THE CHALLENGE
Deep tech breaks the standard playbook.
Conventional strategy tools assume short cycles, clear data and established competitors. Deep technology has none of these. Development timelines run to decades. Technical risk is high and hard to price. Capital requirements are large and policy-dependent. Leaders need advisors who understand both the science and the business — not one or the other.
WHAT WE DO
Technology readiness
We assess what is real, what is hype, and what timelines to commercial maturity look like. Primary sources, direct expert access, grounded conclusions.
Market & value pools
We size markets from first principles, map the value chain, and identify where profit will sit as the technology matures. Not analyst reports — original analysis.
Where to play, how to win
We define strategic options, assess positioning against competitors and partners, and help you choose a path that fits your capabilities and risk appetite.
Timing & roadmaps
We help you decide when to move: scenario planning, trigger-based roadmaps and investment sequencing that account for technical and market uncertainty.
HOW WE WORK
Frame the decision
We start with the decision you need to make — not a generic market study. Scope, success criteria and key uncertainties are defined together before any analysis begins.
Build the evidence
Primary sources: scientific literature, patent landscapes, expert interviews, proprietary data. We do not recycle analyst reports.
Model the options
Structured scenarios and strategic options, with explicit assumptions. You see the reasoning, not just the conclusions.
Support the decision
We stay through the decision — presenting to boards and leadership teams, answering questions, and helping implement the first steps.
Frame the decision
We start with the decision you need to make — not a generic market study. Scope, success criteria and key uncertainties are defined together before any analysis begins.
Build the evidence
Primary sources: scientific literature, patent landscapes, expert interviews, proprietary data. We do not recycle analyst reports.
Model the options
Structured scenarios and strategic options, with explicit assumptions. You see the reasoning, not just the conclusions.
Support the decision
We stay through the decision — presenting to boards and leadership teams, answering questions, and helping implement the first steps.
SELECTED WORK
A global industrial conglomerate
Challenge
Whether to build an internal quantum sensing capability or partner with emerging vendors.
Approach
Technology readiness assessment across five quantum sensing modalities, combined with a build-buy-partner analysis.
Outcome
A clear recommendation with a staged investment roadmap and three preferred partner profiles.
A large European energy company
Challenge
The strategic role of green hydrogen in a long-range portfolio review.
Approach
Cost-curve modelling, electrolyser technology assessment and value-chain mapping across four geographies.
Outcome
A hydrogen strategy with prioritised use cases and a capital deployment sequence.
A sovereign wealth fund
Challenge
A framework for evaluating deep-tech venture investments in space infrastructure.
Approach
Market structure analysis, technology maturity mapping and a scoring framework for early-stage space companies.
Outcome
An investment thesis and due diligence framework now used across their technology portfolio.
PERSPECTIVES
View all →Why most corporate quantum strategies will need to be rewritten
The commercial timeline for fault-tolerant quantum computing has shifted. Companies that built strategies on earlier assumptions face a material recalibration.
Read more →Green hydrogen: separating the durable opportunity from the noise
Read more →Satellite constellations and the industrial enterprise: a strategic map
Read more →A complex technology decision ahead?
We work with a small number of clients at any time. If you are facing a significant technology or market strategy decision, we would like to hear about it.