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Investor Diligence Offer Conjoint

Model demand for expert coverage, turnaround, deliverable depth, confidentiality controls, and project fee.

Audience

Investors, operating partners, strategy leaders, and research ops teams scoping premium diligence work.

Outcome

Price and package live research feeds, expert panels, and memo-ready diligence deliverables.

Method

Choice-based conjoint for premium service packaging and price discovery.

13

questions

~9

minutes

64

demo uses

Estimated timing

Diligence context~2 min
Offer trade-offs~5 min
Buying threshold~2 min

Logic flags

Segmentable choice logic
Balanced choice tasks
Open-text theme capture
Variable copy substitution
Qualification and consent gates
Section Tracker
1

Diligence context

Deal stage, research urgency, confidentiality needs, and decision owner.

3 questions
2

Offer trade-offs

Expert coverage, turnaround, deliverable depth, and project-fee choices.

7 questions
3

Buying threshold

Budget approval, compliance review, and service-level expectations.

3 questions
Question Preview

1. What kind of diligence decision should this research inform?

single_choice

2. Choose the research package you would approve for this decision.

conjoint

3. What compliance or confidence requirement would block purchase?

text
Investor Diligence Offer Conjoint Readiness

Select the diligence package that best balances expert depth, turnaround, confidentiality, and budget.

Sample plan: n=156 investors, operating partners, and research leads who recently scoped an expert call or market scan.
4 attributes
6 tasks/respondent
156 seeded respondents
1 holdout task
Turnaround is most valuable when paired with named expert coverage and transcript-level source notes.
Confidentiality controls create enough utility to protect premium pricing for live diligence rooms.
Aggregate conjoint reads are usually more stable above 200 respondents.
Consider a none option for pricing studies where buyers can reject all offers.
1 prohibited combinations protect realism in generated tasks.

Value Leader

36%

simulated share · revenue index 44

Balanced Bet

40%

simulated share · revenue index 93

Premium Stretch

23%

simulated share · revenue index 100

936

simulated choices

82%

completion estimate

0%

none share

52%

holdout hit rate

Holdout validation

Predicted winner: Balanced Bet

52% hit rate

Use as an exploration demo and improve sample/design before relying on fit.

Attributes and levels

Expert coverage

3 vetted experts
6 vetted experts
Live expert panel

Turnaround

24 hours
3 days
7 days

Deliverable

Summary memo
Memo + transcripts
Memo + live model inputs

Project fee

price
$8k
$15k
$28k

Sample choice tasks

Which private equity option would you choose for the decision below?

Option A

coverage3 vetted experts
turnaround24 hours
deliverableSummary memo
price$8k

Option B

coverage6 vetted experts
turnaround3 days
deliverableMemo + transcripts
price$15k

Option C

coverageLive expert panel
turnaround7 days
deliverableMemo + live model inputs
price$28k

Holdout check: which option is most realistic if budget pressure increases?

Option A

coverageLive expert panel
turnaround7 days
deliverableMemo + live model inputs
price$28k

Option B

coverage6 vetted experts
turnaround3 days
deliverableMemo + transcripts
price$15k

Option C

coverage3 vetted experts
turnaround24 hours
deliverableSummary memo
price$8k

Utility output preview

Project fee

Top: $8k · Lowest: $28k

Top utility band: 0.17 to 0.27

27.3%

Turnaround

Top: 24 hours · Lowest: 7 days

Top utility band: 0.18 to 0.28

26.8%

Expert coverage

Top: Live expert panel · Lowest: 3 vetted experts

Top utility band: 0.19 to 0.29

25.4%

Deliverable

Top: Memo + live model inputs · Lowest: Summary memo

Top utility band: 0.13 to 0.23

20.5%

Segment comparison preview

Value seekers

Leads with Balanced Bet at 40%

Watch price premium drag before adding advanced features.

Core buyers

Leads with Balanced Bet at 40%

Core buyers need the middle option to stay clearly differentiated.

Premium leaning

Leads with Balanced Bet at 40%

Premium bundles can win when proof and support are visible.

Methodology notes

156 seeded respondents complete 6 tasks with 3 alternatives each.
1 holdout task validates model fit before utilities are presented in screenshots.
1 prohibited combination rule keeps generated cards realistic.
Confidence bands are deterministic demo intervals that widen for smaller seeded audiences.
Segment comparisons show where the same package ranking may diverge by buyer posture.
No none option is included because the demo models a forced premium-package decision.

Known limitations

This is a premium-workflow demo; legal, MNPI, and compliance review rules should be configured by the customer.
The sample is intentionally small because scarce expert audiences are often modeled with directional confidence bands.