XO Vantage

Research your prospects the way Fortune 500 BD teams wish they could.

XO Vantage delivers company-specific intelligence in 48 hours — complete financial signals, leadership analysis, expansion indicators, and a synthesis tailored to how your company engages. No analyst required.

Every report

Every report. What's in it. Why it matters.

A Vantage report is not a summary of a company's website. It's external intelligence assembled from SEC filings, trade press, job postings, customs manifests, patent records, and FCC data — synthesized into a structured picture of where a company is, where it's heading, and what that means for you.

01

Executive Summary

BLUF judgment + key statistics. Revenue, headcount, financial trajectory, deal readiness signal.

02

Company Profile

Business model, segment breakdown, geographic footprint. Who they are and how they make money.

03

Strategic Direction

Board-level signals, active strategic bets, recent pivots. Where they're trying to go.

04

Products & Technology

What they build, how it's differentiated, technology stack signals about their direction.

05

Competitive Position

Where they stand in their market. Who they're competing with, where winning, where exposed.

06

Key People

Executives, board members, dealmakers. Leadership stability, tenure, decision-making authority.

07

Expansion Signals

New hires in new geographies, facility expansions, acquisition activity, product launches.

08

Manufacturing & Supply Chain

Supplier relationships from customs manifests and import records — the layer most tools can't reach.

09

Signals & Watch Items

Where this company is headed in the next 6–18 months. Flagged explicitly so you know what to monitor.

+

Plus: The Synthesis Layer

After the intelligence report, we deliver a synthesis section calibrated to your specific company. This answers the question your report can't answer on its own: what does this mean for us? Should we pursue this? Who is the right contact, and what angle do we use? The synthesis starts calibrated and sharpens with every engagement.

Turnaround

48 hours from request to delivery

Format

Full-length branded report — Google Doc

Source scope

External, publicly available data only

Pricing

Straightforward. No retainer required to start.

Per Report

$749/ report
  • One company, full 9-section report
  • Synthesis layer included
  • 48-hour delivery
  • Request as many or as few as you need

Best for: teams evaluating a specific prospect, deal, or target before committing to a relationship.

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Retainer

Custom
  • Ongoing coverage of a defined target list
  • Monthly refresh cycle
  • Accumulating client synthesis profile
  • Priority turnaround

Best for: BD teams with 10+ active targets, PE firms evaluating deal flow, economic development agencies running proactive company attraction programs.

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We'll be direct: $749 is less than two hours of a senior research analyst's time at a firm. The per-report model exists so you can evaluate the output before committing to a relationship. If the first report is useful — and it should be — we'll talk about what ongoing coverage looks like for your team.

Who it's for

Two kinds of buyers. Same underlying problem.

B2B Companies

You have a list of companies you should be pursuing — but your team doesn't have enough context to know which ones are worth the effort, or how to approach the ones that are. Your pipeline has leaks: deals you shouldn't have started, deals you lost because you went in under-prepared, deals you never found.

Vantage gives your team the intelligence layer that turns "we think this might be a good account" into "here's exactly why this is the right target, here's who to call, and here's what to say."

Use cases

Pre-call prepAccount prioritizationBiz dev qualificationCompetitive positioning

Economic Development Agencies

You're responsible for attracting companies to your region — which means you need to understand hundreds of companies across multiple industries, know which ones are in growth or relocation mode, and approach them with a value prop that's specific to their situation.

Vantage gives you the company-level intelligence and synthesis to make your outreach feel like it came from someone who actually understands their business — not a form letter.

Use cases

Company attraction targetingSite selector prepRegional pitch customizationDeal flow monitoring
Sample output

Here's what we actually deliver.

XO Vantage Report — Executive Summary
Score: 8.90 / 10

Bottom Line Up Front

[Sample executive summary from a completed Vantage report — drawn from publicly available information on a gaming/lottery industry company. Shows the BLUF judgment, strategic direction signals, and deal readiness assessment.]

* Full sample report available upon request. This report scored 8.90 on our 8-dimension quality rubric. Our delivery threshold is 9.5. Every report we send to a client has passed that gate.

At a Glance

Report depth9 sections
Source typesSEC, trade press, customs, patents, FCC
Delivery48 hours
Quality score8.90 / 10
Data typeExternal only