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Nov 11, 2025

Watches of Switzerland Group: Tariffs & the Evolving Distribution Landscape

Former World Service Logistics Manager at Rolex
Partner Interview
Watches of Switzerland Group•GB•Small CapRichemontKeringLVMHRolexBrand EquityUnique IP & BrandsConsumer Discretionary
IP Research Analysis
Nov 11, 2025

Constellation Software: Incentive Structure & Organic Growth

IP Research
IP ResearchConstellation SoftwareLumine GroupTopicusRoperConstellation SoftwareLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
Nov 11, 2025

Cellebrite: European Market Procurement

Former Sales Executive at Cellebrite
IP Interview
Cellebrite DI•IL•Small CapNuixPalantirMagnet ForensicsThoma BravoInformation Technology
Nov 11, 2025

Games Workshop: North America Operations & Capacity Constraints

Former Director at Games Workshop
Partner Interview
Games Workshop•GB•Mid CapAmazonScale EconomiesNetwork EffectsSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Nov 11, 2025

Mercado Libre: Mexico’s Fulfillment Buildout

Former Operations Director at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 11, 2025

Mercado Libre: Mercado Pago Buildout & Nubank Competition

Former Executive at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapRevolutNuConsumer DiscretionaryFinancials
Nov 10, 2025

nCino: Cross-Selling & US vs International Growth

Former Chief Marketing Officer at nCino
Partner Interview
nCino•US•Mid CapTemenosFiservInfosysOracleFidelity National Information ServicesBlend LabsSwitching CostsB2B SoftwareInformation TechnologyFinancialsConsumer Discretionary
Nov 10, 2025

Blackline Safety: Aramco Opportunity & Regulatory Pathway

Current Sales Manager at Total Safety
IP Interview
Blackline Safety•CA•Small CapHoneywellMSA SafetyFortive CorporationDrgerwerkIndustrialsInformation TechnologyHealth Care
Nov 10, 2025

Cellebrite: Grayshift Mobile Forensics

Former Sales Executive at Grayshift
IP Interview
Cellebrite DI•IL•Small CapNuixPalantirMagnet ForensicsThoma BravoInformation Technology
Nov 10, 2025

BuildDirect: E-Commerce Turnaround, Unit Economics & Pro-Channel Strategy

Former Executive at BuildDirect
IP Interview
BuildDirectcom•CAFloor & DecorThe Home DepotLowesMenardsMohawk IndustriesTarkett S.A.Consumer DiscretionaryIndustrials
Nov 10, 2025

GitLab: DevOps Tools & GitLab Duo

GitLab Customer
Partner Interview
GitLab•US•Mid CapMicrosoftSwitching CostsPhysical Infra & NetworksInformation Technology
Nov 10, 2025

Raspberry Pi: IoT Customer Perspective

Raspberry Pi Customer
Partner Interview
Raspberry Pi•GB•Small CapQualcommNetwork EffectsInformation Technology
Nov 10, 2025

Computer Modelling Group: Product Performance Comparison

Former Executive at Computer Modelling Group
Partner Interview
Computer Modelling•CA•Small CapSchlumbergerConstellation SoftwareSwitching CostsB2B SoftwareInformation TechnologyEnergy
Nov 10, 2025

Flutter Entertainment: Sisal Group & Italian Gaming

Former Product Manager at Sisal Group
Partner Interview
Flutter Entertainment•IEConsumer Discretionary
Nov 10, 2025

Paycom: Proprietary AI Stack, Pricing Power & the Retention Imperative

Former VP at Paycom
Partner Interview
Paycom Software•US•Large CapPaylocityPaychexOracleSap SeWorkdayRipplingPaycor HCMDayforceSwitching CostsB2B SoftwareIndustrialsInformation Technology
Nov 10, 2025

Chipotle: Store Automation & Leadership Changes

Former International Director at Chipotle
Partner Interview
Chipotle•US•Large CapCAVARestaurant Brands InternationalMcDonald's CorpPanera BreadSweetgreenYum! BrandsShake ShackDarden RestaurantsConsumer DiscretionaryInformation Technology
Nov 10, 2025

nCino: Platform Implementation

Former Senior Consultant at Deloitte Digital
Partner Interview
nCino•US•Mid CapTemenosFidelity National Information ServicesInfosysSAPFiservOracleSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFinancials
Nov 10, 2025

Blackline Safety: Distribution Economics & Finnish Market

Current Gas Detection Sales Manager at a Blackline Safety Distributor
IP Interview
Blackline Safety•CA•Small CapIndustrialsInformation Technology
Nov 10, 2025

Copart vs IAA: Data-Driven Insurers, International Buyers & the Shift to Digital Auctions

Former Director of Global Buyer Business Development at IAA
IP Interview
Copart•US•Large CapAdmiral GroupRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayState FarmThe AllstateNetwork EffectsScale EconomiesAuctions & ClassifiedsPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerFinancialsIndustrialsConsumer Discretionary
Nov 8, 2025

Porvair & Chromatography Lab Equipment: M&A Process & Culture

Former Senior Vice President Life Sciences at J.G. Finneran, Porvair plc
Partner Interview
Porvair plc•GB•Small CapThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerIndustrialsHealth Care