MGI Research

What MGI Research does

MGI Research is an independent research and strategic advisory firm operating from Englewood Cliffs, New Jersey, with a second office in San Francisco. Founded in 2008, the firm is structured as MGI Research LLC, is privately held by its founding Managing Directors (Andrew Dailey, Igor Stenmark, Jim Mendelson), and has not raised external capital. MGI focuses on the monetization software stack — including agile billing, configure-price-quote (CPQ), contract lifecycle management (CLM), revenue recognition, quote-to-cash, and digital payments — serving three primary customer segments: technology buyers (C-level and functional executives), technology vendors (primarily SaaS suppliers), and institutional investors (including private equity and investment banks).

The firm's core research assets are the MGI 360 Ratings (a 0-100 vendor scoring system built on 149 unique data points across Product, Management, Strategy, Sales, and Finances, introduced in 2013), MGI Forecasts (bottom-up TAM/SAM forecasting based on a proprietary Global Analytics Model covering 34,817+ publicly listed companies across 117 countries and 66 industries), and the MGI Ideal Customer Profile™ framework. Supporting assets include the MGI Cloud 30 Index (Bloomberg: MGICLOUD, tracked since late 2009), MGI MarketLens reports, and a Pricing Migration Model interactive tool. These products are delivered through Catalyst Subscriptions (annual subscription with unlimited analyst access), Advisory Services (Reality Check, Deep Dive, Sounding Board engagements), and a content licensing product (MGI Reprints). The firm also operates The Margin newsletter and podcast, the virtual Monetize Forum (65+ sessions across 12 tracks), and in-person Monetize Conferences in San Francisco and Amsterdam as customer engagement and thought-leadership channels.

Name

MGI Research

Legal name

MGI Research LLC

Website

https://mgiresearch.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

MGI Research is an independent research and advisory firm providing quantitative vendor ratings, bottom-up TAM forecasts, and strategic advisory for technology buyers, software vendors, and institutional investors in the monetization and quote-to-cash software market.

Ownership category

akta.pro rank

Product category

Market Research & Strategic Advisory Services

NAICS

Other Scientific and Technical Consulting Services (541690)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Industry & Sector Research (Syndicated/Custom) (BPAHALAE)

akta.pro secondary industries

Sector-Specific Industry Research (FSACAGAL), Strategy & Thematic Research (FSACAGAG)

Keywords

• Market research services
• Vendor ratings analysis
• Monetization advisory
• TAM forecasting
• Industry research subscriptions

Headquarters

HQ city

Englewood Cliffs

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Catalyst Subscriptions: Subscription-based research and advisory services providing access to MGI 360 Ratings, research forecasts, end-user survey data, 20 Questions interviews, webcasts, one-on-one meetings, and live events. Includes unlimited email and phone access to senior partners and analysts.
2. Advisory Services: Direct advisory engagements including Reality Check (objective perspective on projects), Deep Dive (in-depth exploration of strategies), and Sounding Board (direct feedback on questions or ideas).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels10 records

Core offering

MGI Research is an independent research and strategic advisory firm that delivers subscription-based quantitative research on technology monetization markets. Its core offerings include the MGI 360 Ratings vendor evaluation system, MGI Forecasts for TAM/SAM analysis, and the MGI Ideal Customer Profile framework, all delivered through Catalyst Subscriptions with unlimited analyst access and supported by Advisory Services engagements.

Product overview

MGI Research is an independent research and strategic advisory firm offering a portfolio of quantitative research products and advisory services focused on technology buyers, vendors, and institutional investors in the monetization space. The core offerings include MGI 360 Ratings (a 149-point vendor evaluation system scoring companies 0-100), MGI Forecasts (bottom-up TAM analysis covering 38,000+ companies), and MGI Ideal Customer Profile™ (vendor-specific prospect analysis). These core products are delivered through Catalyst Subscriptions providing ongoing analyst access, supplemented by Advisory Services for direct strategic consultation. The firm also operates The Margin Podcast and Newsletter as thought leadership media, hosts Monetize Forum (virtual) and Monetize Conferences (in-person in San Francisco and Amsterdam), and provides MGI Reprints for licensed content distribution. Supporting offerings include the MGI Cloud 30 Index and an interactive Pricing Migration Model tool.

Differentiator

Problem solved

Functional benefit

Brands

• MGI 360 Ratings: A comprehensive company evaluation and rating methodology that scores companies on a scale of 1 to 100 in specific markets, comprising five major categories: Product, Management, Strategy, Sales, and Finances.
• MGI Forecasts
• MGI Ideal Customer Profile™
• The Margin
• The Margin Podcast
• Monetize Forum
• Monetize Conferences
• MGI Cloud 30 Index

Products and services

• MGI 360 Ratings A comprehensive vendor rating system scoring companies 0 to 100 across 149 unique data points, evaluating Product, Management, Strategy, Sales, and Finances across five equally weighted categories of 20 points each. Used by technology buyers to evaluate vendors and by vendors to benchmark competitive positioning.
• MGI Forecasts

Quantifiable outcome

• MGI Forecasts have been used to raise billions in capital
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators4 records

Recent moves3 records

Expansion highlights6 records

Broad incumbents

• IDC (International Data Corporation): IDC is a global market intelligence firm providing syndicated research, forecasts, and advisory across enterprise software and IT infrastructure, overlapping with MGI's TAM forecasting and vendor benchmarking in monetization categories. It is a broad incumbent with significantly larger analyst headcount.
• SiriusDecisions (Forrester): SiriusDecisions, now part of Forrester, is a research and advisory firm serving B2B sales, marketing, and product organizations with frameworks and benchmarks that overlap with MGI's coverage of monetization, pricing, and revenue operations. Now a division of a broader incumbent.
• Forrester Research: Forrester is a major technology and market research firm with deep coverage of B2B sales, marketing, and enterprise software categories that overlap with MGI's monetization, CPQ, and revenue operations research. It competes for similar enterprise subscription and advisory budgets but at much broader scale.
• Gartner: Gartner is the largest IT research and advisory firm globally, offering subscription research, advisory, and conferences covering IT, software, and adjacent enterprise technology categories that overlap with MGI's monetization coverage (CPQ, billing, CLM). It is a broad incumbent rather than a direct specialist peer.
• 451 Research / S&P Global Market Intelligence: 451 Research, now part of S&P Global, delivers syndicated and custom enterprise technology research with coverage of software, cloud, and adjacent categories. It competes with MGI on subscription research and advisory for institutional investors and enterprise technology buyers.

Direct peers

• Ventana Research (now part of ISG): Ventana Research, now part of ISG, is a research and advisory firm focused on business and IT, producing vendor evaluations and research that directly overlap with MGI's coverage of revenue, finance, and Quote-to-Cash software categories. Highly comparable peer in methodology and audience.
• Nucleus Research: Nucleus Research is a boutique technology research firm producing case-based ROI and vendor evaluations for enterprise software buyers, similar in scale and approach to MGI Research. It publishes vendor ratings and buyer guides that overlap with MGI 360 Ratings in monetization-adjacent categories.
• Constellation Research: Constellation Research is an advisory and research firm focused on disruptive and transformative technologies, often publishing subscription research, advisory, and events that overlap with MGI's coverage of enterprise software, monetization, and digital business models. Comparable in size and operating model.
• HfS Research (now part of IBM): HfS Research, now part of IBM, is an analyst firm focused on business and IT operations with research, ratings, and advisory that overlap with MGI's monetization and revenue operations coverage. Comparable as a mid-sized subscription research and advisory firm.

Others

• TSIA (Technology Services Industry Association): TSIA is a membership-based research organization serving technology vendors, with subscription research and benchmarking that partially overlap MGI's vendor benchmarking and monetization research. Adjacent rather than directly competing for the same buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/mgiresearch
• Facebookfacebook.com/mgiresearch
• LinkedInlinkedin.com/company/mgi-research-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MGI Research