Market maps, scorecards, and category notes on the companies and themes shaping private capital. Public research builds trust at the top of the funnel; deal-specific memos stay inside the platform once an opportunity is active.
The public framework explains how Alphaneo thinks. The private deal memo applies it to a specific opportunity, with evidence labels, open diligence items, and stage-appropriate investor actions.
Founder-market fit, prior operating or exit history, depth of the leadership bench, and ability to recruit against category leaders. Scored on evidence, not pedigree.
Addressable spend, structural growth drivers, and whether the wedge supports the target outcome. We discount storytelling TAMs built from top-down macro figures.
Differentiation against incumbents and new entrants, switching costs, data or network effects, and whether the moat compounds with scale or erodes under competition.
Gross margin structure, payback period, net revenue retention, and capital efficiency — the variables that determine whether growth is a value-creating or value-destroying activity.
Lead quality, preference stack, clean-up language, and where the round prices relative to comparable public and private benchmarks. Anchored in data, not narrative.
Regulatory posture, key-person concentration, cap table complexity, audit and data quality, and the items the company volunteered versus the items we had to chase.
Each scorecard ships with a 1,500–2,000 word analyst note explaining the scores, the data behind them, and the two or three things an investor should watch before committing. We show the work — including what we got wrong in prior rounds.
Scores update when the evidence changes. If a company misses a plan, that shows up. If a category re-rates, that shows up too. Scorecards are a living record, not a pitch.
Public research should help investors, operators, and managers understand how Alphaneo forms conviction. Platform members see the deal-specific memo once a private opportunity is available.
A public-safe map of the Alphaneo coverage universe, built to show where strategic demand, technical proof, financing windows, and LP fit are beginning to converge.
Read the report →A demonstration of our company memo format — covering round economics, a rebuild of unit economics from first principles, and the analyst rationale on key risk and upside drivers.
View example →Our complete scorecard methodology — how each dimension is scored, what evidence we accept, and the categories we explicitly leave out because they can't be measured honestly.
Read the methodology →A recurring note on how demand, SPV formation, and evidence quality shape private-market access.
Not yet publishedA quarterly view of what changed across the Alphaneo coverage universe and opportunity pipeline.
Not yet publishedResearch is the bridge between the company universe, LP demand, and the investor-facing opportunity. Some work stays public; some stays private until access controls and diligence are ready.
Track companies, sectors, founders, financing windows, and source quality before deciding whether anything deserves investor attention.
Turn raw intelligence into a structured view of market timing, evidence quality, open diligence, LP fit, and likely access path.
Use public research, targeted LP outreach, and stage-specific actions to understand whether the market wants the opportunity.
Public maps build trust. Private memos support active opportunities. Updates flow back into the platform when evidence changes.
Alphaneo research is becoming the public expression of the same system we use internally: company intelligence, manager/sponsor context, LP fit, and opportunity formation.
The goal is not to publish volume for its own sake. The goal is to create high-signal research that helps the right investors and strategic operators understand why a category matters before a deal becomes investable.