The research layer that spans
the full transaction lifecycle.

Independent primary research. Wins mandates for bankers, hardens CIMs for operators, builds buy-side conviction for funds. Same data. Neither side chose the respondents.

Six Capabilities

Built for Every Stage

The Problem

You are pitching alongside 4 other banks with identical decks. The client has no rational basis to choose you.

→

Crossover Answer

We deliver a pre-engagement intelligence package before your pitch. Independent customer evidence, competitive vulnerabilities, equity story framing — before competing banks finish reading the teaser.

Win the mandate before the pitch meeting starts

Pre-Pitch Intelligence Snapshot

Verified customer universe, ARR proxy, competitive vulnerabilities, and one anchoring verbatim in under 48 hours. In the room before competing banks finish reading the teaser.

Catalyst Same-Day Access

If your target is in the Catalyst library, 30-100+ verified respondents across 9 benchmark dimensions are available same day. Research competitors would take 6 weeks to commission, delivered before your pitch.

Competitive Moat Assessment

Switching cost evidence, replication difficulty, and retention signals from verified respondents. If the moat does not hold under primary research, you know before the CIM reaches buyers.

Customer Universe Discovery

Verified customer base mapped from 30+ public signal sources — 350-600 organizations with enriched contacts. Built before a single interview is commissioned.

Sample Research

Catalyst Studies

SENTINEL · Cybersecurity MDR

Red Canary

9.0 NPS · 8.8 replication difficulty · 75+ respondents

View Study →

FORTRESS · Network Infrastructure

BlueCat Networks

9.0 mission criticality · 1.9 switching intent · 55 respondents

View Study →

Crossover Catalyst

The first dual-sided intelligence product for banked transactions.

“The same infrastructure that wins mandates for bankers identifies the next great asset for funds.”

Every sell-side mandate produces primary research that is verticalised into dual-sided intelligence. The sell-side deck becomes the baseline for buy-side thesis development. The economics distribute across the ecosystem — no single party pays consulting-firm rates.

Dual-Sided Intelligence Model

01

Bank mandates Crossover

Sell-side deck, mandate differentiation

02

Research produces verified customer truth

Independent respondents, Core 9 methodology

03

Intelligence verticalised for each audience

Banker equity story, operator CIM, fund thesis

04

Catalyst resales compound the asset

Select funds, 6-12 months early, same data

No single party pays consulting-firm rates because no single party carries the full cost.

Proof — Both Sides of $500M

J.P. Morgan engaged Crossover on the Nerdio Series C. Sell-side line of sight revealed a high-conviction asset. Crossover formed a fundamental view and alerted select funds.

GA took a 30-minute call, commissioned secondary diligence. It held. $500M at $1B+.

10assets — identity locked until access granted

Transacted assets unblinded post-close. Active assets remain code-named.

Asset	Category	Key Metric	Status
PRIME Identity locked	Compliance & Risk Management Contractor Compliance	9.4/10 Renewal	Active
SENTINEL Red Canary Hover to reveal	Cybersecurity MDR Managed Detection & Response	9.0/10 NPS	Transacted
FORTRESS Identity locked	Enterprise Network Infrastructure DDI — DNS/DHCP/IPAM	8.7 vs 7.6 Satisfaction vs. Incumbent	Active
TITAN Identity locked	Vertical SaaS — Real Estate Property Management Platform	8.9/10 Mission Critical — Highest in Portfolio	Active
BRIDGE Identity locked	Enterprise GRC Board Management & Governance	96% Board Penetration	Active
PRISM Identity locked	Enterprise Productivity Presentation Intelligence Software	3-5x Pricing Headroom	Active
APOLLO Identity locked	Vertical SaaS — Education Parent Engagement Platform	$13.3M ARR · 94% GRR · 23-26% Growth	New
VANGUARD Identity locked	Enterprise SaaS Emergency Mass Communication	8.8/10 Mission Critical · Revenue 2x YoY	Active
FLYWHEEL Nerdio Hover to reveal	Cloud Management SaaS Microsoft Azure Virtual Desktop Management	9.2/10 Mission Critical	Transacted
UTILITY Conservice Hover to reveal	Vertical SaaS — PropTech Utility Management & Billing	8.6/10 Switching Difficulty	Transacted

Same-day if covered · 14-day custom if not · $10,000 per report

Ready to see it on your next mandate?