Access to the right expertise can unlock real value. IDR connects best-in-class financial firms with fresh, hard-to-reach experts who inform key theses and offer original perspectives. We support diligence assessments across companies, markets, technologies, and emerging risks. Unlike legacy networks, our experts aren't recycled; they're individually sourced, less picked over, and more likely to provide fresh perspectives. With speed, precision, and care, we help you move quickly, dive deeper, and make better-informed decisions.
Examples are illustrative, not exhaustive.
Validate market size, customer criteria, and business models through direct expert input.
Support scaling, margin improvement, and operational excellence across holdings.
Explore market feasibility, assess emerging tech, or evaluate company-specific risks and opportunities.
Benchmark against market leaders and challenger brands on pricing, product innovation, and positioning to inform strategic direction.
Identify efficiencies through supply chain optimization, target operating model (TOM) development, and cost structure.
Anticipate macroeconomic shifts and navigate complex global compliance environments.
Expert Interviews:
Moderated or self-led, including in-person meetings, panels, or site visits
Compliance & Policy:
Legal and regulatory expertise to navigate complex environments
Surveys:
Quick pulse check to understand purchasing decision behavior, product adoption, and sentiment
Benchmarking Studies:
Compare pricing power and models, and go-to-market strategies
Advisory Boards:
Custom groups for recurring input or one-off strategic sessions
Masterclasses & Retreats:
Expert-led sessions for internal teams, investors, or portfolio companies
This case study demonstrates how IDR partnered with a claims management company to deliver insights to enhance asset value through optimized securities class action recovery strategies
Dedicated project leads, 24/7 access, with support tailored to your brief. Each client gets a primary and secondary point of contact to ensure seamless coverage.
Our internal framework, aligned with ISO 27001, adapts to your needs. It supports industry-specific standards like GDPR and HIPAA, so you're protected at every step.