About Keystone IQ

Who We Are

Keystone IQ provides revenue quality and value creation intelligence to UK private equity deal teams, built from customer transaction data at entry, hold and exit. The work behind growth programmes delivered internationally with Keystone Partners is now pointed at a single investor question: what is this revenue actually worth, and where is the risk already building? This is an operator's read, not a consultant's framework — two decades sat inside the customer bases of listed consumer, subscription, streaming, loyalty, financial services and retail businesses.

The Methodology

• Distributional movement across five behavioural metrics — frequency, total spend, breadth of purchasing, recency, order value
• 12 to 48 months of observed transaction data, at individual customer level
• No assumed probability models, no survey-based proxies, no cohort averages
• The judgement layer above the analytics: what a movement pattern means for the thesis, and what to do about it

Speed That Matches Deal Timelines

How the Four Services Fit

• Health Check — pre-deal screening, revenue truth before the CDD budget is committed
• Customer Base Diagnostic — full pre-entry diligence on revenue quality and durability
• Value Creation Map — post-entry, where the value actually sits and in what order to take it
• Value Creation Advisory — hold-period execution support through to exit

Evidence and Positioning

• Anonymised case studies rebuilt from transaction data show the methodology in practice
• Redacted diagnostic output samples are available to qualified deal teams under NDA
• No PII is ever taken; anonymised data only, to a spec issued at scoping
• First step with any prospect: a 30-minute, no-obligation conversation