Thesis to execution in 90 days.
The first 90 days post-close are the most data-intensive of the hold. We embed with the portco team, map the data landscape, and build the analytical foundation your value creation thesis depends on.
What we see inside portcos
Most portcos have data. Few have systems that make it usable at the pace PE demands. Reporting is manual. Unit economics are modeled in spreadsheets nobody fully trusts. Customer data exists but nobody has built a CLV model from it.
We've been inside these environments. We know how to move fast without building something you'll have to tear down before exit. Everything we build is clean, documented, and designed to hand off to an internal team or scale through hold.
What we build
Customer lifetime value and segmentation
If your thesis depends on customer economics, you need to know what a customer is actually worth. We build CLV models and segmentation frameworks that feed directly into operating metrics. Defensible analytics that inform pricing, retention, and acquisition strategy.
Portfolio-level operating intelligence
Standardized methodology applied to each portco's specific customer economics. The operating team gets a clear, consistent picture of value creation at the customer level across the portfolio.
Automated board and operating committee reporting
Board decks should generate from live data. We build reporting systems that surface what matters: variance analysis, operating metrics, unit economics. No manual assembly every quarter.
AI-ready data foundations
The portcos that command premium multiples at exit have data infrastructure that enables, not constrains. We build clean data models, open formats, and composable architecture from day one so the business can move fast when the opportunity emerges.
Who this is for
Operational PE firms doing value creation work. Portcos in retail, consumer, media, or services where customer economics are the core value driver.
We work best with operating partners who need someone who understands PE timelines, speaks the operator's language, and builds for exit from day one.
How we engage
Post-close analytics buildout
90 to 120 day engagement. We embed, map the data landscape, build CLV models and reporting foundations, and transfer capability to the internal team.
Typical scope: Data assessment, CLV modeling, customer segmentation, board reporting, capability transfer.
Portfolio-level BI infrastructure
Long-term embedded partnership. We standardize reporting and customer analytics across the portfolio. Consistent methodology, cost-effective infrastructure, fast deployment to new acquisitions.
Typical scope: Portfolio dashboards, operating committee reporting, standardized customer intelligence.
Start with the thesis. We'll build the analytical foundation.
If you're about to close or just closed, the first 90 days are the window. We should talk now.
Initial response within 24 hours. 30-minute discovery call, no pitch deck.