Know what consumers think before you invest
AI-powered consumer research for public equity investors
Primary consumer research built around investment debates
Condulo helps investors answer key debates around consumer-facing stocks by recruiting targeted consumers, conducting structured interviews, and distilling the findings into investment research reports.
Browse research initiated by Condulo or commission a custom study around questions most relevant to your investment thesis.
Built by former investors, for investors
From investment debate to differentiated research
Condulo manages the primary research process from participant recruitment through analysis and reporting.
- Investment Debate
- Targeted Consumers
- Structured Interviews
- Research Report
01
You define the debate
Tell us what you are trying to answer. Start with the company, KPI, customer behavior, or investment debate you want to investigate. Define the set of questions to ask consumers.
02
We recruit the right consumers
Condulo targets the people who can actually answer it. Condulo recruits and screens consumers based on the behaviors and experiences relevant to the research question.
03
We conduct structured AI-led interviews
Consumers complete structured AI-led interviews designed specifically around the investment debate being investigated.
04
We distill the findings
We turn primary evidence into investment research. Condulo analyzes the interviews and distills the findings into a research report built around the key questions you are trying to answer.
Investment research backed by primary evidence
Every Condulo study combines an investment-focused research report with the underlying consumer evidence supporting the findings.
Investment research report
Key findings, consumer patterns, and takeaways organized around the investment debate. Reports are distributed through the Research Catalog or delivered as custom research.
Interview transcripts
Review participant-level responses and inspect the underlying evidence behind the findings.
Interview recordings
Hear directly from consumers and see the full context behind individual responses.
Our conclusions aren't black boxes. We value transparency, and investors get access to the evidence.
Answer the consumer questions driving the stock
Condulo studies can investigate the consumer behaviors, decisions, and competitive dynamics underlying an investment thesis.
Switching & churn
Why are customers leaving, where are they going, and what triggered the switch?
Pricing & willingness to pay
How are consumers reacting to price changes, and where does willingness to pay begin to break?
Product adoption
Why are consumers adopting, upgrading, downgrading, or abandoning a product?
Competitive positioning
How do customers perceive competing products, brands, and value propositions?
Purchase decisions
What actually drives consideration, selection, and purchase?
Customer experience
Where are consumers satisfied, frustrated, or underserved?
And more
Build a custom study around the consumer debate most relevant to your investment thesis.
Compliant, auditable, and transparent
Condulo takes research integrity seriously. Our process incorporates multiple layers of participant screening, fraud detection, eligibility checks, and MNPI controls designed to keep bad actors and inappropriate information out of the research.
And we hide nothing. Investors can review the underlying interview transcripts and recordings, not just Condulo's interpretation of what consumers said.
Fraud & participant quality
Participants are screened for eligibility, consistency, and indicators of fraudulent or low-quality participation before their responses are incorporated into the research.
MNPI & compliance controls
Condulo uses multiple layers of screening and compliance checks intended to prevent material non-public information and other inappropriate information from entering the research process.
Auditable & transparent research
Key research events and participant records are retained for review, while investors can access the underlying transcripts and interview recordings behind Condulo's findings.
Primary research built for the speed of public markets.
Faster research
Condulo compresses the work of recruiting consumers, conducting interviews, analyzing responses, and producing research into a single process.
More targeted research
Screen participants around specific behaviors and experiences rather than settling for broad demographic surveys.
Deeper evidence
Structured interviews uncover the reasoning behind consumer behavior while giving investors access to the source material behind the conclusions.
Explore Condulo research
Browse research initiated by Condulo on consumer-facing companies and investment debates. Download available research, or request a custom study around questions specific to your thesis.
Custom research
What are you trying to find out?
Tell us the company or investment debate you're researching. We'll help determine how a targeted consumer study can answer it.
No sensitive information is needed for a first conversation. Please do not include positions, holdings, client information, confidential information, or material non-public information.
Or email contact@condulo.com.