What we've done

Insight in action.

Valo Momentum Case Studies. The best way to understand how Valo Momentum works is to see what we have produced. The projects below are representative of the breadth of our work across sectors and client types. All details have been anonymised in line with our commitment to client confidentiality.

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Financial Services Private Equity

Sizing a fragmented B2B payments market ahead of a growth equity investment.

The Situation

A mid-market private equity firm was evaluating a significant growth equity investment in a B2B payments technology business. The target operated in a market the investment team had limited prior exposure to, and existing syndicated research failed to capture the specific segment dynamics relevant to the deal thesis. A credible, independent view of the market was needed within four weeks.

What We Did

We delivered a focused market intelligence programme combining structured interviews with 14 senior finance and procurement professionals across target customer segments, competitive landscape mapping across 22 identified players, and bottom-up market sizing across three geographic markets. We supplemented primary findings with regulatory and transaction data to stress-test the sizing assumptions.

What We Produced

Total addressable market validated at £1.2bn across the three core geographies, with a serviceable segment of £380m identified for the target's specific proposition
Six direct competitors profiled in detail; three previously unidentified adjacency threats surfaced
Primary research revealed a significant unmet need around multi-currency reconciliation — directly informing the post-investment product roadmap
Investment committee received findings within 23 days of project kick-off; the deal proceeded to completion

Healthcare & Life Sciences Corporate

Market entry research for a European diagnostics firm expanding into the UK and German markets.

The Situation

A diagnostics business with an established presence in Southern Europe was evaluating entry into the UK and German markets. The business had a strong product but limited knowledge of the procurement structures, competitive dynamics and customer requirements that would shape its go-to-market approach in either market.

What We Did

We conducted parallel market entry research across both geographies. Our strategy involved mapping the procurement and reimbursement landscape, profiling the competitive set, and running 19 in-depth interviews with hospital procurement leads, clinical decision-makers and distributor networks in each market. Research was conducted over six weeks and delivered as a market entry brief for each geography, with a consolidated strategic recommendation.

What We Produced

UK and Germany identified as materially different in structure: UK entry recommended via NHS procurement frameworks; German entry via regional distributor partnerships
Competitive analysis identified two incumbent players with significant pricing vulnerability, representing a viable entry wedge
73% of clinical interviewees cited unmet need in the client's core product category, providing strong demand validation
Client used findings to build its European expansion roadmap, with UK market entry launched within eight months of project completion

Technology & Digital Strategy Consultancy

Competitive landscape analysis for a global consultancy advising a SaaS client on market positioning.

The Situation

A global strategy consultancy was supporting a SaaS business through a repositioning exercise following a product portfolio expansion. The consultancy needed primary competitive intelligence, beyond what desk research could provide, to underpin its positioning recommendations to the client's leadership team.

What We Did

We conducted a structured competitor intelligence programme across 18 players in the client's expanded competitive set, combining mystery shopping, feature and pricing analysis and 11 interviews with buyers who had recently evaluated the client's product against alternatives. We also ran a perception audit across a sample of around 220 target-segment buyers to establish how the client's brand was currently understood relative to key competitors.

What We Produced

Client's brand identified as significantly stronger on trust and reliability than competitors, but materially weaker on perceived innovation – a finding that directly shaped the consultancy's repositioning recommendation
Pricing analysis revealed the client was positioned 17% above median for its revised competitive set, with buyer research indicating limited willingness to pay the premium without stronger product differentiation
Three competitor vulnerabilities identified that the client's expanded product portfolio was well-placed to exploit
Consultancy delivered its strategic recommendations to the SaaS client's board within two weeks of receiving Valo Momentum's findings

Consumer & Retail Entrepreneur

Demand validation and market sizing for a direct-to-consumer wellness brand at pre-launch stage.

The Situation

An entrepreneur with an established professional background was preparing to launch a direct-to-consumer wellness brand targeting a specific demographic underserved by existing players. Before committing significant capital to product development and brand building, she needed an objective view of whether the demand and market conditions supported the proposition.

What We Did

We designed a two-phase research programme: a quantitative survey of 450 respondents within the target demographic to test proposition appeal, willingness to pay and channel preference, followed by eight qualitative depth interviews to explore the motivations and barriers that the survey data surfaced. We also sized the accessible market using a combination of category data, demographic segmentation and comparable brand benchmarking.

What We Produced

64% of survey respondents rated the core proposition as appealing or very appealing within the target demographic; 41% indicated a willingness to pay at or above the planned price point
Qualitative research identified a recurring concern around ingredient transparency that had not been anticipated in the original brand concept. This directly informed a new packaging and communications strategy
Accessible market sized at approximately £95m in the UK alone, with evidence of underdeveloped demand in the 35–55 age bracket pointing to a more precise targeting opportunity
Client launched with a refined proposition and revised target demographic six months later, citing the research as central to her investment decision

Every project is different

These four projects represent four different client types, four different sectors and four different research questions. What they share is the same approach: a brief taken seriously, a methodology built around the question, and findings delivered in a form that fed directly into a critical decision.

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