Data-driven intelligence for smarter investment decisions.
We help investors and operators understand markets, validate opportunities, and accelerate growth - with the speed of AI and the rigor of top-tier consulting.
Traditional research is too slow, too expensive, and too shallow.
Deal teams need defensible market intelligence to make investment decisions. Operating companies need to understand their competitive position to grow. But the typical options all have trade-offs:
Traditional consulting delivers depth, but takes weeks and costs six figures.
Quick desk research is fast but has blind spots and doesn't hold up in investment committee meetings.
Internal team analysis is biased by proximity - hard to see your own blind spots.
AI-generated narratives are increasingly common, but opaque methodology and hallucinations make them difficult to trust and defend in an IC context.
What if you could get consulting-grade competitive intelligence in days instead of weeks - with every finding traceable to its source?
AI-enabled research. Consulting-grade rigor.
We combine advanced AI tools with senior analytical judgment to deliver competitive intelligence that's fast, thorough, and fully auditable.
Fast.
Actionable results in days, not weeks - aligned to deal timelines.
Comprehensive.
Thousands of customer, competitor, and market datapoints vs. a small number of expert interviews.
Auditable.
Every finding traceable to specific customer reviews, posts, or data sources. No hallucinations or black boxes.
Actionable.
Quantifies impact and prioritizes what matters.
Senior-led, not delegated.
Your engagement is led by a principal with 20+ years of experience across McKinsey, Gartner, and multiple B2B technology companies. No hand-offs to junior teams.
How We Help
Commercial Due Diligence
Helping investors evaluate opportunities with AI-enabled market and competitive analysis. We assess market attractiveness, competitive positioning, customer sentiment, go-to-market differentiation, and talent risk - delivering actionable intelligence on deal timelines.
Growth Intelligence
Helping companies sharpen positioning, identify competitive vulnerabilities as well as whitespace, and accelerate revenue through data-driven market insights. The same rigorous methodology, now pointed at helping your portfolio company win.
McKinsey & Company | Gartner | Medidata Solutions | SAP | Harvard Business School
20+ years of strategy, analytics, and B2B technology leadership across companies from $20M to $6B in revenue. Four acquisitions led and integrated. $145M in measurable client value impact at Gartner.
Recent Work
Commercial Due Diligence - Revenue Enablement Software
Full-scope CDD for a growth equity firm evaluating a B2B SaaS platform. Analyzed 5,800+ customer reviews, 2,000+ employer reviews, and 2,100+ competitive web pages across 8 competitors. Delivered market sizing, competitive landscape, customer sentiment analysis, GTM benchmarking, and talent risk assessment.
Competitive Positioning Assessment - Fintech
Mapped messaging differentiation vs. reach across 5 competitors using AI classification of full competitive websites and LinkedIn activity. Identified strongest differentiators and positioning gaps. Delivered head-to-head messaging scripts and tactical playbook for expanding market reach.
Competitive Opportunity Analysis - Online Brokerage
Competitive opportunity assessment for an online brokerage launching a new trading platform. Classified 18,000+ sentiment-coded sentences from 5,300+ customer posts across 6 competitors. Identified switching triggers and competitor vulnerabilities, delivering positioning strategy and competitive winback campaign framework.
About Newbridge Advisory
Newbridge Advisory was founded by Erik Schulz to bring a faster, more rigorous approach to competitive intelligence and market analysis for investors and operators.
Erik's career spans McKinsey, Gartner, Medidata Solutions, and SAP - with a consistent thread: using data and analytics to drive better strategic decisions. At Gartner, he led the research analytics organization, contributing $145M in retained contract value. At Medidata, he developed the integrated platform strategy that drove 48% year-over-year bookings growth.
Ready to talk?
Whether you're evaluating an investment opportunity or looking to sharpen a portfolio company's competitive position, we'd welcome the conversation.
erik@newbridgeadvisory.net | linkedin.com/in/erikrschulz