Which product from our catalogue fits each client, why now, and who decides?
The brief
The firm sells a long catalogue: investment incentives, transfer pricing, R&D centre advice, IPO readiness, valuation, data-protection compliance and more. The practical question for partners: for each client, which product fits now, why now, and who signs?
Headline numbersProduct and decision maker
Analyst viewProduct × client
Client-to-client linksSuggested approachTwelve clients: which product, which decision maker, why now. Names, logos and people blurred.
What we built
- Matched 12 clients from the firm's list against every product in its catalogue.
- Read public disclosure filings, interim activity reports, US filings, trade-registry notices, technopark and ministry announcements, and press.
- Collected every fact in two rounds: our algorithm and research team first, then each claim re-checked against an independent source.
- Named the decision maker and role for 10 of 12 clients, using only publicly listed contacts.
- Built a cross-sell map, a map of links between clients, and a fit list for the firm's packaged offers.
What the signals showed
An incentive certificate expiring, a large round through a US parent, owners weighing an IPO or sale.
The largest single campaign in the book, found on one row of the cross-sell map.
Nine current clients already match the packages' target profile.
How it ran
- 01Catalogue
61 product cards turned into matching rules.
- 02Research
Filings, registries and announcements read per client.
- 03Match
Product, timing and decision maker set for each client.
- 04Verify
A second round confirmed every claim independently.
What the firm got
Partners got a priority list with the product and the person for each client, and a first market for the packages inside the existing book.
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