Primary research · Private markets

Primary research,
at the speed
of the deal.

Ascentra lets private equity investors and M&A teams run customer research at scale, surveying, synthesizing and sharing insight on portfolio companies and targets in hours, not weeks.

30+
Hours saved per project.
5x
Faster vs. legacy solutions.
10K+
Queries analysed.
The problem

Primary research at scale is painful.

01 / MANUAL
Manual

Survey guides take a day to draft and another 1–2 days to review and finalise.

02 / REPETITIVE
Repetitive

Teams rebuild the same surveys in Word, over and over, instead of reusing what works.

03 / UNCODIFIED
Uncodified

Best practices need recirculation with every new class of consultants and analysts.

04 / BOTTLENECKED
Bottlenecked

Another 1–2 days are lost waiting for programming before the survey is live.

The product

Create. Field. Collect.

STEP 01

Create a study

ascentra · studio DRAFT
Ascentra
Reviewed thesis_memo.pdf Q3_pricing.docx
Two calibration questions before I draft: oversample decision-makers at firms >$50M? Include an NPS block?
You
Yes on oversample. Skip NPS; we have it from last wave.
Ascentra
Ascentra
Drafted 24 questions: screeners, willingness-to-pay ladder, open-response on switching costs. Logic and quotas compiled.
Launch study → Preview logic

Brief an agent trained on senior-consultant survey craft. Approve the draft and your study goes live in seconds.

STEP 02

Field responses

ascentra · fielding LIVE
47 / 60 4 calls in progress
  • MR
    Marcus Rodriguez VP Eng · Helix Labs
    On call
  • PK
    Priya Kapoor Director IT · Northwind
    On call
  • JW
    Jordan Wei CFO · Kettle & Co
    Complete
  • SN
    Sasha Nwosu Head of Ops · Ardent
    Complete

Voice agents call your respondent panel in parallel, probing with custom follow-ups and transcribing in real time.

STEP 03

Collect insights

ascentra · insights LIVE

Primary renewal drivers

top-3 factor · n = 60
Integrations 78%
Product quality 64%
Price 52%
Customer success 41%
Reporting & BI 27%
Why did integrations jump 11 pts Ask →

Real-time dashboards update as responses come in. Interrogate findings conversationally; every answer cites its source.

Full product walkthrough
In their words

What top M&A teams say about Ascentra

01

“There’s simply no reason why you wouldn’t use it. I had a colleague on a parallel diligence running a survey without it — he was extremely jealous.”

Management consulting firm

02

“In the past, you take what you can get, because you don’t have the time. Here we had the flexibility to spend more time getting to better outcomes.”

Management consulting firm

03

“Every N ties. Every output is aligned. To me, this is just a level of stress relief.”

Private equity firm

04

“A task that would take a whole day can take 10 minutes with Ascentra.”

Management consulting firm

05

“Impromptu, the partners said ‘I want to see the survey cut.’ It had been one day into fielding. If I had to do that manually, it would have been impossible to show them anything.”

Management consulting firm

06

“We were at happy hour last night and people said ‘Yeah, surveys take forever to do.’ This one didn’t because we had this product. Definitely super value-add.”

Private equity fund

07

“Survey stitching is a major improvement — we can add new respondents and questions seamlessly, with automatic flow-through to Excel.”

Strategy consulting firm

08

“Managing folks who have never done a survey typically becomes a drag on the project. Because of the ease of use of the tool, they could just jump right in and immediately be helpful.”

Management consulting firm

09

“I spent 20 minutes max getting the team up to speed — versus a four-hour sit-down session. Bypassing that entire step is incredibly appreciated.”

Management consulting firm

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