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Technology &
Digital
Markets.

Deep sector expertise across enterprise software, SaaS, semiconductors, AI infrastructure, and deep technology — serving founders, incumbents, and investors navigating the fastest-moving market on earth.

160+
Technology engagements completed
15yr
Sector experience
14
Technology markets covered
$2.1B
Decisions supported
Coverage Areas

Every layer of
the technology stack.

01 · Enterprise Software

Enterprise Software & SaaS

Competitive intelligence, buyer journey research, willingness-to-pay analysis, and win-loss research for B2B software companies competing across India, Southeast Asia, and the GCC enterprise market.

Win-loss researchWTP analysisBuyer surveys
02 · Semiconductors & Hardware

Semiconductors & Hardware

Fabless chip competitive mapping, ODM ecosystem intelligence, hardware adoption research, and supply chain risk analysis for semiconductor companies and hardware OEMs targeting Asian markets.

Chip competitive mapODM ecosystemSupply chain risk
03 · AI & Data Infrastructure

AI & Data Platforms

AI adoption curves in enterprise, data infrastructure demand, GPU capacity intelligence, and competitive positioning for AI platform companies, model providers, and MLOps tooling vendors.

AI adoptionGPU economicsPlatform wars
04 · Cybersecurity

Cybersecurity & Trust

CISO buyer behaviour, security spending benchmarks, market sizing for Zero Trust and SASE, and competitive positioning for cybersecurity vendors targeting South and Southeast Asian enterprise markets.

CISO surveysSecurity spendZT adoption
05 · Consumer Technology

Consumer Tech & Super-Apps

Consumer app engagement benchmarking, super-app expansion dynamics, digital payments adoption, and competitive landscape mapping for consumer technology platforms in high-growth Asian markets.

App engagementSuper-app dynamicsPayments adoption
06 · Deep Tech & Frontier

Deep Tech & Hard Technology

Market readiness research, IP landscape mapping, and investor-ready market sizing for deep technology companies in quantum computing, advanced materials, robotics, and synthetic biology.

Market readinessIP landscapeTAM sizing

Questions we've answered for
technology clients.

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

What is the real willingness to pay for our enterprise SaaS product among Indian mid-market CFOs — and are we pricing for our costs or for our value?
We're a Silicon Valley AI company entering India. Which verticals have the actual budget and the technical readiness to deploy in the next 12 months?
Our enterprise software is losing deals to a new Indian competitor at 60% of our price. Is it a pricing problem, a features problem, or a sales process problem?
We're acquiring an Indian SaaS company at 8x ARR. Is the NRR real, how sticky are the top 20 customers, and what's the churn hiding?
Which Indian conglomerates will build proprietary AI infrastructure in-house versus buy — and who are the three vendors they're most likely to partner with?
Our platform has 45% annual churn in the SME segment but 5% in enterprise. Tell us what's structurally different and whether the SME market is even worth serving.
Technology Case Studies

Evidence of
decisions made better.

TECH.01 · Enterprise SaaS · India

$200M India GTM Strategy

A global HR software company evaluating India market entry mode and GTM approach. NEO ran CHRO buyer research across 80 enterprises, competitive pricing analysis, and partner channel assessment. Full GTM strategy delivered in 8 weeks.

Direct sales recommended · 3 SI partners identified
Read Case Study
TECH.02 · AI Infrastructure · Southeast Asia

AI Platform Competitive Map: SEA Enterprise

US-based AI platform mapping Southeast Asian enterprise competitive landscape. Buyer intent research across 60 CIOs, competitive benchmarking, and partnership intelligence across Singapore, Indonesia, and Thailand.

Market sizing completed · 4 priority verticals identified
Read Case Study
TECH.03 · SaaS · M&A DD

$75M SaaS Acquisition Commercial DD

Commercial due diligence on an Indian B2B SaaS company at 8x ARR. Customer retention validated, NRR verified through primary research, and 4 at-risk accounts identified before deal close.

NRR restated from 115% to 98% · Deal repriced
Read Case Study
Technology Intelligence

Latest technology
thinking.

Market Report

India Enterprise AI Adoption: Primary Research Across 100 CIOs on Budget, Readiness, and Vendor Preference

March 2026
Strategy Brief

The Indian SaaS Pricing Trap: Why Global Vendors Are Giving Away Value

February 2026
Due Diligence Note

What Tech Acquirers Miss: NRR Manipulation and Customer Concentration in SaaS DD

December 2025
Technology Practice Leadership

The team behind
the intelligence.

VK
Partner & Technology Practice Lead
Varun Khanna

16 years in technology strategy and consulting. Led 70+ market entry, competitive intelligence, and M&A mandates across enterprise software, SaaS, and deep tech in Asia. Former Bain.

RT
Director — Enterprise Software
Riya Tandon

Specialist in enterprise software buyer research and competitive intelligence. 11 years of CHRO, CIO, and CFO interview research across B2B software categories in India and Southeast Asia.

ST
Director — Emerging Tech
Siddharth Rao

10 years in deep tech and AI market intelligence. Background in computer science with commercial experience in AI infrastructure, cybersecurity, and frontier technology market sizing.

A technology decision
you need to get right.
Brief the Technology Practice →

Licensing Options

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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.

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No printing / editing rights
8 hours of post-sale assistance by Market Analyst
5% or 16 hours customisation
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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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