Proprietary Research Mosaic focuses on proprietary research through its three divisions, presenting a strong fit for fund managers seeking exclusive data, which can be leveraged to upsell advanced data subscriptions and customized research services.

Data Driven Recruiting Leveraging Mosaic Advisors and Data Services to source unique data sets positions the company to offer premium data collection, verification, and integration services to investment teams building differentiated research capabilities.

Software For Research MosaicRM Software enables streamlined internal research workflows, suggesting opportunities to sell additional modules, integrations with existing fund environments, and consulting on process optimization.

Growth Appetite With revenue in the low single digits and a lean team, Mosaic may be highly receptive to scalable, low-risk partnerships, channel partnerships, and pilot programs to expand client reach and revenue per client.

Competitive Positioning Operating in an ecosystem with players like Guidepoint and AlphaSights, Mosaic can be positioned as a boutique, nimble alternative for firms seeking customized data sourcing, hence targeting mid-market funds looking for personalized services.