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Research Dossiers/For Fractional Executives

Board-ready research,
delivered in days — not weeks.

Competitive intel, market analysis, and due diligence, built the way investors actually evaluate them. Starting at $197. No retainer required.

24–48 hour Quick Brief 3–5 day Standard Dossier 7–10 day Deep Dive
01
What it looks like

A dossier reads like a memo, not a deck.

Board-ready prose, reconciled numbers, named sources, explicit red flags. Every claim is traceable. Cherry-picking is not a methodology.

Illustrative sample · not a real client
Dossier Intel · Standard DossierPg. 01 / 22
Prepared for Helios Labs · Board Brief · Q2 2026

Competitive Landscape Assessment: Mid-Market Manufacturing Cybersecurity

Engagement #DI-0412 · Analyst: K. Reeves · 19 Apr 2026
01

Executive Summary

  • Vantiq leads the weighted board (4.00/5) on product depth and brand, not price. Helios ranks #2 at 3.58.
  • Pricing is the only category Helios owns outright; Product and GTM are the closable gaps this quarter.
  • Competitive parity flattens in ~18 weeks if the roadmap slips Q3 — the pricing advantage erodes with it.
02

Market Sizing — Reconciled

Top-down and bottom-up reconciled within 6%, reported at midpoint.

TAM
$8.2B
SAM
$1.4B
SOM · 3 yr
$96M
03

Risk Flag — Commercial

Single-customer concentration. Top 3 accounts = 41% of FY25 revenue. Any thesis that assumes multiples > 6× needs to pressure-test this before the term sheet.
DI · 0412Confidential draft
Dossier Intel · Standard DossierPg. 07 / 22
04

Competitive Matrix — Weighted

Six categories, weights sum to 100%. 1 = well behind, 5 = best-in-class. Ranking is weighted, not averaged.

RankCompanyProduct 28GTM 22Price 15Score
01Vantiq5434.00
02Helios · you4343.58
03Northwind3343.37
04Orbital2453.01
05

Gap Analysis — Category

Product
−1
GTM
−1
Pricing
+1
Brand
−1
Team
0
Finance
−1
06

Sources & Methodology

SEC 10-K / 10-QUS Census — NAICS 334BLS Industry DataUSPTO filingsTrade publicationsPublic job postingsCompany disclosures

Market sizing triangulated top-down (BLS industry data) against bottom-up (unit × ACV). Competitive scores calibrated on public benchmarks; weights normalized to 100%.

DI · 0412Confidential draft
02
Who this is for

Execs walking into rooms they can't walk into under-prepared.

Fractional CFOs
Going into a board meeting without a clean competitive read.
→ Quick Brief
Fractional COOs
Building an M&A thesis without institutional-grade DD capacity.
→ Deep Dive
Fractional CMOs
Sizing a new segment without the Gartner budget.
→ Standard Dossier
Founders & GMs
Making a market entry call without the six months to research it.
→ Standard Dossier
05
Service tiers

Three engagements. One methodology.

All tiers use the same sourcing discipline and the same matrices. Depth scales; standards don't.

Quick Brief

Prep the meeting.

$197/ brief
Turnaround24–48 hrs
Length4–6 pages

The call's on Thursday. You need a clean read on the company and its top three competitors by Wednesday. This.

  • Company snapshot + top-three competitive scan
  • 3–5 strategic insights you can act on
  • PDF + Excel working file
Start a Quick Brief →
Deep Dive

The investable thesis.

$997/ engagement
Turnaround7–10 days
Length30–50 pages + Excel appendix

Full DD against the 5 canonical categories. Meant to land next to a term sheet or a board packet, not beside it.

  • Everything in Standard Dossier
  • 5 DD categories: business, financial, legal, commercial, operational
  • Regulatory and risk analysis
  • Financial benchmarks
Start a Deep Dive →
06
What's inside a dossier

Five sections. Every time.

The anatomy doesn't vary by tier — only the depth does. A Quick Brief is this, compressed; a Deep Dive is this, extended.

01

Executive Summary

Board-ready findings with a recommended action. No hedging, no "on the other hand."

1 page
Top of doc
02

Market Context

Sized market, growth trajectory, reconciled top-down and bottom-up. TAM/SAM/SOM with the math shown.

3–6 pages
Sourced + dated
03

Competitive Position

Weighted matrix, category gaps, named blind spots. Scores calibrated on public benchmarks and disclosures.

4–10 pages
6 categories
04

Risk & Red Flags

What would kill the thesis. Severity-ranked, with mitigation notes. Separate red-flag memo on Deep Dive tier.

2–4 pages
Severity-ranked
05

Methodology & Sources

Every claim traceable. SEC filings, Census (NAICS), BLS, USPTO, trade publications, public job postings — listed, dated, linked.

1–3 pages
Full trail
07
FAQ

What we get asked most.

Quick Brief: 24–48 hours. Standard Dossier: 3–5 business days. Deep Dive: 7–10 business days. We confirm the clock starts once scope is locked — usually the same day you pay.
Real dossiers are client-specific and confidential, so we don't publish them. The illustrative spread above is representative of structure, density, and voice. Sample excerpts available on request.
Public data and primary sources: SEC filings (EDGAR), US Census (NAICS), Bureau of Labor Statistics, USPTO patents, trade publications and industry associations, public job postings, company disclosures, and product review platforms. Every claim has a named source.
Those are expert networks and subscription analysts — great for $5K–$50K engagements and annual contracts. We're productized research for fractional execs: fixed scope, fixed price, delivered in days. Different instrument, different budget.