Services

A standing quarterly report built jointly with an organization’s own data — deal trackers, member surveys, proprietary datasets — turned into forward-looking market intelligence instead of a stat sheet. Aroko does the primary research and drafting; you supply data access and review framing. Published under your name, co-branded, your call.

BEST FIT: Trade associations and industry coalitions sitting on data they haven’t turned into a narrative.

A single, scoped analysis applying Aroko’s framework to your sector specifically: one named, dated, falsifiable read on what the AI-buildout physical constraints mean for you — claim, mechanism, timeline, key assumption, kill condition. A fast, low-commitment way to see the work before anything bigger.

BEST FIT: Grid-Silicon value chain organizations — materials, components, transmission — evaluating a first engagement.

Direct, ongoing access to the same research discipline behind The Letter, scoped to your strategy or investment process — board briefings, thesis stress-tests, standing research support. Structured as a retainer, not a hire.

BEST FIT: Infrastructure investors, operators, and corporate strategy teams who need a second, adversarial read.