Heron Intelligence works with institutions where the cost of being wrong is measured in hundreds of millions — private equity and credit funds, hedge funds, asset managers, family offices, and the advisors and boards who support them.
Our coverage follows their questions. Sector depth is built from repeated engagements rather than declared in advance, which is why the areas below reflect where our primary-source network runs deepest today.
The constant is not the sector. It is the standard of evidence.
We partner with the world’s most demanding institutional investors — including 8 of the 20 largest private equity firms and 7 of the 10 largest hedge funds — across more than 80,000 completed interviews.
Select a client type
Private equity & creditManagement and business diligence from a "sniff test" in early rounds, to exhaustive diligence in LOI, through talent and ongoing portfolio monitoring and support.
You are underwriting a control or credit position and will inherit the management team. The team is the largest risk most deals never diligence.
Data rooms and management presentations are curated. The people who know how a leader actually operates, former direct reports, peers, board members, are hard to reach and rarely on an expert-network roster.
Idea generation, faster time to decision, differentiated research insights — and greater conviction to size and hold.
Concentrated, high-conviction books where the edge is a variant view and the timing of a catalyst, not access to consensus data.
Consensus is already in the price. Expert-network interviews are often 90+ days stale by the time they reach you, and they were designed around whoever was available, not around your thesis.
Factor development and model training, powered by 80,000+ structured transcripts as programmatic input.
Systematic and AI-driven strategies that need clean, structured, historical primary data as a model input, delivered programmatically rather than as PDFs.
Primary research has historically been unstructured, low-frequency, and impossible to backtest. The management factor has been under-exploited for exactly that reason.
Market validation at diligence speed.
Pre-term-sheet diligence on founders and early leadership, plus fast market and customer validation, often on a compressed timeline.
Public data on private companies and first-time founders is thin, and traditional reference checks are curated by the founder. You need candor, and you need it in days.
The same rigor we bring to investors, applied to your organization, your market, and your competitive set.
Corporate leadership teams and the advisors who serve them, applying institutional-grade primary research to internal and competitive decisions rather than to a securities trade.
Objective, senior-level intelligence about your own organization, your competitors, and your market is hard to gather internally and easy to bias.
Heron Intelligence work spans sectors where human behavior, governance quality, and execution risk materially influence outcomes. Coverage reflects areas of repeated diligence and primary-source depth developed through sustained investigative mandates. Sector coverage evolves with client mandates and market activity. Representative sectors include:
Whether you need a due diligence project, access to transcripts, or a platform demonstration, our team will respond quickly.
Talk to our team →Media inquiries, please email media@heron-intelligence.com.