Test the story behind the numbers
Company-reported metrics are essential but bounded by the company's own systems and definitions. An outside-in behavioral view can test whether market attention is broadening, acquisition sources are durable, and customers consider meaningful alternatives.
BGraph organizes these signals around the investment question, target company, market, and comparison set.
- Category and brand demand trends
- Audience acquisition and downstream paths
- Competitive overlap and substitution
- Repeat research and consideration behavior
Use cases across the deal lifecycle
Behavioral data can support screening, commercial due diligence, portfolio monitoring, and exit preparation. The scope and cadence change with the decision.
- Screen markets for digital momentum
- Validate a target's position in customer journeys
- Track leading indicators for portfolio companies
- Benchmark growth against relevant peers
Evidence with explicit boundaries
Every analysis begins with clear domain sets, time windows, markets, and behavioral definitions. This makes the findings auditable and reduces the risk of overstating what a single signal means.
BGraph sits alongside financial, operational, customer, and expert evidence. Each source answers a different part of the investment question.