Brand diligence and portfolio monitoring.
Brand strength drives value, and it's hard to verify in diligence or to watch across a portfolio. An annual tracker is too slow and too expensive to run on every name.
Questions they ask
- How wide is awareness?Awareness RateWhat % of consumers are aware of your brand or product?
- Where does the brand trail competitors?Performance BenchmarksHow does your brand perform on every metric vs. competitors and the category?
- Is consideration moving?Consideration RateWhat % of consumers would consider buying your brand?
- Where is the funnel leaking?Conversion RateWhat % of aware consumers are you converting into buyers?
In practice
How investors & private equity use Cleria.
- 01
Diligence
Commission a wave
Independent consumer data in days.
- 02
Awareness
Check awareness
86% in the US. 78% in Germany.
US awareness
86%+8 pts vs Germany
- 03
The set
Put competitors next to it
The same metrics, so the brand isn't graded on its own trend alone.
- 04
The memo
Add it to the committee pack
Awareness, consideration, and where the funnel leaks — in the committee pack.
Illustrative data · BrightLeaf, Sparkling Tea · Wave 06-2026 · N = 10,000 · ±1.0
Diligence, fast
Independent data on awareness, consideration, and competitive position in days.
Watch the portfolio
Brand health across holdings, on a cadence and budget that can cover more than one name.
Benchmark the category
Each brand against its competitors, not only its own trend.
Evidence for the thesis
Consumer data for investment committees, value-creation plans, and exits.
Relevant solutions
Questions this team asks.
Each one uses the same 30 metrics from Brand Tracker 360™, pointed at a decision this team owns.
Other teams
See how Cleria fits investors & private equity.
A 30-minute call, or just let us know what you need.