Voice of Customer Due Diligence

Customer And Expert Interviews To Assess Investment Risk And Growth Potential

GET STARTED
Customer Interviews, Expert Interviews & Investment Research

Customer & Expert Insights For PE And VC

Satrix Solutions provides Voice of Customer (VoC) due diligence and expert interview services for private equity firms, venture capital investors, and corporate acquisition teams evaluating B2B businesses. Through in-depth qualitative research, we help investors assess customer relationships, explore competitive positioning, and evaluate the assumptions behind an investment thesis.

Customer due diligence interviews examine the experiences and intentions behind reported revenue. Conversations with customer decision-makers explore satisfaction, product value, renewal considerations, competitive alternatives, and opportunities for expansion. Findings help deal teams identify potential retention risks and determine whether customer perspectives support projected growth.

For investors using expert networks such as GLG, Tegus, and Guidepoint, Satrix Solutions provides interview guide development, senior consultant-led interviews, and analysis. We work with the investment team to define the questions that matter, conduct interviews with experts sourced through those networks, and probe for additional context on market dynamics, competitive differentiation, pricing, and purchasing decisions.

Each engagement is tailored to the investment team’s objectives, whether evaluating a potential acquisition or identifying priorities across an existing portfolio. A senior Satrix Solutions consultant translates interview findings into reporting for investment partners, highlighting recurring themes, differing perspectives, and implications for further diligence and post-investment planning.

Our Advantages

    Quantifiable ROI
    EXCEPTIONAL Service
    Unbiased Analysis
    Experienced Interviewers
    IDI Experts
    Investor Approved
CX Services

Voice of Customer

As a managed services provider, we partner with business-to-business companies to establish structured feedback programs at critical touchpoints across the customer and employee journey.

Customer Satisfaction

The best tool to gain critical insights into your customers’ perspectives on your brand, products, and service.

Net Promoter Score®

Companies that successfully adopt NPS are rewarded with clients that engage in behaviors directly linked to profit.

Sales Win-Loss

We help you take a critical look at how you were perceived during the sales process.

Customer Churn

We help establish the causes of churn and provide detailed reports and recommendations to repair relationships and maximize retention.

Post Onboarding

Look back at how effective your onboarding process was to ensure customers are set up for success.

Customer Advisory Boards

A unique opportunity to hear clients candidly discuss a range of topics aimed at enhancing the experience.

Quantitative Research

B2B Customer Experience Employee Experience

Qualitative Research

B2B Customer Experience Employee Experience
CONTACT US

Resources

Case Studies

Exceptional Results & Customer Service

Our Process

Trustworthy, Actionable & Impactful

Testimonials

Raving Fans? We’ve Got ’Em!

Common Questions

Voice of Customer due diligence uses direct customer feedback to help investors evaluate a business before an acquisition or investment. In-depth interviews explore customer satisfaction, perceived value, renewal intentions, competitive alternatives, and expansion opportunities. This research adds customer perspectives to the financial and operational information reviewed during diligence.

Satrix Solutions works with private equity firms, venture capital investors, and corporate acquisition teams seeking customer and market insights about B2B businesses. Research can support pre-investment evaluation, post-acquisition planning, and ongoing portfolio company improvement.

Customer interviews can surface concerns that historical revenue and retention figures do not fully explain. These may include dissatisfaction within key accounts, changing purchasing priorities, competitive pressure, barriers to adoption, or uncertainty about renewal. Interviews also help assess the reasons customers stay and the conditions that could support additional spending.

Yes. Satrix Solutions works with investment teams to develop interview guides, conduct interviews with experts sourced through networks such as GLG, Tegus, and Guidepoint, and prepare reporting for investment partners. The expert network provides access to the experts; Satrix Solutions provides interview design, senior consultant-led interviewing, and synthesis of findings.

Yes. Customer and expert interviews can help investors and portfolio company leaders assess retention concerns, understand competitive pressures, evaluate expansion opportunities, and prioritize improvements after an investment. Findings provide an outside perspective to inform value creation planning and ongoing customer experience initiatives.

We collaborate with the investment team to understand the target business, investment thesis, and questions requiring further investigation. The discussion guide is tailored to those priorities and the participant’s experience. During each conversation, the consultant asks follow-up questions to clarify responses, test assumptions, and explore relevant issues in greater depth.

A senior Satrix Solutions consultant conducts the interviews. An experienced interviewer can probe beyond initial responses, distinguish specific experiences from broader opinions, and explore inconsistencies. This approach helps investors understand both what participants say and the reasoning behind their perspectives.

Timing depends on the scope of research, number of interviews, participant availability, and reporting requirements. We establish the schedule with your team at the outset so that research activities and deliverables align with your diligence milestones.

A senior Satrix Solutions consultant prepares reporting for investment partners that synthesizes the interviews into clear findings and implications. Reporting addresses the agreed research questions, highlights recurring themes and differing perspectives, and identifies issues that may warrant additional investigation.