PORTFOLIO MONITORING & VALUE CREATION

Insights that drive returns.

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Continually assess investment strategies, monitor portco performance, identify growth opportunities, and sharpen value creation planning with Potloc's all-in survey platform.

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THE POTLOC EDGE

Your fast-track for portfolio success.

  • SolarPanel

    Speed to insights.

    Potloc's survey platform provides a direct line to critical feedback from the market and stakeholders. Your operating team can use fresh, competitive primary data to spot new growth opportunities and risks earlier to drive returns.

  • SubtractSquare

    Shield against uncertainty.

    Monitor your sample in real time and pull richer insights faster with AI-powered analysis tools designed to generate summaries, automate heavy Excel manipulations, and create custom data visualizations in seconds. 

  • HandHeart

    Get the luxury of human care.

    Potloc takes care of the survey logistics and optimization as you focus on more strategic work. From your first few survey questions to any last-minute requests, your dedicated team oversees the speed, quality, and security of your insights.

METHODOLOGIES

Custom research support for your portfolio monitoring and value creation needs.

No need to master market research — that’s what we’re here for.

From doing a MaxDiff analysis to getting NPS, or even figuring out the optimal research methodology for your report, you’ll have intuitive tools and expert guidance from start to finish.

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Some of the methodologies we support you with include:

  • Brand awareness 
  • Key Purchasing Criteria 
  • Total Unduplicated Reach and Frequency (TURF) analysis 
  • Customer Journey Mapping
  • Market segmentation

Some of the methodologies we support you with include:

  • Van Westendorp & Gabor Granger Methods
  • Price Sensitivity Meter
  • Monadic Pricing Test

Some of the methodologies we support you with include:

  • Net Promoter Score 
  • Brand awareness
  • Brand perception 
  • Customer satisfaction
  • Benchmarking & positioning
  • Total Unduplicated Reach and Frequency (TURF) analysis

Some of the methodologies we support you with include:

  • MaxDiff Analysis
  • Conjoint Analysis
Qualitative proof

Where 99% of the global top 20 consulting firms and PE firms raise the bar of survey research.

Christopher Brown BW-1
Christopher Brown Partner
KPMG Ireland

“The key criteria that made Potloc our first choice were: high quality of data collection, access to our target audience, and real-time updates and transparency on data collected.”

Arne Junker BW-2
Arne Junker Partner
Kearney

“Potloc has become my chosen research provider for a while now. I found their level of responsiveness, speed, and sampling capabilities outstanding and unmatched.”

Emilie Dubuc BW-2
Emilie Dubuc Director
AlixPartners

“It was a pleasure working with Potloc. We worked closely with them in drafting the study design, the data collection was efficient, and the delivery of the results was quick. Thanks to this collaboration, we successfully carried out the relevant analysis we needed.”

Grégoire Tondreau BW-1
Grégoire Tondreau Senior Partner
Roland Berger

“We've compared different providers over time... at some point we judge that the quality isn't there. That's where we've been quite pleased: the quality of data we receive from [Potloc].”

Serkan Somer BW-2
Serkan Somer Principal
Arthur D. Little

“Quick ramp-up, fast delivery, quality results, immediate adaptation after feedback.”

Olivier Salomon BW-1
Olivier Salomon Partner & Managing Director
AlixPartners

“Allows for precise targeting of individuals within particularly short deadlines. The results are then easily exploitable thanks to dynamic and intuitive dashboards that allow for a quick and thorough understanding of the data.”

Liam Lynch BW-1
Liam Lynch Partner
Studio VC

“Potloc is far more effective for an investor to diligence the opportunity and definitely more cost-effective given the pricing. From an investor standpoint, it's a tremendous tool that we will use going forward.”

Anonymous 2-1
Senior Associate Top 3 Global PE Firm

“Potloc is the perfect answer to our need to complement expert calls with a quantitative approach to support our team's investment strategies.”

Anonymous 2-1
Investment Manager Top 3 Global PE Firm

“We appreciated the responsiveness of the team. Great dashboard interface for highlighting insights in a few clicks!”

  • Hit the ground running with crystal-clear project feasibility, pricing, and timelines.

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  • Craft your questionnaire with prompt guidance from our in-house research experts.

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  • Reach the best B2B or B2C respondents for your survey, across industries and geographies.

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  • Safeguard your sample’s integrity with transparent, benchmark-setting defenses.

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  • Slash your analysis tenfold with instant insights and data visualization.

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INDUSTRIES

Stay ahead of the market with sector-specific insights.

Whatever the industry, we’ve surveyed it. Our deep experience working with consulting firms and investment funds has resulted in institutional knowledge across domains. No matter the focus of your project, we have the experts and historical knowledge to move on it fast. 
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Industries Module