Brief filed
How are tier-1 acquirers in LATAM pricing chargeback risk on cross-border QR rails after the 2024 rollouts?
In scope
AI-enabled primary research
Primary research that stays useful after the call.
True Primary connects investment, strategy, and product teams with relevant working professionals, then turns structured interactions into decision-ready evidence.
AI-assisted brief shapingAI-assisted source routingQuote-linked summariesReusable, AI-searchable library
System · six-stage workflow
Intake to evidence, made visible.
The same six stages run on every brief: brief, source routing, shortlist, interaction, transcript summary, library. Visible end to end. Monitored, never a black box.
System · six-stage workflowActive
Stage 01
Brief. Decision context, target seats, exclusions.
Artefact BR-Q4N01Brief
BR-Q4NDecision context, target seats, exclusions.
02Source routing
SR-V9CRoles, regions, conflicts. Held lane visible.
03Shortlist
SR-V9C / 5Fit-scored. Buyer approves before sourcing ends.
04Interaction
IN-P3TBriefed 36 hours ahead. Same working frame.
05Transcript summary
TR-L6ASource-linked. Caveats inline. Reviewed by expert.
06Library
LB-R2FTheme, project, role, market. Searchable across the team.
One brief, one source trailShortlist before interactionCaveats inline with evidence
A real brief, end to end
Brief · routing · shortlist · interaction · transcript · library
The operating system
Primary research, intake to output.
The same workflow runs every brief. Question becomes source map. Source map becomes call. Call becomes cited transcript. Transcript becomes a library entry the next analyst can find.
Brief BR-Q4NIn scope
Cross-border QR rails, chargeback pricing
Looking for working professionals who have sat in the underwriting seat at tier-1 acquirers in LATAM since the 2024 PIX and cross-border QR rollouts. We need a view of how chargeback risk is actually priced today, not policy and not vendor framing.
- Decision contextShould we underwrite cross-border QR card-not-present at current loss assumption?
- Target profilesUnderwriting leads, risk policy operators, SMB-acquirer operations.
- Excluded profilesVendor sales staff. Policy-only commentary.
- Preferred output45-minute interactions, transcript summaries, short synthesis.
Boundary note
Current employer not to be named. No client-specific identifiers. Experts retain right to redact post-interaction.
From access to usable evidence
Where primary research still breaks.
The hard parts of primary research sit at the edges of the conversation. Finding the right person. Keeping what was said available to the rest of the team. True Primary is built so both improve together with the work, rather than slipping each time.
- 01
Sourcing favours volume over fit.
Reaching the right working professional usually takes longer than running the conversation itself. Broad outreach drifts toward whoever answers first.
- 02
What was said rarely stays useful.
A strong call ends in a transcript folder. The next analyst, partner, or product lead picks up cold a week later, and the work effectively starts again.
AI in the workflow
Where AI actually sits.
AI is the operating layer underneath the workflow — brief shaping, source ranking, summarisation, retrieval. The evidence source remains first-hand human input from a named expert under acknowledged scope.
- 01Brief
Brief shaping
AI helps tighten the question, surface decision context that is missing, and translate informal phrasing into a scoped, screenable brief. The buyer signs off before any expert is approached.
- 02Source routing
Source ranking
Candidates are surfaced and fit-scored against the brief by operating exposure, region, recency, and declared restrictions. The partner clears the shortlist by hand.
- 03Transcript summary
Transcript summarisation
AI drafts the transcript summary, the source-linked notes, and the inline caveats. The expert reviews and may redact before the entry is indexed.
- 04Library
Library retrieval
Ask the library a question and AI returns a synthesised answer that points back at the operator, the moment they said it, and the conditions attached. Every claim cites its source.
The line stays visible · AI compresses and retrieves; it does not source, decide, or generate evidence that is not anchored to a recorded conversation with a named professional.
Source routing
Routed against the seat your question lives in.
Profiles surfaced by direct operating exposure, not job title. Each is screened for fit, scope, and conflicts. The routing is monitored end to end and the held lane is always visible.
Source routing · SR-V9C36 reviewed9 matched5 shortlisted2 routed
Sourced through networkScreened for fit, scope, conflictsBriefed 36 hours aheadRouted inside the working day
Knowledge library
Saved like evidence. Searched like a colleague.
Transcript summaries, cited notes, source profiles. Ask the library a question and the answer comes back with the people who said it, the moments they said it, and the caveats they attached.
⌘K
FiltersPaymentsRiskLATAMOperator
Library · transcript summaries · cited notes · source profiles
Recent work
Briefs we have run. Anonymised.
Counts are real. Names are not shown by default. Each card carries a short, role-attributed note from the team that commissioned the work.
For teams
From a question to structured first-hand evidence.
File a brief, receive a fit-scored shortlist of working professionals, run a structured interaction, and walk away with cited intelligence your team can return to.
- Source routing visible end to end
- Experts briefed before the interaction
- Transcript summaries cited and indexed
- Reusable evidence across the whole team
For experts
Relevant requests. Clear boundaries.
Set your terms. Control your calendar. Get briefed before every interaction. Respect for the seat you have held.
- Scoped, pre-briefed requests only
- Topic boundaries reviewed before every interaction
- Compensation clarified up-front
- Your time protected by design
Trust and compliance
Compliance-aware workflows. No theatre.
Built for institutions that cannot afford a stale answer, and cannot afford a careless one. Compliance posture is part of the product, not a paragraph in the footer.
- On every call
Compliance, by default.
Pre-call vetting, conflict checks, and audited transcripts run on every engagement. Not for a tier and not for an enterprise plan.
- Workflow enforced
Operators, protected.
Topic boundaries, restricted-subject screens, and consent to record sit in the workflow itself. Never optional.
- Reviewable
Evidence, staged.
Source trails, caveats, and named restrictions stay inline with the transcript. Public quotation requires explicit consent.
Discuss a brief
Start with the question.
A working question is enough. We will help define the route to an answer, route the right working professionals, and return cited intelligence your team can use again.