How it works
PROV / watch

Every company, every quarter

Who could buy each company, how exposed it is to AI, and what its rivals did. Every point sourced.

Start a pilot See how it works
Quarterly report excerpt, one portfolio companyExample

Two acquirers bought similar compliance software in the last year, and one of them says in its annual report that it intends to keep acquiring in this niche.

Pricing is per supplier seat for document work that AI tools now automate, but retailers require their suppliers to join the network, which a new entrant can't copy quickly.

A direct competitor launched an AI document checker in September. Ask management whether customers have raised it.

This quarterQ4 2026
Likely buyers6, 3 strong
AI exposureMixed, 3 of 6
Competitor moves4 this quarter
New since last quarter1 new buyer
Questions for management8
Facts checkedThen reviewed
Logged13 Oct 2026
Next run Jan 2027
Companies6
Sources54
Claims checked180
Facts checked.Every number, date and quote checked against its source, then reviewed by a person.

Read

It starts with your portfolio

Send the list once. Each quarter it reads what's public about every company: filings, the company's own site, its buyers' and rivals' announcements, trade press.

Check

Three checks per company

Who could buy it, from the deals buyers have done and what they say they want; how exposed it is to AI, and where it could use AI itself; and what its competitors did this quarter.

Write

One report for the board

A summary for each company, what changed since last quarter, and questions for management. Open it in a browser or print it for a board pack.

Log

Logged, so next quarter shows what changed

A new buyer, a factor that moved, a rival that launched something. Each quarter builds on the last.

Check facts

Every fact checked, then reviewed

Every number, date and quote is checked against its source, and anything a source contradicts is fixed. A person reviews the report before it's sent. The sources themselves are graded too, and repeated misses become lessons.

The best companies are bought, not sold

Know who's circling years before you need a banker, and what else changed around each company.

Three checks, every quarter

For each portfolio company, one report with the evidence behind every point.

  • Who could buy it
  • AI threats and opportunities
  • Competitor moves
  • What changed since last quarter
  • Questions for management
  • Facts checked, then reviewed by a person

Buyers, in their own words

Strategic acquirers and PE firms that have bought companies like yours, what each says it wants, and comparable deals with terms only as disclosed. Updated every quarter, so relationships start years before a sale.

Research, not advice

Delivered done, no software to learn. It never values a company, never recommends a sale, never makes introductions and takes no fee on any deal.

How working together goes

  1. We scope it

    A short call sets exactly what gets covered: a watchlist, a set of filings, one real question. Agreed before anything starts.

  2. Done for you, from public sources

    We run the research on public information: filings, company releases, news and trade press. You get the finished report, with nothing to install or learn.

  3. You get a written report

    What it found, what cuts against it, and every source it read. No buy or sell call. One section is left blank for your own judgment.

  4. NDA first, always

    Signed before we see anything specific about your watchlist or your names. No exceptions.

  5. You decide what's next

    Act on it, ignore it, or come back with a follow-up. The report is yours either way, with no obligation to continue.

What this is, and what it isn't

This is

  • One sourced quarterly report covering every portfolio company
  • A running list of likely buyers for each company, with comparable deals as disclosed
  • AI exposure and competitor moves, with what changed since last quarter
  • Every number, date and quote checked against its source and reviewed by a person before it's sent
  • An early partnership. The first clients help shape what this becomes, with direct access to the person building it

This isn't

  • Investment or M&A advice, a valuation, or a recommendation to buy or sell
  • A banker. It never makes introductions and takes no fee on any deal
  • A forecast. It reports what's public today, not what will happen next
  • Software to learn. It's delivered as a finished report

Start a pilot

Send your portfolio list. It goes straight to the person who runs the research.

Start a pilot
grant02339@gmail.com