Investors
B2B services
Low confidence
Updated model
Illustrative case study · The outcome shown is a modeled decision, not a measured client result.
Who needed the answer
An investment banking deal team assessing a B2B services acquisition. Its model assumed 95% customer retention after a 5% price increase.
Why they needed help
The diligence window had narrowed to four weeks. Public data couldn’t validate the assumption, and a conventional survey would take a week.
What they asked
Our model says 95% of the target's customers would stay after a 5% price rise. Do you agree?
What the experts said
Experts estimate about 85% retention for the add-on product, not 95%
Experts expected core-product customers to stay near 95%, but said add-on users have cheaper alternatives and would leave first. Estimates for the add-on ranged from 80% to 92%.
Sample responses
“The core platform is sticky. The add-on is where people shop around once the price moves.”
Procurement lead, customer of the target (1,000–5,000 employees)
answer_id
ans_538453d7
respondent_id
rsp_91df47d8
“At 5% I’d still renew everything. I don’t think we’re unusual.”
Operations director, customer of the target (500–1,000 employees)
answer_id
ans_f1bbcd88
respondent_id
rsp_5e788dbb
Illustrative quotes. In the product, every answer carries an answer_id and a respondent_id. The answer_id links to the full response and when it was given; the respondent_id links to the expert’s screened profile without revealing who they are, so any number can be traced back to its source.
About the experts and method
Who answered
Customers' procurement and operations leads; former employees who left 12+ months ago
Responses
All 12 answered · 2 agree · 9 disagree · 1 unsure
Safeguards
Private target; no current employees; no contract terms; experts certify no material non-public information
Business impact
From the findings via Ask Synquery Connector, the team decided to lower add-on retention to 85% and keep the core product at 95%.
The team limits the proposed price increase to the core product in the value-creation plan.