Research that filters signal from noise.

Avalon Capital Research publishes independent analysis of US-listed equities, indices, and the macro forces behind them, written for fund managers, allocators, and serious investors.

We cover individual companies, sector trends, monetary policy, and the political decisions that move markets. Our Closing Bell series recaps each trading session and the context behind the moves, while our long-form research digs into earnings, capital flows, and the data driving the bigger ones.

Read the Closing Bell
Research Reports

7,000+

Subscribers

$10-250M

AUM Clients Served

Mon-Friday

Research Published

OUR SERVICES

Institutional-grade analysis, on demand.

The performance of an in-house research desk, without the cost of building one.

Beyond our published research, we work directly with private equity funds, family offices, and institutional investors on a contract basis. Typical clients manage $10M-$250M and need the same depth a larger organization gets internally.

  • Engaged by

    Private equity funds, family offices, and institutional investors managing $10M–$250M.

    Timing

    Scoped per deal. Typical turnaround 2–4 weeks.

    Sectors

    Biotech, surgical robotics, semiconductor equipment, trucking and logistics, expedited freight, B2B SaaS, FinTech, AI, manufacturing.

    What it is

    A full CDD report covering market sizing, competitive positioning, financial performance analysis, balance sheet review, peer benchmarking, risk assessment, and valuation.

    Deliverables

    • Board and Investment Committee-ready standalone document

    • Market sizing with named comparables

    • Financial performance + balance sheet review

    • Risk assessment and valuation framework

  • Engaged by

    Funds that need analytical depth on specific sectors without carrying a full-time analyst.

    Timing

    Quarterly publication, ad-hoc between.

    Sectors

    Tailored to mandate.

    What it is

    Living coverage of your priority verticals, refreshed around earnings cycles and material market-moving events.

    Deliverables

    • Quarterly sector landscape memo

    • Earnings-driven update notes

    • Comp set maintained in shared workbook

    • Direct line to the analyst between updates

  • Engaged by

    GPs 12–36 months into ownership, or preparing for a process.

    Timing

    Ongoing or single-engagement.

    Sectors

    Public and private comparables across covered sectors.

    What it is

    A clear read on whether the value-creation thesis is on track, and what to do if not.

    Deliverables

    • Quarterly thesis tracking memo

    • Operating KPI redlines vs. underwrite

    • Exit narrative draft (CIM-ready)

    • Board pre-read packs

  • Engaged by

    Funds with broad mandates and limited sourcing bandwidth.

    Timing

    Weekly cadence.

    Sectors

    Filtered by mandate.

    What it is

    Screened pipeline. Not a SaaS firehose, not "AI for X" filler.

    Deliverables

    • Weekly screened list (10–25 names)

    • One-pager on top three each week

    • Quarterly review of conversion math

  • Engaged by

    Sub-$250M funds without a dedicated IR resource.

    Timing

    Quarterly. Annual AGM deck on cycle.

    Sectors

    Mandate-agnostic.

    What it is

    LP comms that read like the GP wrote them, because the GP signed off on every line.

    Deliverables

    • Quarterly LP letter (draft + final)

    • Annual AGM deck

    • 1:1 LP brief drafts

OUR APPROACH

Financial research in a format any serious investor can use.

Our method is simple:

We produce research on companies and the forces that move markets, written plainly enough to act on. If a piece doesn't help you make a better-informed decision, we haven't done our job.

Questions

Every piece starts with a question worth answering, not a thesis we set out to defend.

Data Inputs

Seeking Alpha, FactSet, and our own models. Primary sources, not aggregated headlines.

Publishing

Timed to earnings and the events that move prices, so you read it before the move, not after.

FEATURED ARTICLES