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Whitespace & Asset Allocation

From business frameworks and financial forecasting, to strategic roadmaps and pre-IPO growth narratives, we help businesses ranging from start-ups to Fortune 100s maximize their potential and uncover new paths to growth.

Disrupt or be disrupted. Win the asset allocation game by knowing where whitespace exists and how to own it.

Change is never simple and to be successful, it’s imperative to quickly recognize when new technologies, consumer behavior shifts, or business consolidation opens the door for business expansion, product and intellectual property extensions or wholly new business offerings and models. This is something we have been helping our clients with since day one.

You need to keep a pulse on everything from changes in consumer behavior patterns, advances in technology, and shifts in macro trends to keep your core business thriving. You need to pay attention to these high-level elements as well as underlying micro shifts if you want to be one step ahead and know when to invest, divest or revamp parts of your business.

whitespace asset allocationChange is the constant.

When we look at the future of your space and adjacencies to uncover whitespace, we don’t stop at the identification stage. We ground our recommendations in human-centered design practices, rigorous analysis of primary research and secondary market data to deliver everything from market and financial forecasting, growth and investment narratives, go-to-market strategies, and performance enhancement plans replete with staffing scenarios and detailed plans to give you immediate viable options.

Whether you are looking to make an initial public offering, prep for sale, reinvent your core offering, extend your IP or simply defend against the competition through best-in-class innovation practices, we are the partner that can help you create insight and data-driven plans for your next stage.


When we work on whitespace identification and asset allocation strategies with clients, they often start with the following types of questions:

  • What is ripe for disruption in my space?
  • Where are unmet needs that could become a point of differentiation for us?
  • Can we capitalize on the friction in our industry by creating something new and valuable for consumers?
  • How do we prepare to file for IPO?
  • How do we show investors that we’re ready to move forward in progressive and market savvy ways?
  • We are in the middle of our strategic planning and we need fresh thinking that is grounded in what the consumer wants and needs vs. our current business situation. Can you help?
  • Can you help us identify and prioritize the most impactful innovations for investment?

What challenges are you facing today?

We’re ready to deliver insights and move your organization forward.