- Our research and advisory services are grounded in real-world data, not just analyst opinions. We provide buyer-side insight from thousands of organizations that we engage with annually
- We do not silo our research. Clients are not limited to engagements with analysts who only have specific knowledge in a small number of areas
- Clients have the opportunity to shape our research by engaging with analysts before we go to field, ensuring that your questions are answered and that our research aligns with your need
- No seats! Clients enjoy enterprise-wide access to our research
Investors & Financial Professionals
Why Investors & Financial Professionals Choose Metrigy
Metrigy helps investors evaluate markets and individual companies through our in-depth research and custom engagements. From market sizing to vendor and acquisition due diligence, choose what fits your investment thesis and time horizon.
What makes us different:
Vendor independence
Custom research options aligned with your specific needs
Extensive library of customer experience and workplace collaboration market sizing and forecasting data
Extensive experience working with the investor and financial community on due diligence engagements
Our advisory services are based on real-world data, not AI slop.
85
NPS score® *
2,000+
IT, CX, business leaders surveyed and interviewed annually on technology decisions
93%
Say their investment in Metrigy is valuable
93%
Say it’s very easy to communicate with us
How We Help Investors Make Better Technology Investment Decisions
From market sizing to vendor due diligence—choose what fits your investment thesis and time horizon.
Self-Service Research
Benchmark Studies & Best Practices
Access annual benchmark studies with industry-specific metrics, success group correlations, implementation best practices, and organizational strategies.
Ideal For:
- Understanding current and future technology adoption
- Gaining insights into purchasing drivers and deployment strategies
- Identifying opportunities among specific industries, organizational sizes, and operating regions
Market Forecasts & Trends
Access 5-year market forecasts, adoption trends, and vendor momentum charts for strategic planning and budget justification. Understand which technologies are gaining traction, which vendors are winning customers and how companies view their current technology providers.
Ideal For:
- Building multi-year technology investment roadmaps
- Sizing markets for investment proposals
- Tracking vendor market share trends
- Understanding adoption trajectories and timing
Vendor Comparison & Selection
Compare vendors with MetriRank reports, MetriStar customer success data, and MetriCast market forecasts.
Ideal For:
- Evaluating vendor performance as part of a due diligence exercise
- Gaining insights into overall market trends, and competitive landscapes
Advisory & Custom Solutions
Investment & Deal Advisory
Work with our analysts for deep dives on markets, vendors, and technology trends related to a specific deal or thesis. Includes analyst briefings, data packs, and Q&A tailored to your IC process and timelines.
Ideal For:
- Pre-IC diligence on target markets or vendors
- Portfolio strategy and value-creation planning
- Thematic deep dives ahead of a new funding or mandates
- Rapid education for partners and deal teams
Custom Vendor & Portfolio Reviews
Get an independent assessment of a specific vendor or portfolio company’s positioning, customer traction, and competitive risk. We combine market data, customer feedback, and roadmap analysis.
Ideal For:
- Late-stage diligence and pre-IPO work
- Investment and acquisition due diligence
- Identifying hidden risks in portfolio companies
- Supporting board-level discussions and exit planning
- Validating management’s product and GTM narratives
Custom Thematic & Thesis Research
Commission custom studies aligned to your investment needs—covering emerging technologies, vertical-specific opportunities, or cross-portfolio themes like AI, automation, or CX modernization.
Ideal For:
- Building differentiated, data-backed theses
- Informing multi-year fund strategies
- Supporting LP updates with proprietary insights
- Creating content for investor days and thought leadership
What Our Customers Say About Metrigy Research
What Investors & Financial Professionals are Researching Right Now
What makes Metrigy’s services unique?
Does Metrigy provide due diligence support for acquisitions?
Yes, contact us for more information and to discuss your specific needs.
Can I purchase a single report, or do I need a subscription?
Individual reports are available for purchase via our website for internal use only.
How current is your research? How often do you update it?
We update our research throughout the year. See About Metrigy for information on upcoming studies.
Do you provide analyst advisory time, or just reports?
Both. Analyst advisory time is available on a project basis or through an annual service agreement.