Target screening and shortlists
A screened, ranked shortlist from a long list of companies.
Turn a defined universe into a shortlist your team can take into diligence. We score companies on your criteria and weights, challenge the ranking and explain the strongest matches, with sources and evidence gaps beside every score.
Delivered by 15Rock’s research platform and expert analysts.
Discuss your projectSee what you receive ↓The engagement
What you get, and what you provide.
- Who it is for
- Strategy teams, advisory firms and investors screening acquisition targets, partners, prospects or accounts.
- What you get
- A ranked, editable shortlist. A short brief. Confidence flags. Source references.
- Format
- Spreadsheet with editable weights and per-company drill-down; document; slides on request.
- Scope and timing
- Scope, formats and delivery dates agreed before work starts.
- What you provide
- The list, or the filters that define it. Your screening criteria, or we agree a starting set with you. A contact on your team to agree the scope with us and answer questions while the work runs.
- Refresh
- On your calendar, when the pipeline or the list changes.
Inside the output
How the output shows its work.
Every score sits beside the evidence that produced it and the weight you gave the criterion. Change the weights and the ranking re-sorts. Where the evidence was thin, the score stays flagged.
Market fit — Strong
Confidence · high- Annual report[Segment note]“Describes the target segment as a core market in its own words.”
- Trade press[Interview]“Management comment on the segment; not independently verified.”
From question to review
How we run it.
- 01
You
Define the decision the shortlist has to serve.
- 02
Together
Agree the universe, the screening criteria and the weights.
- 03
Our platform
Gathers evidence and assesses companies against your agreed criteria.
- 04
Our analysts
Challenge rankings, check entity matches and explain priority targets; unverified figures stay flagged.
- 05
You
Pick the targets. Re-weight the spreadsheet if the conversation changes.
Anonymised engagements
Research used in real work.
Anonymised examples of delivered research—not measured financial outcomes.
140 → 12
A Big Four consulting firm ranked ~140 organizations into a ~12-target priority shortlist.
Scope boundaries
The engagement covers research and analysis. The following are outside this workflow:
- An exhaustive private-company universe.
- Precise revenues from proxies.
- A guarantee of who will take the meeting.
Your context
Research for your team.
Start with one question
Which targets should your team take into diligence?
Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.