For strategy, investment, advisory and risk teams
Target screens,peer benchmarksand risk assessments,built on your criteria.
15Rock delivers research through our own platform and expert analysts. Send the list, the peer set or the framework. Get back a reviewed shortlist, benchmark or assessment, the value-creation priorities to test and the questions worth asking 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.
Where to start
Three places to start.
A target screen, a peer benchmark or a risk assessment. Each is a defined piece of work on your criteria, with scope, formats and the delivery date agreed before we begin.
- 01
We have a long list of targets. Which few deserve diligence?
Target screening and shortlists
A screened, ranked shortlist from a long list of companies.
Available nowHow this service works - 02
Our margins are behind our peers. Where is the value?
Benchmarking and performance diagnostics
A peer benchmark, performance diagnostic or industry scan.
Available nowHow this service works - 03
How exposed is this company or portfolio under our risk framework?
Risk and climate assessments
A risk or climate assessment against your own framework.
Available nowHow this service works
All six servicesOr start from your team or industry:Advisory firmsInvestorsStrategy teamsRisk teamsAll industries
A first engagement
Start with one target screen.
One question, one agreed company universe, one deliverable. The smallest piece of work that shows how we research on your criteria.
- You send
- Your list of companies, or the filters that define it, and your screening criteria — or we agree a starting set with you.
- We deliver
- A screened, ranked shortlist and a short brief: the evidence and gaps beside every score, with the weights editable in the spreadsheet.
- Scope
- One question and one agreed company universe. Scope, formats and the delivery date are agreed before work starts.
Prefer to begin with a peer benchmark or a risk assessment? We scope those the same way: defined inputs, a defined deliverable, an agreed date.
What you get and what you provide, in full: How target screening works
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.
Anonymised engagements
Research used in real work.
Three anonymised examples of delivered research, and a fourth engagement that grew from a pilot—not measured financial outcomes.
01140 → 12
- The question
- Which of a long list of targets belong on the priority shortlist?
- Delivered
- A Big Four consulting firm ranked ~140 organizations into a ~12-target priority shortlist.
02Peer-benchmarked
- The question
- How does the business compare against an agreed peer set?
- Delivered
- A leading life & health insurer's benchmarking, delivered against a defensible peer set — every comparison source-linked.
03Portfolio-wide
- The question
- Which issuers across the portfolio need a closer look?
- Delivered
- Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.
A fourth engagementPilot → annual · A leading institutional investor expanded from a pilot to an annual engagement.
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.
