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Consulting firms

The operators and managers behind the numbers.

Commercial due diligence on a two-week clock, and expert calls that get a case team up to speed in week one. Live calls, AI-moderated interviews or both, from one verified network.

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Project Harbor · CDD

Day 6 of 10

  • Customer interviews

    64 of 80

    AI-moderated

  • Churned customers

    18 of 25

    AI-moderated

  • Former competitor execs

    5 calls booked

    Live, your team

  • Channel partners

    9 of 12

    Live, Arbor researcher

Emerging theme

Customers stay for the service team, not the product. 41 of 64 say so unprompted.

What you can answer

The questions behind the case.

Commercial due diligence

“Does the market back the thesis?”

Expert calls

“Who gets the team up to speed?”

Pricing research

“Is there room to raise prices?”

Market sizing

“How big is it, really?”

Customer interviews

“Why do customers stay?”

Competitive landscape

“Who wins head to head?”

Channel checks

“What is the channel seeing?”

Post-merger integration

“What breaks when we combine?”

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Ready to get started?

Tell us who you need. We’ll come back with a plan, a price and a timeline.

Commercial due diligence

Hear the whole market around the target, in days.

Run customer and churn interviews at scale with Arbor’s AI moderator while your team takes the expert calls. Every answer lands in one place, coded and searchable, ready for the readout.

  • The target’s customers

    Example request “Mid-market buyers who renewed with the target in the last 18 months”

  • Customers who left

    Example request “Accounts that switched away from the target to a competitor”

  • Former competitor execs

    Example request “Former sales leaders at the target’s two closest competitors”

  • Channel and suppliers

    Example request “Distributors who carry the target and at least one rival”

Expert calls for case teams

Up to speed in week one.

New industry, new client, Monday kickoff. Arbor puts verified practitioners on the team’s calendar fast, and keeps every call searchable for the life of the case.

  1. Day 1 The partner frames the question. You send us the profiles the team needs.
  2. Day 2 A slate of verified, conflict-checked experts, with short bios and screen answers.
  3. Day 3–5 Calls on the team’s calendar. Transcripts land in minutes, searchable across the case.
  4. Week 2 Test the hypotheses with AI-moderated interviews across many more people.

Expert slate · specialty packaging

  • Former VP of operations Flexible packaging converter Booked
  • Procurement director National snack brand Booked
  • Plant manager Rigid plastics, Midwest Screen passed
  • Former head of sales Resin distributor Screen passed

Built for how firms work

Clean calls, client-ready output.

  • Conflict check
  • Compliance attestation
  • MNPI screening
  • Verified identity
  • Transcripts in minutes

Every participant attests before a call, and every quote in your deck traces back to a verified person and a timestamp.

Used for

  • Commercial due diligence
  • Expert calls
  • Customer interviews
  • Market sizing checks
  • Pricing research
  • Operations and workforce
  • Post-merger integration

Get started

Go straight to the source.

Find experts Talk to our team