Sell-Side Intelligence · Work With Us
Win the mandate before
competing banks build their pitch.
Crossover gives bankers independent customer evidence no competing bank has commissioned. The same research hardens your CIM, pre-answers buyer objections, and anchors buy-side conviction.
50%
Mandate win rate with Crossover
22+
J.P. Morgan engagements
$25B+
Transaction value supported
20+
Catalyst assets available same day
Mandate Win
“Having a Voice of Customer document was seen as a differentiator by the client. The findings from your report were a key part of the equity story materials we presented.”
Executive Director, J.P. Morgan
Sell-side mandate · $10B transaction
“Having a Voice of Customer document was seen as a differentiator by the client. The findings from your report were a key part of the equity story materials we presented.”
Executive Director, J.P. Morgan
Sell-side mandate · $10B transaction
Why This Works — The Multi-Sided Model
For Bankers
Win the mandate. Own the equity narrative. The research you commission becomes the proof layer that survives buyer IC.
For Operators
Find the gaps before buyers do. Build customer-backed evidence to close them. Enter the process on offense, not defense.
For Funds
Build conviction before the teaser drops. The same independent research the sell-side uses — neither side chose the respondents, so both sides can rely on it.
Crossover monetizes across the full transaction lifecycle — mandate fee, CIM enhancement, Catalyst resales, secondary diligence. No single party extraction means no single party’s agenda can corrupt the research. This is the structural answer to the conflict-of-interest question.
The Difference
What Changes When You Walk In With Crossover
| Without Crossover | With Crossover |
|---|---|
| ✕Pitch alongside 3–5 identical banks on relationship. No rational basis to choose you. | ✓Walk in with customer evidence no competing bank has commissioned. The room is already yours. |
| ✕Build the equity story from market research the operator already discounts. | ✓Build the equity story from independent verified customer data. The operator cannot challenge what they did not select. |
| ✕Bury weak spots and hope buyer diligence misses them before close. | ✓Find the gaps first. Surface them with independent research. Close them before diligence begins. |
| ✕Spend diligence defending terrain that should have been fortified before process started. | ✓Pre-answer every buyer objection with customer-backed evidence before the first meeting. |
| ✕Win on relationship. When a competitor brings independent proof, the relationship loses. | ✓Independent evidence cannot be replicated on any timeline. Walk in with proof. Walk out with the mandate. |
What You Get
One Methodology. Three Outputs.
Same independent source. Different framing for the audience that needs it.
Banker
Mandate Pitch Deck
Customer proof points that no competing bank walks in with. Crossover line of sight gives you the company before competing banks finish reading the teaser.
The banker enters the room knowing exactly what buyers will flag. And exactly how to answer it.
Operator
Operator Rebuttal + CIM
Surfaces weaknesses before buyers find them. Builds customer-backed evidence to close gaps proactively. Then hardens the CIM narrative around what the data actually shows.
Stop reacting to diligence questions. Find the gaps first, close them with evidence, enter the process on offense.
Investor
Customer Diligence Report
Build conviction on the asset before the teaser drops. The same primary research — independent by construction — that serves the sell-side serves your IC.
Independent evidence the sell-side can't curate. Bid with conviction on your own timeline.
Pricing: flat fee or outcome-based, structured to your transaction milestone. Consulting firms charge $100K+ to validate your thesis for one party. Crossover prices each stream separately because each stream is independent.
Three Ways to Start
Aligned to Where You Are in the Process
Option A
Live Mandate
You have a company and a process stage. We scope immediately to your diligence timeline and IC questions.
- Share company name and current process stage
- Immediate delivery if covered in Catalyst library
- Custom study scoped to your bid date if not
- IC-ready data before first-round bids close
Option B
Upcoming Pitch
You have a target company and a pitch date. We confirm Catalyst coverage immediately and scope to your window.
- Provide company name and pitch date
- Immediate Catalyst coverage check
- Production timeline confirmed vs. your window
- Report in pitch deck is the primary differentiator
Option C
20-Minute Call
You want to understand how Crossover fits your process. We walk through sample outputs and coverage options.
- Schedule a 20-minute call
- See live examples from the Catalyst library
- Understand custom study options and timelines
- Immediate answer: is your target already covered?