How We Actually Started
Back in 2018, I was working with a manufacturing company in Melbourne who wanted to understand why their main competitor seemed to be winning every major contract. They had hunches and fragments of information, but nothing concrete.
After three weeks of digging through public filings, industry reports, and market data, we uncovered something interesting. Their competitor wasn't just undercutting on price – they had restructured their entire supply chain and were operating with fundamentally different cost structures.
That insight changed everything for our client. But what struck me was how difficult it had been to piece together information that should have been readily available. Good companies were making decisions in the dark.
"We realized that most businesses have access to the same basic financial data, but very few know how to connect the dots to see what's really happening in their market."