CHALLENGE

Stax wanted to distill changes in healthcare PE investments post-tariffs.

With tariffs clouding the outlook for 2025, Stax wanted to know how healthcare-focused PE investors in the US were responding: where they were putting capital, what sectors they were eyeing, and how diligence priorities were shifting. Stax needed proprietary data for a thought leadership report to guide client conversations and build new relationships.

SOLUTION

Stax chose Potloc to survey 200 PE investors with speed and clarity.

Potloc’s team sharpened the survey design, ensuring that key themes like capital deployment, diligence priorities, and AI adoption were captured effectively. Fourteen layers of data quality controls safeguarded the integrity of responses. With Potloc’s dashboard, Stax was able to analyze data in real time, test different cuts, and visualize findings — making it easier to surface actionable insights for the final report.

RESULTS

Stax published insights that strengthen and attract client relationships.

The report highlights investor optimism about capital deployment, the influence of tariffs on diligence, and the rising role of AI in healthcare. These findings didn’t just inform Stax’s current engagements — they also became a catalyst for building prospective client relationships by showcasing Stax’s authority in healthcare investing.