PORTFOLIO MONITORING & VALUE CREATION
Insights that drive returns.
Continually assess investment strategies, monitor portco performance, identify growth opportunities, and sharpen value creation planning with Potloc's all-in survey platform.
THE POTLOC EDGE
Your fast-track for portfolio success.
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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.
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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.
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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.
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
Where 99% of the global top 20 consulting firms and PE firms raise the bar of survey research.
“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.”
“Potloc has become my chosen research provider for a while now. I found their level of responsiveness, speed, and sampling capabilities outstanding and unmatched.”
“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.”
“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].”
“Quick ramp-up, fast delivery, quality results, immediate adaptation after feedback.”
“What the team particularly liked about [Potloc’s analysis platform] was the ability to quickly filter data sets while looking at the output data. Specifically sorting by country, by industry or by size of the respondent’s company. This enabled us to really quickly digest the data sets and come to conclusions quicker than if we would have had to do that ourselves in Excel.”
“Allows for precise targeting of individuals within particularly short deadlines. The results are then easily exploitable thanks to dynamic and intuitive [analysis tools] that allow for a quick and thorough understanding of the data.”
“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.”
“Potloc is the perfect answer to our need to complement expert calls with a quantitative approach to support our team's investment strategies.”
“We appreciated the responsiveness of the team. Great platform interface for highlighting insights in a few clicks!”
“We were incredibly impressed by the analysis capabilities that allow us to get into the meat of the storyline around the research very quickly. And It's been really neat to be able to chat with the AI Assistant to draw insights out of the data instantly.”
“Potloc is extremely efficient on the survey programming aspect, and indeed managed to collect our full sample in a short amount of time as promised. We used Potloc to analyze the data, [which] helped us gain a lot of time as we didn't need to prepare an analysis file.”
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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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Quote Builder
Hit the ground running with crystal-clear project feasibility, pricing, and timelines.
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Survey Creation
Craft your questionnaire with prompt guidance from our in-house research experts.
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Multi-Source Sampling
Reach the best B2B or B2C respondents for your survey, across industries and geographies.
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Data Quality Controls
Safeguard your sample’s integrity with transparent, benchmark-setting defenses.
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AI-Powered Analysis
Slash your analysis tenfold with instant insights and data visualization.
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