Thesis Validation That Compounds
Run 50+ independent customer interviews in 72 hours. Laddered to uncover the hidden drivers of churn, customer loyalty, and competitive vulnerability. Every insight searchable, compounded across your portfolio, and available before the legal team finishes the LOI.
Tell me about the moment you decided to switch providers.
Trust and transparency are the #1 decision drivers across all segments.
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What User Intuition Does for PE Teams
User Intuition is a customer due diligence platform that gives PE deal teams independent customer truth on deal timelines. Run 50+ structured customer interviews in 72 hours to validate loyalty, switching risk, and growth levers—then compound that intelligence across your entire portfolio.
Is customer stickiness real—or just contractual?
Interview 50+ customers across cohorts to determine whether they perceive real switching costs as a barrier, which segments feel the most lock-in, and whether retention is product-driven or merely contractual.
What's actually driving churn, and is it fixable?
Laddered interviews with churned, at-risk, and long-term customers uncover root causes: product gaps (fixable in 90 days), pricing structure (fixable in the 100-day plan), or fundamental market shift (not fixable at any multiple).
Does the management narrative match independent customer feedback?
Customers are recruited independently from a 4M+ panelist pool—never from lists provided by the target company. Blind AI moderation ensures honest answers about switching intent and competitive vulnerabilities.
Why Customer Validation Breaks on Deal Timelines
PE due diligence operates under brutal constraints: 4–8 weeks, $2–5M deployed, and a thesis that hinges entirely on customer willingness to pay and stay. Management provides a reference list. Your team calls three to five hand-picked customers. The financials show churn is accelerating, but not why.
Thesis Assumptions Go Untested
You assume margins will expand because customers are happy, assume churn will stabilize because the product improved, assume the brand is defensible because the sales team says so. None of these are pressure-tested against independent customer feedback.
Reference Calls Reveal Almost Nothing
Management-provided reference calls reveal satisfaction scores and maybe one objection. They don't uncover whether churn is driven by product gaps, pricing structure, or fundamental market shift.
Customer Concentration Risk Is Invisible
The target has grown fast by landing 3–5 large enterprise deals representing 35% of revenue. But are these flagship customers truly locked in, or one pricing change away from evaluating alternatives?
Traditional DD Takes Too Long
Consulting firms charge $75K–$150K and take 4–8 weeks. By the time you get results, the deal has moved on. You need customer truth on deal timelines, not consulting timelines.
No Compounding Across Deals
Each deal starts from zero. By deal four, you should have accumulated customer intelligence about how this market evaluates vendors. Instead, every thesis validation is a brand-new research project.
Measurable impact
What matters most to teams after switching to AI-moderated research.
Move from management claims to customer-backed conviction. Test assumptions about retention, switching costs, and brand defensibility with 50+ independent interviews.
Know which segments are fragile before you own them. Identify whether churn drivers are fixable (product, pricing) or structural (market shift, competitive displacement).
Start operating with customer validation, not guessing. Understand what customers actually want improved before your operating partner launches initiatives.
Portfolio-level intelligence accumulation. By deal four, your DD timeline compresses by 50% because you're validating hypotheses against accumulated customer data.
How private equity due diligence teams use User Intuition
72-Hour Thesis Validation Before LOI
Target 50 customers across cohorts (new, churned, at-risk, long-term). In 72 hours, test whether customers perceive switching costs as real, which segments feel lock-in, and whether churn drivers are fixable or structural.
Hidden Churn Drivers and Segment Risk
Interview churned, at-risk, and long-term customers. Laddered interviews uncover root causes: product gaps, pricing breakdown, or category disruption. Identify which segments are most vulnerable.
Commercial DD on Platform Acquisitions
Target customers from both companies to test consolidation willingness, feature priorities, and expansion opportunities. Interview non-customers to uncover product gaps a consolidation could fix.
Brand Perception and Loyalty Assessment
Run brand health studies among current customers, non-customers, and competitor customers. Quantify whether the brand is a true moat or a temporary advantage that will erode.
Customer Concentration Risk Assessment
Interview top 10–15 accounts on satisfaction, switching intent, and expansion plans. Interview 30–40 mid-market customers to understand loyalty at different revenue scales.
Exit Strategy Validation
Run a final study targeting customers on retention intent, expansion likelihood, and switching risk. Package as third-party validation for buyer due diligence, backed by 4+ years of Intelligence Hub data.
From deal question to diligence-grade intelligence
Design The Study
Every study starts with a research plan. Define your question — thesis validation, churn investigation, customer concentration risk, or 100-day plan input — and our AI builds the discussion guide, screener, and timeline tailored to PE deal timelines.
AI Conducts the Conversations
Each participant completes a 10–20 minute AI-moderated voice interview. Customers are recruited independently from a 4M+ panel — never from management-provided lists. The AI moderator probes deeper on switching intent, competitive vulnerability, and loyalty drivers.
Get Evidence-Backed Results
After interviews are complete, you receive a full research report with quantified findings, participant verbatims, and strategic recommendations — organized by customer segment, tenure cohort, and risk profile for direct integration into your investment memo.
Create Compounding Intelligence
Every study feeds your searchable Intelligence Hub. Query past due diligence across portfolio companies and deal flow. Surface cross-portfolio patterns and re-mine interviews for new insights — so your diligence capability compounds with every deal.
Built for speed and depth
Speed Built for Deal Timelines
Design today, launch within 48 hours, insights within 72 hours. Traditional consulting takes 4–8 weeks. You validate your thesis weeks before competitors.
Depth That Reference Calls Can't Match
30+ minute laddered interviews uncovering the why behind customer decisions. 50+ interviews stratified by segment, tenure, and geography—not 3–5 hand-picked references.
True Independence
Customers don't know who commissioned the research. Recruited from a 4M+ pool, never from management-provided lists. Blind AI moderation removes unconscious steering.
Portfolio-Level Compounding
Every interview indexed in your Intelligence Hub. Future deals leverage accumulated customer intelligence. DD timelines compress from 4 weeks to 72 hours by deal four.
Transparent Pricing
Per-interview pricing instead of $50K–$200K consulting retainers. Cost per insight drops dramatically as your portfolio grows and the Intelligence Hub compounds.
How it compares
- Consulting firms: $75K–$150K, 4–8 weeks, no compounding across deals
- Reference calls: 3–5 hand-picked, pre-coached, statistically meaningless
- User Intuition: 50+ independent interviews, 72 hours, portfolio intelligence that compounds
"By deal four, our DD timeline compressed from four weeks to 72 hours because we were validating hypotheses against accumulated customer data. The Intelligence Hub is now a core part of our investment process."
Managing Director — PE Firm
When AI Helps and When a Human Should Lead Due Diligence Research
AI-moderated interviews compress due diligence timelines — but some deal situations need human judgment.
AI-Moderated Interviews Excel At
- Rapid customer validation across 50+ interviews in 72 hours
- Consistent methodology across portfolio companies
- Churn driver and retention risk assessment at scale
- Competitive positioning analysis from buyer perspective
- Post-close 100-day plan validation research
- Building compounding intelligence across deal flow
Consider Human Moderation For
- High-stakes executive interviews with key accounts
- Sensitive relationship-dependent customer conversations
- Complex multi-stakeholder enterprise deal debriefs
- Highly regulated industry expertise requirements
- Management team assessment and leadership evaluation
- Strategic scenario planning with industry experts
Methodology refined through Fortune 500 consulting engagements.
Validate your next deal with independent customer truth
Whether you're validating a thesis before LOI, investigating churn at a portfolio company, or preparing for exit, get customer truth in 72 hours.
Start with one focused study this week. Design your research question and see how fast we deliver customer truth.
Discuss your deal pipeline, portfolio composition, and how the Intelligence Hub compounds across investments.
See a sample report from a PE-backed software company thesis validation.
No contract · Per-interview pricing · Results in 72 hours
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