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The Enquire Edge for VC Investors and Board Members
Company updates and board decks answer the questions management has already asked. The harder and most important questions, the ones that could affect a company's trajectory are rarely asked or investigated ahead of the meeting. Enquire exists to solve this problem.
Read post ConsultingWhat is Intelligence Part II
From Information to Understanding In Part I, I argued that the central challenge facing investment professionals is no longer simply gaining access to information. It is determining what, among an expanding universe of available information, actually matters to the decision at hand.
Read post Private EquityWhy Enquire Is the Ideal Research & Diligence Partner Across the Private Equity Lifecycle
Built around the way experienced private equity investors and operators work, Enquire delivers deeply researched, fully provenanced insights, frameworks, and outputs that are ready to be put to work.
Read post ConsultingWhat is Intelligence? Part I
When More Information Isn’t the Answer Intelligence has become one of the more elastic words in modern business. There is market intelligence, business intelligence, competitive intelligence and consumer intelligence. Retailers use increasingly sophisticated systems to predict what customers will buy. Streaming services anticipate what viewers might want to watch. Financial platforms collect, organize and analyze enormous volumes of market data. And artificial intelligence has introduced an expanding category of products promising some form of intelligence on demand.
Read post ConsultingScenarios Fail When No One Tracks the Signposts
A vivid set of alternative futures can improve a strategy workshop and still have no effect on the strategy. The operating asset is the system underneath the stories: assumptions, observable signposts, owners, decision thresholds, and…
Read post Public EquitiesThe AI Trade Is Becoming an Electricity Thesis
AI demand does not become revenue merely because customers want more compute. Increasingly, analysts need to understand whether power, grid access, permitting, flexibility, and geography allow that demand to become energized capacity,…
Read post ConsultingPolicy Signal or Political Noise?
The value of an early policy signal is not that it arrives before everyone else. It is that the signal can be connected to a plausible mechanism, independently corroborated, and translated into a decision threshold. Without those tests,…
Read post ConsultingHow Many Expert Interviews Are Enough?
There is no defensible universal interview target. The right sample depends on what the team needs to learn, how heterogeneous the market is, how much depth the decision requires, and whether the research has seriously searched for…
Read post Private EquityLonger Holds Need a Different Information System
Extended ownership is not only an IRR problem. As a private-equity hold stretches, the external assumptions behind the investment and eventual exit can decay even while management executes the operating plan. Sponsors need a research…
Read post ConsultingThe Cost of Starting Every Research Question From Zero
Most firms retain research outputs but lose the reasoning that made them useful. The reusable asset is not the old report; it is the chain connecting the question, assumptions, evidence, disagreement, decision, and what happened next.
Read post ConsultingA Regulatory Calendar Is Not a Strategy
The date a rule applies tells a company when its legal obligations begin. It does not tell executives how those obligations will reach the business. Regulatory strategy requires a second map: authority, capacity, guidance, complaints,…
Read post Public EquitiesThe Thesis Is a Hypothesis, Not a Narrative
An investment narrative can explain why a position makes sense. It is much worse at telling a team when that view should change. Before capital and identity attach to a thesis, decompose it into assumptions, evidence tests, and explicit…
Read post Private EquityThe Investment Committee Needs a Rival Case
A skeptic reacting to the sponsor’s thesis is not the same as independent challenge. For consequential investments, committees should build a rival explanation before discussion begins, then make the evidence discriminate between them.
Read post ConsultingWhen the First Draft Is Cheap, Evidence Becomes Premium
AI is compressing retrieval and synthesis faster than it is eliminating uncertainty. Consulting firms should redesign delivery around verifiable evidence, field validation, and named accountability, not output volume.
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