Peripheral Insights
Instant expertise on every opportunity.
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The Cost of Traditional Diligence
Investors spend an average of 118 hours over 83 days¹ on each deal, many of which ultimately do not close.
This happens because teams must first familiarise themselves with an unfamiliar industry or company. Too often, decisive but non-obvious risks are uncovered late in the process.
¹ 'How Venture Capitalists Make Decisions.' Harvard Business Review, Mar.–Apr. 2021
Our Solution
Peripheral is purpose built to produce sector specific due diligence reports on private-market companies.
After years of engineering, we've addressed one of the industry's defining challenges: generating in-depth analytical reports on private companies using only their name and website.
Our reasoning models can operate entirely without client data, conducting and compressing weeks of research into hours.
Through our platform, investors can share their investment thesis and preferences for inclusion in every report run, and have the option to securely share additional company information that will be integrated into our analysis.
Users can ask follow-up questions on any report section, receiving answers in real time.
How It Works
Starting from zero, we are able to cut through a company's claims and turn scattered information — from patents, new regulations, or competitor signals — into clear insights.
A key enabler of this is our novel data architecture, which redefines how information is sourced, interpreted, and validated.
Our conclusions come from both the data we find and the gaps left behind.
Our Reports
Our reports average 30-45 pages in length, are fully sourced, and completely bespoke to the company being researched.
Table of Contents
- 1.Summary
- 2.Key Terms
- 3.Company Overview
- 4.Product Portfolio
- 5.Market Size & Drivers
- 6.Competitive Landscape
- 7.Operational Execution
- 8.Commercial Strategy
- 9.IP & Defensibility
- 10.Capitalisation
- 11.External Risks
- 12.Conclusion
- 13.Key Insights & Uncertainties
- 14.Due Diligence Questions
Competitive Landscape
…Within that PtL subset, Air Company differentiates itself on three axes: reactor design, claimed carbon-negative life-cycle profile, and an 'asset-light' licensing model. The single-step catalyst converts CO₂ and H₂ into an alcohol intermediate without the conventional water-gas-shift and Fischer–Tropsch loop…
Click to explore interactive question...
"Tell me more about this, please. I don't fully understand the relevance of the single-step catalyst to the company's moat? Does this have an impact on capex or unit economics?"
Capitalisation
…Project-finance lenders will likely insist on three hard proofs that are presently missing: a power-purchase agreement below three cents per kilowatt-hour, a catalyst-durability guarantee backed by field data, and at least one enforceable off-take contract that locks volume, price and delivery schedule…
Due Diligence Questions
What is the current timeline and funding plan for producing the ≈300,000-gallon batch required to complete the ASTM D7566 ballot for neat power-to-liquid kerosene?
Why it matters: without annex approval airlines cannot legally blend the fuel at commercial volumes, rendering all LOIs non-monetisable.
Table of Contents
- 1.Summary
- 2.Key Terms
- 3.Company Overview
- 4.Product Portfolio
- 5.Market Size & Drivers
- 6.Competitive Landscape
- 7.Operational Execution
- 8.Commercial Strategy
- 9.IP & Defensibility
- 10.Capitalisation
- 11.External Risks
- 12.Conclusion
- 13.Key Insights & Uncertainties
- 14.Due Diligence Questions
How It Compares
What the Company Says
"Leaders in Synthetic Fuel Technology" — Air Company
What the Media Says
"This milestone is more than a technological breakthrough. It's a bold reimagining of how we power national defence, tackle climate change, and bring energy security into the 21st century." — Forbes, 2025
What our Report Says
"The company has successfully raised its profile through high-visibility partnerships, media coverage and early defence funding. Yet, each pillar of its long-term mission—technical proof at commercial scale, regulatory certification for neat use, and cost competitiveness driven by cheap renewable power—still sits in the category of work-in-progress. Accordingly, investors should view the strategic vision as directionally compelling yet materially unproven." — Peripheral Insights, 2025
Differentiated Approach
Our reports provide real depth. We believe world class models, like top experts, must be specialists.
With decades of experience in venture capital and private equity, we've built and trained our engines to mirror the structured reasoning of industry-specific analyst teams. We are insiders — and so are our models.
Our Models
We are launching with two specialised models: one for deep tech and novel first-of-a-kind technologies, and another for SaaS.
Together they cover both ends of the diligence spectrum: from overwhelming complexity to markets where similar offerings obscure moat and critical nuance.
For opportunities that don't fit either, we have built an industry-agnostic model on the same proprietary architecture. This means it outperforms traditional generalist approaches and still surfaces most — if not all — meaningful insights. As we evolve, we will continue to bring new sector-specific models online.
About Us
Our founders come from careers in venture capital, private equity, and M&A. Their experience spans from co-leading a New York–based fund focused on scaling novel materials to specialising in high-growth software.
The broader group of colleagues and advisors bring equally specialised backgrounds, from taking private companies public in large-scale energy projects, to deep expertise in insurance.
The technology side is led by experts who have taught artificial intelligence at leading universities and delivered large-scale AI projects for blue-chip firms.
Collectively, the company draws on experience from institutions such as UBS, KPMG, Deutsche Bank, and Goldman Sachs. We are a diverse team headquartered in the City of London.
Ethics
While not political, we are guided by firm ethical principles. Therefore, our models will not analyse businesses in fossil fuels, weapons and defence, pornography, or other sectors with well-documented humanitarian or ecological harm.
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