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Private Equity &
Investment
Intelligence.

The market intelligence function for PE funds, growth equity investors, and sovereign wealth funds making high-stakes decisions in South Asia, Southeast Asia, and the GCC — where the margin for error is zero.

200+
DD transactions completed
18yr
Investment intelligence experience
15
Markets covered
$4.5B
Investment decisions supported
Coverage Areas

Intelligence for every
stage of the deal.

01 · Commercial Due Diligence

Commercial Due Diligence

Primary-led market sizing, customer interview research, revenue quality assessment, and competitive dynamics verification for PE-backed acquisitions across all major sectors in Asia and the GCC.

Primary researchRevenue qualityCompetitive verification
02 · Market Sizing

Market Sizing & TAM Analysis

Rigorous bottom-up market sizing using primary research, expert interviews, and channel economics — not desk research. Built for IC presentations and investor materials where assumptions must hold up.

Bottom-up sizingExpert interviewsIC-ready outputs
03 · Competitive Intelligence

Competitive & Landscape Intelligence

Competitive mapping, share-of-market estimation, pricing intelligence, and management team assessment for investment decisions where understanding the competitive reality is the decision.

Competitive mappingPricing intelManagement assessment
04 · Portfolio Intelligence

Portfolio Monitoring & Intelligence

Ongoing market intelligence, early warning systems, and competitor tracking for portfolio companies — so you see the problem before the management team flags it in the next board pack.

Early warningCompetitor trackingMarket monitoring
05 · Exit Readiness

Exit Readiness & Vendor DD

Pre-sale commercial due diligence, growth story validation, and data room intelligence support — building the narrative that withstands buy-side scrutiny and maximises exit multiple.

Growth validationData room supportNarrative building
06 · Fund Strategy

Fund Strategy & Sector Intelligence

Sector entry strategy, deal origination intelligence, and thematic market mapping for PE funds building conviction before the investment thesis is set — so they move faster when the right deal appears.

Sector mappingDeal originationThesis building

Questions we've answered for
private equity clients.

These are the actual questions clients bring to us. We've answered some version of each of them, multiple times, across multiple geographies.

We've found a company in India growing at 35% YoY. Is the market real, is the growth defensible, and are the three largest customers actually locked in or just loyal?
Our DD report says the market is $4B. We don't believe it. Run us a primary-led sizing that will survive IC questioning and buy-side scrutiny in our exit process.
We're entering healthcare services in Southeast Asia as a sector. Which sub-sector should we build conviction in first, and which deal is most likely to be available in the next 18 months?
Our portfolio company's management team says churn is 8%. Our analysis says it's closer to 22%. Verify which number is correct and tell us why the gap exists.
We're running a contested auction. We have 4 weeks and one shot at a differentiated view of the competitive moat. What can you learn that the other bidders can't?
We're preparing a €300M business for sale. Build us the commercial narrative that is true, defensible under scrutiny, and presents the growth opportunity in its best honest light.
Private Equity Case Studies

Evidence of
decisions made better.

PE.01 · Healthcare · India CDD

$300M Healthcare Services CDD

Mid-market PE fund bidding on India's largest diagnostic chain. NEO ran 45 patient and physician interviews, payor mix verification, and competitive threat mapping. The fund's differentiated view won the deal.

$300M deployed · Outbid 3 competitors on conviction
Read Case Study
PE.02 · Consumer · SEA Market Sizing

Contested TAM Sizing for IC Approval

Growth equity fund required a defensible $6B market size figure to pass IC. NEO ran a full primary-led sizing using channel economics, end-user research, and expert interviews. IC approved in first presentation.

Sizing approved first pass · IC presentation built
Read Case Study
PE.03 · Technology · Portfolio Monitoring

Early Warning: Churn Spike Before Board Knew

NEO's portfolio monitoring programme flagged a 2x surge in competitor NPS and a 15% churn acceleration in a fund's SaaS holding — 6 months before it appeared in management reporting.

Early detection · Intervention plan executed
Read Case Study
PE Intelligence

Latest private equity
thinking.

Research Note

CDD in Asia: Why Primary Research Is the Only Reliable Source in High-Growth, Low-Transparency Markets

February 2026
Strategy Brief

The 10 Things Buy-Side DD in India Gets Wrong — and How Disciplined Funds Get It Right

December 2025
Due Diligence Note

Market Sizing for IC: Why Bottom-Up Primary Research Beats Every Desk Research Model

October 2025
Private Equity Practice Leadership

The team behind
the intelligence.

AM
Founder & PE Practice Lead
Arjun Mehta

22 years in strategic consulting and investment intelligence. Led 200+ commercial due diligence transactions across financial services, consumer, technology, and healthcare in South and Southeast Asia. Former McKinsey.

RK
Partner — PE Transactions
Rohan Kapoor

30+ PE and M&A due diligence transactions. Specialist in competitive intelligence, revenue quality assessment, and exit readiness research for mid-market and large-cap PE deals across Asia.

SK
Director — Portfolio Intelligence
Shreya Kapur

Leads NEO's portfolio monitoring practice. Specialist in early warning systems, ongoing market tracking, and competitive intelligence for PE fund portfolio companies across multiple sectors.

A deal decision
you need to get right.
Brief the Private Equity Practice →

Licensing Options

Select a License Type

Choose the access level that suits your organisation. All licences include the full report, methodology appendix, and structured data tables. Post-sale analyst support included.

US $4,550
Report accessible to 1 user only
No printing / editing rights
8 hours of post-sale assistance by Market Analyst
5% or 16 hours customisation
Get Access →
Suitable for individual researchers
US $8,450
Report accessible to unlimited users
Rights to print / edit
40 hours of post-sales assistance by Market Analyst
20% or 70 hours customisation
Direct access to Lead Analyst
Organisation-wide intranet / presentation rights
Get Access →
For enterprise-wide deployment

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