Actionable
Market Diligence,
Delivered at Deal
Speed

Structured, first-hand customer insights for private equity firms investing in software.

Customer voice summary document with deal details, marked confidential, and a timeline of 5-7 days.
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Trusted by leading private equity & growth equity firms

Speed Matters in Deal-Making

Surveys and panels deliver generic data, not decisions. When timelines compress, you need verified customer insight fast.

Traditional Research 4–6 weeks
Keystone 5–7 days

From Real Conversations to
Decision-Ready Insights

Define the Deal Hypotheses

Align on what drives value: retention dynamics, product differentiation, pricing power, market positioning, and greenfield opportunity.

1

Engage Customers Directly

Structured conversations with decision-makers in your target market; qualitative insight with quantitative discipline.

2

Deliver Actionable Findings

Concise, decision-ready reports with clear implications for growth, staying power, risk, and valuation.

3
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What You'll Receive

Decision-ready reports built for deal-making.




Customer Voice Summary

Real quotes, themes, and sentiment by persona.




Retention Risk Assessment

Renewal intent, churn signals, and drivers of satisfaction.




Pricing & Value Analysis

Perceived ROI, pricing power, and expansion readiness.




Competitive Positioning Map

Customer-based comparison vs. key rivals.




Investment Implications Summary

Explicit links from insight to valuation/model assumptions.




Growth Opportunity Assessment

Upsell potential, feature gaps, and expansion vectors identified by customers.

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Sample Market Study

Excerpts from a 40-page detailed report on the EHR market.

Robust Respondent Demographics

Gain a well-rounded, evidence-based view of market dynamics that supports more confident investment theses in fragmented or evolving sectors.

Slide titled 'Robust Voice of Customer Coverage: Respondent Demographics' showing an overview of survey participants including decision-maker access, company profiles, geographic representation, and financial range. Contains pie charts of customers by number of employees, companies by region, customers by annual revenue, and companies by specialty.

Analysis Of Market Opportunities

Identify unmet customer needs and prioritize investment targets with the greatest potential for value creation and strategic differentiation.

Slide titled "Provider Dissatisfaction Signals Market Opportunity for EHR Replacement" showing a pie chart and bar graph. The pie chart indicates market readiness with segments: 3 for currently in the market for a new solution, 5 for does not like current but not in market. The bar graph shows job titles with counts: CEO (23), Executive Director (15), Director of Operations (7), and others with fewer counts.

Detailed Customer Case Studies

Leverage first-hand customer conversations to uncover market realities and identify nuanced growth drivers.

Slide titled 'EHR: Prospect and Customer Insights' displaying company, specialty, employee count, revenue, location, job title, current EHR system, years using it, RCM status, and prior system. The right side has a section titled 'Respondent Communications' with bulleted text on background, pain points, comparisons, and future needs, set against a blue background with a logo in the lower right corner.
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Why Leading PE Firms Choose Keystone


Actionable Insights

Every finding ties directly to investment implications — direction, not just data.

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Deal-Speed Execution

High-quality diligence delivered in days, aligned to competitive processes.

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Software Expertise

SaaS-specific frameworks for renewal behavior, stickiness, and buyer dynamics.

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Investor-Grade Rigor

Findings formatted for IC memos and models, with strategic clarity on value

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Clarity and Confidence in Every Investment

Turn real customer intelligence into faster, higher-conviction decisions.

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