Portico Advisers pinpoints actionable insights for our clients through a blend of primary and secondary research. We are experts at collecting valuable information directly from the source through surveys and structured interviews.

We synthesize our targeted qualitative research with Portico’s in-house data sources, as well as those of third-party providers. Our robust analytics provide an empirical foundation for the creation of winning strategies, and the development of engaging content that resonates with your target audience.

We work across four key service areas:

Collection


  • Customized Surveys
  • Structured Interviews
  • Proprietary Data

Analytics


  • Competitive Landscaping
  • Market Mapping
  • Investable Market Analyses
  • Industry Analyses
  • Organizational Performance
  • Stakeholder Analyses

Strategy


  • Firm Strategy
  • Investment Strategy
  • Joint Venture, Alliance & Investment Partner Identification
  • Customer Segmentation & Marketing Strategy
  • Globalization, Macro Trends & Thematic Strategies

Fundraising


  • Pitchbooks
  • PPMs
  • Firm Positioning & Key Messaging
  • LP Intelligence
  • Investor Presentation Coaching
  • Branded Content

Learn more about how Portico can deliver value to your organization.