Benchmarking, screening and due-diligence research for strategy, investment, advisory and risk teams
Where to grow.What to improve.Which risks to act on.
15Rock delivers research through our own platform and expert analysts. We benchmark performance, screen targets and assess risk against your criteria, and hand back the evidence, the value-creation priorities and the questions worth pursuing next.
Research in practice · Illustrative examples
Should we build, buy or partner?
You sentThe options, constraints and the internal facts we may use.
What came back
| Option | Evidence for | Key assumption | Work to test it | Confidence |
|---|---|---|---|---|
| Build | Existing capability; slower to scale | Hiring at pace | Capacity plan against internal data | Confidence · medium |
| Buy | Two candidates fit the criteria | Price within range | Company briefs on both | Confidence · medium |
| Partner | One partner covers the region | Exclusivity acceptable | Terms review | Confidence · low |
Analyst notePartner stays low-confidence until the terms are reviewed.
Where does this issuer need a closer look?
You sentYour risk framework, the issuers and the permitted inputs.
What came back
| Your criterion | Evidence found | Gap | Status |
|---|---|---|---|
| Physical exposure at main sites | Site disclosures; public hazard map | Two sites unlocated | Specialist review |
| Transition plan | Annual report | None | Confidence · high |
| Disclosure quality | Regulatory filing | Supplier emissions basis partial | Confidence · medium |
| … and each other holding in the portfolio | |||
Analyst noteTwo sites are unlocated. Specialist review is needed before scoring.
Research delivered to teams at
Finished work for strategy and risk teams at the organisations below, from our platform and analysts. Client names stay confidential.
A Big Four consulting firm
A leading Canadian institutional investor
Global banks & insurers
Global enterprise & manufacturing teams
Who it is for
What are you working on?
A target screen, a benchmark, a business case or a portfolio review: start with the decision in front of you.
01 · Strategy teams
Find the value worth pursuing.
For deal teams, operating partners, corporate strategy and advisers.
Screen markets and targets, benchmark performance against the right peer set and compare strategic options. Focus effort on the value-creation opportunities that fit your thesis.
- 01Compare strategic options
Build, buy or partner, compared on one basis with the business case for each.
- 02Screen targets and prospects
Turn a long list into a shortlist scored on your criteria, with the evidence beside each score.
- 03Find value-creation opportunities
Benchmark margins, costs and working capital against peers to find the levers worth testing.
Selected experience140 → 12Site-by-sitePeer-benchmarked
02 · Risk teams
Know where to look closer.
For risk, credit and sustainability analysts.
Assess companies and portfolios against your own risk framework. See the exposure, the evidence behind it and what needs specialist review before the committee.
- 01Assess portfolio exposure
Apply your framework across holdings, with evidence and gaps made clear.
- 02Understand a borrower or issuer
A company deep dive with peer context and the questions to raise before a credit decision.
- 03Investigate emerging risks
Explore how industry, supply-chain and policy changes could affect your position.
Portfolio change reports
Focus each portfolio review on what changed since the last one and which holdings need a closer look.
Selected experienceMacro → issuerPortfolio-wideBorrower-level
Advisory firms and investors work from both.Advisory firmsInvestorsAll capabilities and workflows
One platform
Your criteria. Our platform and analysts. Research you can take into the room.
We agree the scope and the peer set, the platform gathers and structures the evidence, and our analysts challenge the findings. You receive reviewed analysis in the documents, spreadsheets and slides your team already uses.
- 01
Your method
We agree the question, criteria and scope with you before work starts.
Available nowScope note · illustrativeIllustrative- Decision
- Which targets to approach first
- Universe
- The list you provide, or the filters that define it
- Criteria and weights
- Market fit (high) · Financial profile (medium)
- Formats
- Spreadsheet with editable weights, plus a short brief
- Delivery
- Date agreed before work starts
- 02
Company and industry research
Our platform gathers evidence to compare companies, markets and peers.
Available nowSources used · Company A · illustrativeIllustrative- Annual report — Company A
- Investor presentation — Company A
- Trade press
- Your criteria sheet
- Management accounts — not provided
Nothing is cited that is not on this list.
- 03
Expert analysis and review
Our analysts test the findings, explain the implications and flag what remains unverified.
Available nowAnalyst review · illustrativeIllustrative- Flagged
Analyst
Challenges the ranking; checks peers and calculations; flags what could not be verified
“Company D: financial profile unverified; keep it flagged.”
- Pending
Your team
Picks the targets; re-weights if the conversation changes
- 04
Working deliverables
A concise brief with sources and supporting analysis, in the documents, spreadsheets or slides you need.
Available nowDeliverables · illustrativeIllustrative- Brief
- Document, read in one sitting
- Shortlist or benchmark
- Spreadsheet, weights and peer set editable
- Committee version
- Slides, on request
- Delivery
- Date agreed before work starts
Start with one research question or discuss a recurring review.
More than search, more than a chatbot: reviewed analysis on your criteria.
Industry context
Explore your industry.
See the questions we investigate in your sector.
- Energy & utilities
Compare asset economics, operating performance and transition options.
- Financial services
Benchmark banks and insurers, and assess investment holdings.
- Retail & consumer
Investigate growth opportunities, margin pressures and cash tied up in inventory.
- Industrials & defence
Assess supplier capabilities, production constraints and market demand.
- Technology & telecoms
Compare products, business models and performance against peers.
- Healthcare & life sciences
Investigate service capacity, funding pressures and supply constraints.
- Public sector
Compare service needs, resources and infrastructure priorities.
- Advisory & professional services
Prioritise prospects and prepare for pitches and client engagements.
Or start from your team:Advisory firmsInvestorsStrategy teamsRisk teams
Anonymised engagements
Research used in real work.
Anonymised examples of delivered research—not measured financial outcomes.
Strategy
- 01
140 → 12
A Big Four consulting firm ranked ~140 organizations into a ~12-target priority shortlist.
- 02
Site-by-site
Outside-in financial models for energy and industrial assets — built without internal company data.
- 03
Pilot → annual
A leading institutional investor expanded from a pilot to an annual engagement.
- 04
Peer-benchmarked
A leading life & health insurer's benchmarking, delivered against a defensible peer set — every comparison source-linked.
Risk
- 05
Macro → issuer
Repeatable decarbonization and physical-risk screening across a portfolio, every rating source-linked.
- 06
Portfolio-wide
Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.
- 07
Borrower-level
Outside-in, source-linked value scans across a direct lender's loan book — built without internal borrower data.
Start with one question
What’s your next move?
Bring us a target, a peer set, a market or a business question. Let’s discuss the research that would help.