Fast, frictionless survey process for time-sensitive global due diligence

Challenge

A successful global alternative asset manager focused on controlling and significant-influence investments in middle-market companies, with billions in private equity assets under management, knows that writing surveys is an iterative process. The team gathers feedback from different stakeholders and improves the survey over time as it tests it — but doing iterations with survey providers can prove difficult, since it usually requires marking up a Word document and then waiting for changes to be implemented, with significant lead times in between.

Approach

So, the firm turned to IncQuery. For a large-scale diligence survey to understand consumer behaviors across multiple geographies, IncQuery provided full support — from allowing the team to work with multiple panels simultaneously, to project management, to building the survey and launching quickly. The team tracks responses in real time, then flags and weights different panel providers as necessary. IncQuery's survey-cutting tool gives the firm preformatted data for each survey question, enabling quick analysis.

Outcome

Now, the firm has a partner that speeds up the survey process by 50%. Each step is optimized: surveys are coded seamlessly, launched smoothly, and analyzed quickly. Even under tight deadlines, data quality is uncompromised. When surveys are a key part of the investment thesis and decision-making process, that kind of reliability matters. With IncQuery, always be sure™.