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Partnership decisions get made on slide decks and lawyer drafts. The buyer almost never gets a vote, until later, by not signing the joint offer.

What partnership research tests

Most B2B partnerships fail in one of four ways. The joint offer doesn't make sense to the buyer. The economics work for the partners but not at the unit level. The channel hands off badly, so deals stall. The brand association is asymmetric and the smaller partner drags the bigger one. All four are predictable. None are usually tested before signing.

  • Joint-offer fit. Do the partner's customers (and yours) actually want the combined proposition, or is it a slide-only construct?
  • Buyer-side credibility. Does the buyer consider the partnership credible, or does it raise more questions than it answers?
  • Channel arithmetic. Does the unit economics hold once channel margin, joint marketing and joint selling costs are loaded in?
  • Brand fit. What does the association do to each partner's brand in the buyer's mind?
  • Execution risk. Can the operating cadence between the two sides actually run a deal?

What we deliver

  • A partnership verdict: proceed, proceed-with-conditions, or do not proceed, with the assumptions ranked by exposure.
  • The joint-offer test: buyer-side evidence on what works, what's missing, what's a deal-breaker.
  • The channel arithmetic: unit economics under realistic close rates.
  • The brand-fit read: anonymised buyer perception of the partnership.
  • A red-flag log: items the contract should address explicitly.
How we run it

Five steps to a partnership verdict.

  1. Define the joint offer.

    Get the proposition crisp, what the buyer would actually buy and from whom.

  2. Buyer interviews.

    Both sides' customers and prospects, tested on the joint offer.

  3. Channel modelling.

    Unit economics under realistic close rates and margin splits.

  4. Brand-fit read.

    What the partnership does to each partner's brand association.

  5. Verdict + conditions.

    Proceed, proceed-with-conditions, or no. Plus the contract items that need to bind.

The lawyers shouldn't be the people who test whether a partnership makes sense.
The reason this research belongs before the term sheet.
Frequently asked

Partnership decisions, questions.

What does research for partnerships actually answer?

Whether the partner's customers actually want the joint offer, whether your buyers consider the partner credible, whether the economic split holds at the unit level, and whether the channel arithmetic supports the contractual commitment.

When in the partnership process should it happen?

Before the term sheet, ideally. Once the lawyers are involved, research becomes a sunk-cost defence rather than a decision-making tool. The best partnerships are pressure-tested before the JV/reseller/OEM commitment is made.

What sectors does this work in?

All B2B sectors where channel partnerships matter, particularly B2B SaaS, professional services, industrial, financial services and healthcare technology.

How long does it take?

Standard: 3–5 weeks. Light Decision Brief: 5–10 working days for narrow questions.

Who commissions it?

Corporate development, channel chiefs, alliance leaders, and the executive sponsor of the partnership.

Is it adversarial to the partner?

No. The best partnerships are based on shared evidence about the joint opportunity. We frequently run research as a joint exercise with the partner, with both sides seeing the output.

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