Loop
2.5 weeks, end to endAI runs the pipeline. Our team owns the answer.
Human-in-the-loop by design: AI automates the survey-to-insight pipeline, while Crossover analysts govern every output, validating edge cases, adding sector nuance, and turning raw customer signal into a clear, defensible deal story.
Value Creation
Turn the corpus into enterprise value.
The same primary customer evidence that wins a deal does not stop working at close. It compounds enterprise value across the hold and de-risks the exit, pointing operators at the moves that raise price, expand accounts, hold logos, and sharpen the go-to-market story a buyer will eventually test.
Where there is room to raise price without triggering churn, drawn from what customers tell us they value and would pay to keep.
The accounts and modules most likely to grow, so the team invests where the demand signal is already pointing.
At-risk logos and the drivers behind them, surfaced early enough to act before renewal conversations begin.
Positioning, ICP, and battlecards built from real buyer language, so the field sells the way customers actually decide.
The gaps to close before a process, scored against the evidence a buyer will test in diligence.
The Flywheel
Every engagement makes the next one sharper.
The work does not reset between mandates. Each study leaves primary evidence behind, the corpus thickens, benchmarks gain resolution, and the next read starts from a higher base. Sharper reads create more value, more value draws more mandates, and the loop turns again.
A mandate enters the system
First-party signal, captured
Sector coverage widens
Every read stands on the last
Stronger reads earn more work
A competitor starting today begins at the first turn. Crossover has been compounding for years.
See the full capability matrix
Capability Map
What we do for each client type, by workflow stage.
30 capabilities mapped to what each client type actually does, organized by workflow stage. Core is a primary offering with the full skill chain. Advisory is a supporting capability within an engagement. Available is accessible on request.
| Capability | Private Equity | Investment Banking | Public Equity | Corporate Strategy |
|---|---|---|---|---|
Sector & Market Mapping Living sector maps, competitive positioning, and market share across B2B software, vertical SaaS, infrastructure, and fintech | Core | Core | Core | Core |
Deal & Target Origination Bootstrapped and off-radar company discovery, pedigree scoring, proactive pipeline seeding | Core | Advisory | — | — |
Deep Company Research Autonomous 8-dimension profile: product, market, team, financials, competition, customers, risks, thesis | Core | Core | Advisory | Core |
Competitive Landscape Analysis Live claim verification, weekly battlecards, win/loss mapping, competitive positioning intel | Core | Advisory | Advisory | Core |
Portfolio Signal Monitoring Nightly sweeps: funding events, exec changes, distress flags, product launches across the coverage universe | Core | — | Advisory | — |
| Coverage | 5 Core | 2 Core · 2 Adv | 1 Core · 3 Adv | 3 Core |
| Capability | Private Equity | Investment Banking | Public Equity | Corporate Strategy |
|---|---|---|---|---|
Voice of Customer Study Full lifecycle: survey design, Qualtrics build, verified customer targeting, fielding, ingest, analysis | Core | Core | — | Advisory |
Verified Customer List Build 600+ verified customer orgs per study, multi-wave Cortex extraction, contact enrichment | Core | Core | — | Advisory |
9-Dimension Scoring & Benchmarking Structured scoring per respondent across NPS, retention, switching costs, and competitive fit, ranked by sector | Core | Core | — | Available |
Channel Checks 30+ structured buyer conversations, 48 to 72hr delivery, demand acceleration and competitive win-rate scoring | Advisory | — | Core | — |
Demand Signal Monitoring Continuous interview cadence across covered sectors; surface shifts before guidance revisions or earnings calls | — | — | Core | Available |
Win/Loss Research Structured buyer debrief programs, churn pattern detection, competitive substitution evidence | — | — | — | Core |
| Coverage | 3 Core · 1 Adv | 3 Core | 2 Core | 1 Core · 2 Adv · 2 Avail |
| Capability | Private Equity | Investment Banking | Public Equity | Corporate Strategy |
|---|---|---|---|---|
IC Simulation & Stress Testing Multi-agent IC committee, fund-persona adversarial review, objection forecast, rebuttal prep | Core | Advisory | — | — |
Adversarial IC Red Team 10-attack taxonomy, kill-shot analysis, CRITICAL and HIGH finding flags before any deliverable ships | Core | Core | — | — |
PE Diligence War Room Attack surface mapping, management prep, conviction-build sequencing, rebuttal roadmaps | Core | — | — | — |
Exit Readiness Scoring Portfolio-level scoring, hold-period IRR, process-readiness diagnostics, buyer-timing flags | Core | Advisory | — | — |
Public Comps & Valuation Live EV/ARR, NTM revenue multiples, Rule of 40, EBITDA comps | Core | Core | Core | — |
Financial Modeling 3-statement model, DCF, ARR bridge, scenario analysis, Rule of 40 dashboard | Core | Core | Available | — |
| Coverage | 6 Core | 3 Core · 2 Adv | 1 Core · 1 Avail | — |
| Capability | Private Equity | Investment Banking | Public Equity | Corporate Strategy |
|---|---|---|---|---|
Buyer Universe & Fund Scoring 11K+ pre-scored funds, M+F model, strategic acquirers, ranked and thesis-matched | Core | Core | — | — |
Deal Document Production CIM, IC memo, tear sheet, teaser, pitch angle sheet from canonical institutional templates | Core | Core | — | — |
Mandate Pitch Differentiation Fresh primary VoC research at pitch stage, evidence-backed mandate positioning | Advisory | Core | — | — |
Outreach Campaign Execution Multi-segment email campaigns, fund-level thesis personalization, cadence management | Core | Core | — | — |
Call Sheet & Meeting Preparation Institutional pre-call briefs, fund DNA profiles, decision-maker intel, anticipated Q&A | Core | Core | — | Available |
Transaction Readiness Pre-process VoC evidence package, narrative development, stress-tested before buyer conversations start | Advisory | Core | — | Advisory |
| Coverage | 4 Core · 2 Adv | 6 Core | — | 1 Adv · 1 Avail |
| Capability | Private Equity | Investment Banking | Public Equity | Corporate Strategy |
|---|---|---|---|---|
Go To Market Playbooks VoC-derived go-to-market playbooks: positioning, messaging, ICP refinement, and competitive battlecards | Core | Advisory | — | Core |
Short Thesis Validation Unblinded buyer dissatisfaction analysis, churn pattern detection, competitive substitution evidence | — | — | Core | — |
13F Convergence & Fund Intelligence 16+ hedge fund universe, 6-quarter history, convergence scoring, adversarial IC simulation | Advisory | — | Core | — |
Event-Driven Research Structured initial read within 48hrs of any market-moving event, proactive not reactive | — | — | Core | — |
Competitive Market Intelligence Cadence Weekly and monthly recurring briefings, battlecards, signal logs, action items per vertical | Advisory | Advisory | Advisory | Core |
BD Pipeline Intelligence Dormant account reactivation signals, mandate timing detection, nightly event sweep alerts | Advisory | Advisory | — | — |
Thought Leadership & Content Ghost-written market commentary, PE diligence takes, AI disruption analysis, content calendar | — | — | — | Core |
| Coverage | 1 Core · 3 Adv | 3 Adv | 3 Core · 1 Adv | 3 Core |
Scope your next live decision.
Tell us the company or market you are evaluating and we will scope the right mix of Core and commissioned research.