Research programme

We don't specialise in an industry. We specialise in changing one.

Our research programme takes one sector at a time. We tear it down with the same method every time, publish what we find, and work with the firms best placed to act on it.

Programme status

Sectors

SectorStatusPublishedOutputs
Home energy & heatingTeardown published3 November 2026Industry teardown, two insights, 47 public reviews and forum posts analysed, a third-party price survey of 34 Dublin installers reviewed, working prototype of the fix.
Next sectorScreening–Selected against the criteria below. Propose a sector.

Selection

How we choose a sector

We score each candidate from 1 to 5 on five criteria and enter where the evidence is strongest.

  1. A fragmented mid-market

    Many firms of meaningful size, often owner-run, where one decision maker can say yes.

  2. Public pain

    Buyers describe the same failure in reviews and forums, in their own words.

  3. An office-work leak

    The failure is in quoting, booking, follow-up or administration, which software can now do, rather than in the craft itself.

  4. Visible economics

    Prices, margins and volumes can be estimated from public data.

  5. Answer-layer exposure

    Buyers now ask AI assistants who to use and what a fair price is.

Method

What we look at in every teardown

01

The buyer's moment

When does the customer decide, who is in the room, and what do they need in that minute?

02

The public evidence

Reviews, forums and complaints in customers' own words, coded for the failure that repeats.

03

The price and the promise

What competitors publish, how fast they reply, and what they guarantee.

04

The answer layer

What ChatGPT, Gemini, Perplexity and Google say when buyers ask, and who gets named.

05

The economics

Unit margins, capacity, regulation and who in the chain captures value today.

06

The fix and the partner

The smallest AI-native system that closes the gap, and the firm best placed to run it.

Research standards

How we treat evidence

  • Quotes are verbatim and anonymised. We keep the writer's own words and spelling, and remove the names of firms and staff.
  • Every figure is dated and linked. We record when each source was read.
  • Assumptions are labelled. Worked examples say which numbers are illustrations.
  • No firm is named as a client unless it has agreed in writing.