investment Intelligence

We’re all about your real competitive advantage.

Gain a competitive advantage with our investment intelligence services for an ever-changing & confusing world. Please get in touch for a free, no-obligation chat.

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Don’t part with your hard-earned money until you know every detail.

Make Informed Investment Decisions

The need for agile and bespoke solutions has become even more apparent than ever. So our services are being increasingly called upon by industry peers in a time when uncertainty is high. And deeper scrutiny is vital with our Investment Intelligence.

Understanding what you are getting yourself into is paramount. And an investment is never only about the numbers.

It must be about understanding the whole picture with Investment Intelligence and deep Due Diligence.

Octopus combines decades of experience in accounting & business modelling. Merchant banking & finance, high growth business consultancy. And significant commercial intelligence.

No matter how big a deal is, we can offer a unique capability that enables us to provide you with a holistic investment scrutiny service.

To minimise your risk and uncertainty. And maximise opportunity in your portfolio.

Using our tried, tested and flexible model, we bespoke our services to your exact needs during:

Pre-investment stage
During the process
After investment to performance monitoring

The truth can be hard to find. And those hidden obstacles prevent you from seeing the real picture.

Also, when considering an investment opportunity, you need the full picture before you can make the right decision or negotiate any deal. And it’s not just about the money. It’s about Investment Intelligence.

What is the team like?

What is the real company history?
And what do their customers really think about them?
Is their idea feasible?
What is in their history with previous investments in business and other things?
Are they fully risk-assessed?
How do they think, act and also, and respond to pressure?
Does their proposition stand up in real-world scrutiny and future-proofing?
Who are their real competitors?

Real Due Diligence

But it’s not just a database search. Looking at a spreadsheet, and off you go, happy. We try to understand the behavioural characteristics of individual decision-makers.

And, in most cases, certain character idiosyncrasies do leave a footprint.

And we go beyond box-ticking and spreadsheet diligence. With high-quality research backed up with access to local databases and leaks.

Protect Your Investment Portfolio

Real insight

We can offer boots-on-the-ground investigations and site visits.

Due Diligence includes:

Finance checks
Online address confirmation
Reference checks
Confirmation of current company structure
Shareholding
Fiduciary performance
Past appointments etc
Physical confirmation of home address
Location of former employers.

And we can do deeper with many other actions such as interviewing the target invests and their customers and suppliers.

We can answer all of these questions and almost certainly deliver additional findings that might be completely unforeseen.

The market

And is the market growing? Also, is the tech viable and original and can the proposition be understood by the target audience?

It is all about minimising risk and increasing certainty

Identify and reduce operational and investment risk and increase certainty before decisions are made with excellent due diligence and Intelligence.

Identify Opportunities – Our competitive intelligence services provide valuable insights into market trends, consumer behaviour, and industry dynamics. This helps you identify potential opportunities and make informed decisions about your investments.
Mitigate Risks – Investing comes with inherent risks, such as regulatory challenges, supply chain disruptions, and economic instability. Our competitive intelligence services help you identify and mitigate these risks by providing valuable information on potential investment threats.
Stay Ahead of the Competition – Our competitive intelligence services provide insights into your competitors’ strengths, weaknesses, strategies, and activities. This helps you stay ahead of the competition, make informed decisions, and develop effective investment strategies.