Predictive analytics & forecasting
Estimating what might happen, how likely it is, and what would change the outlook. We are interested in forecasts that can be checked against outcomes and improved over time.
AI · Machine learning · Data
Intelligence for
a changing world.
We explore how AI, machine learning, and data can help people understand change, challenge assumptions, and make informed decisions. Our interests span markets, business growth, and the way people work.
THE RESEARCH LENS
What changed.
Why it matters.
What to look at next.
DataResearchContext
Analysis & judgmentConnect the evidence. Test the explanation.
Areas of interestInvestment researchGo-to-market intelligenceBusiness decision-making
From information
to understanding.
The interesting work happens where research, models, and real-world context meet. These are the areas we keep coming back to.
AI & data intelligence
Connecting structured data with documents, news, and research. Looking for patterns that hold up when examined in context, with a clear trail back to the evidence.
Alternative data
Exploring what sources such as job postings, product activity, and public records can reveal about a changing business or market. Coverage, bias, and relevance matter as much as novelty.
LLMs & AI systems
Building and evaluating ways for language models to find information, connect ideas, and support useful workflows. Keeping sources accessible and human judgment part of the process.
Areas of explorationQuestions we
Questions we
care about.
A specific question gives the work direction. Here are a few examples of the problems that interest us.
Investment research
Organizing evidence, comparing explanations, and assessing how changes in markets or businesses could affect an investment thesis.
What could change an investment thesis?
Compare a company’s stated priorities with hiring, product activity, and reported results. Look for evidence that supports the thesis, as well as developments that could undermine it.
Research synthesis · Scenario analysisGo-to-market intelligence
Understanding how a market is structured, what customers need, and where further research could reveal an opportunity.
Where are customer needs shifting?
Bring together customer language, changes in a market, and signs of investment. Investigate which needs recur, who experiences them, and whether existing products address them.
Market mapping · Customer understandingBusiness decisions
Helping people find relevant information, compare options, and spend less time on repetitive analytical work.
Which work would benefit from AI?
Start with a real workflow and its bottlenecks. Try a small change, measure the time saved and errors introduced, and decide where human review remains essential.
Workflow experiments · EvaluationOur approach
How we work.
We start with a question we can investigate and an idea we can test. Small, useful experiments help separate a promising demonstration from something worth relying on.
Define the problem
Understand who is making the decision, what information is missing, and what a useful answer would let them do.
Make assumptions visible
Keep evidence separate from interpretation. Make the sources, assumptions, and limitations easy to inspect.
Test and revise
Check the result against the original question and actual outcomes. Revisit the explanation when the evidence changes.
Contact
Get in touch.
Have a question about AI, data, or a shared research interest? Send us a message.