Investors & Financial Professionals

Make investment decisions based on independent metrics-based market and company research

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.

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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

Access Complimentary Reports

See our methodology and data quality

*Net Promoter®, NPS®, NPS Prism®, and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., NICE Systems, Inc., and Fred Reichheld. Net Promoter ScoreSM and Net Promoter SystemSM are service marks of Bain & Company, Inc., NICE Systems, Inc., and Fred Reichheld.

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

Starting at $6,500 per study Subscription plans available

Access annual benchmark studies with industry-specific metrics, success group correlations, implementation best practices, and organizational strategies.

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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
Browse Research Studies

Market Forecasts & Trends

Starting at $15,000 per forecast Subscription plans available

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.

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Ideal For:

  • Building multi-year technology investment roadmaps
  • Sizing markets for investment proposals
  • Tracking vendor market share trends
  • Understanding adoption trajectories and timing
View MetriCast Forecasts

Vendor Comparison & Selection

Starting at $5,000 per report Available as part of a subscription plan

Compare vendors with MetriRank reports, MetriStar customer success data, and MetriCast market forecasts.

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Ideal For:

  • Evaluating vendor performance as part of a due diligence exercise
  • Gaining insights into overall market trends, and competitive landscapes
Explore Vendor Research

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.

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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
Learn About Investment Advisory

Custom Vendor & Portfolio Reviews

Starting at $25K per evaluation 3-4 week delivery

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.

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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
Request Custom Vendor Review

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.

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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
Request Custom Thematic Research

Not Sure Where to Start?

Schedule a free consultation. We’ll align on your investment focus and recommend the research or advisory services that fit your process and timelines.

What Our Customers Say About Metrigy Research

Testimonial background 1
Metrigy’s fact-based research, delivered by highly credible analysts, is of great value in a fast paced technological environment.
A global networking-technology leader
Testimonial background 2
Metrigy’s Research and Advisory Services provide a critical foundation for our UCaaS and CCaaS business.
An AI-powered, cloud-based business communications platform leader
Testimonial background 3
Collaborating with Metrigy has been an absolute pleasure. Their insightful analysis and forward-thinking approach have consistently provided us with valuable perspectives, helping us navigate complex challenges and uncover new opportunities.
A global cloud communications provider

Ready to Make More Confident Technology Investments?

Explore Research for Investors

Access market sizing, vendor momentum, and buyer adoption data.

Browse Investor Research

Work With Our Analysts

Get custom deal, vendor, and thematic research aligned to your IC process.

Become an Investor Client
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Frequently Asked Questions

Do you have more questions?
contact us

What makes Metrigy’s services unique?

  • 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

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.