4 steps to run a B2B survey for private equity

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The world of private equity is a complex landscape that requires a lot of research to navigate. With so many variables at play, it’s hard to know what firms and investors are doing right, and where they need improvement. In this blog post, we’ll walk through the steps for running a B2B survey for private equity firms.

1. Select your respondents

The first step in designing a B2B survey is to select the right sample size. While it’s tempting to use a very small sample size and save on cost, this approach can lead you to run into problems with statistical significance, as well as bias and inaccuracies.

You should aim for a minimum of 50 respondents for each question that you ask. In addition, if you want to gain real insight into your audience’s preferences regarding private equity services, we recommend that you target between 200 and 500 respondents (or even more). The larger the sample size, the more accurate your results will be and in a business where data quality matters most (such as when evaluating potential investments), accuracy is key. Thus, selecting the right sample of B2B survey respondents is the first step in the process.

2. Draft the interview guide

The purpose of this step is to draft the interview guide in a way that will achieve your goals. It’s also important to make sure it’s clear, concise, and easy to understand. You want to ensure that your questions are free from bias and jargon, as well as spelling and grammar mistakes.

3. Launch the survey

You’re almost there. You have a survey, you are ready to launch it. Your next step is to send out the survey link to all of your target audience members and make sure that they have enough time to complete the survey.

You also need to provide a deadline for responses so that you can analyze the results before they become irrelevant.

When preparing for your launch, you should think about what kind of response rate (the number of people who actually fill out your survey) is realistic and how much time it will take you to analyze those results once they come in. For example, if you have 1000 people on your email list but only 100 decide to take part in this survey, which doesn’t sound very promising, then finding time, later on, may be difficult because all respondents might not be active at any given moment. Thus, you need to find a time when analyzing them would make sense (and could even be beneficial).

4. Analyze the results

Once you’ve got all your data in a spreadsheet, you’ll be able to analyze it. The first step is creating pivot tables. These are tools that allow you to quickly summarize and visualize the data. For example, if you want to see the average total contribution from a particular source of funding for companies that were acquired by private equity funds, create a pivot table with these two fields: “Acquired” as the granularity (i.e., category) and “Total Contribution.” This is just one example of the kind of analysis you would want to run.

Once you have your pivot table, it’s time to visualize your results! Charts and graphs can help tell stories about the data which makes analysis more interesting and easier for others to understand. Try adding charts on top of each other in different colors so they’re easy to understand and make sure they’re readable when printed out.

Follow these steps to conduct a successful B2B survey for private equity

  • Select Your Respondents:

Before you can start the B2B survey for private equity, you need to decide who your target audience is. If you’re looking to improve the quality of service provided by your company, then select a group of customers who have had negative experiences with your company’s products or services in the past. On the other hand, if you want to identify what aspects of your product are lacking from an end-user perspective, then choose a sample size made up entirely of satisfied users for this particular study.

  • Draft Your Interview Guide:

Once you’ve selected your target respondents, it’s time to prepare an interview guide that will help guide them through their responses and ensure that all questions are answered thoroughly and accurately. Make sure that each question has only one answer choice so there aren’t any misunderstandings between the interviewer and interviewee during this process.

  • Launch The Survey:

After completing all four steps above successfully (selecting respondents; drafting an interview guide; choosing where, how, and when), launch them with confidence knowing everything will go according to plan.


The four steps above are a great way to start your B2B survey project. They will help you create an engaging and effective survey that will get the results you need from your respondents.

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