Use case · Market size & growth

Understand the size of the opportunity.

Bottom-up market sizing built from third-party data and interviews with operators and buyers.

The deliverable

The full market sizing — or the few assumptions that must be true.

Modular by design: run the full market sizing and forecast, or pressure-test the one or two assumptions your model is most sensitive to.

Market definition

The obtainable market is a sixth of the headline figure — most of the gap is institutions that will never leave spreadsheets

TAM · Total addressable $16.8B
Every organization running the underlying compliance workflow, priced at benchmark spend per seat.
SAM · Serviceable $7.4B
Those above 200 seats, in served geographies, with an active budget line — 83,500 institutions.
SOM · Obtainable $2.9B
The share actively evaluating or dissatisfied with current provision within three years — ≈39% of serviceable spend.

These are example topics. What clients want to understand varies widely — we scope the module set around your questions.

How an engagement runs

White-glove service. Powered by AI.

All we need from you are your key questions. A project lead with prior experience at McKinsey, BCG or Bain runs the engagement end to end, with AI agents doing the legwork.

Scope of work
Signed-off
01 · Research plan & objectives

It starts with a call to understand the decision in front of you. An experienced project lead scopes the work for your sign-off.

LIVE
Expert interview in progress
02 · Data gathering

AI agents interview customers, competitors and operators in parallel — and gather the market data behind the question.

Quality checks · ID-146 / 6 pass
Insightfulness
Integrity
Coverage & depth
Authenticity
No MNPI
No PII
03 · Data validation

Every call is scanned by AI and reviewed by a human consultant — for quality, integrity, and no MNPI or PII.

04 · Analysis

Thousands of data points from interviews and research are converted into analysis that answers your key questions.

Draft · exhibit 12 of 34
✓ Approved↺ Revise
05 · Review & synthesize

Findings are framed and challenged by senior consultants. Nothing ships unsigned.

Net promoter · click a segment
18
29
53
“We ran a consolidation review last year and walked away — the workflow depth saves our analysts close to a day a week, and no one else got within…”
ID-14 · Head of Ops, mid-market · promoter
06 · Interactive report

A traceable, interactive report — every claim linked to its evidence, delivered in PPT and PDF.

The standard of evidence

Findings you can interrogate.

Every exhibit references its sources. Select a finding, read the evidence behind it — before you act on it.