Financial Analytics
We use sophisticated, cutting-edge predictive models to inform each step in the Private Equity workflow. Our insights across customer behavior, marketing performance, and media effectiveness will give you advantages your competitors lack.
With our help, you will invest with more confidence, operate your holdings more effectively, and maximize your returns at exit.
Due Diligence
Earn a clear understanding of the often overlooked data that truly matters to your target’s value.
A company’s valuation begins with its customers. Our deep understanding of how to measure and predict customer value creation will direct you to the information you need.
We will collect data that quantifies the relationships your target has with its customers and identifies opportunities to improve Customer Acquisition Costs (CAC). We’ll help you make more complete data requests, while also gathering critical data from public and proprietary sources.
We’ll remove unknowns from your due diligence process and build the foundation for a successful investment.
Valuation
We forecast revenue and CAC based on powerful data, giving you the most accurate prediction of valuation. Our models and know-how will be your competitive advantage.
Our unique, data-driven approach to valuation offers a deep understanding your target's unit economics and more accurately estimates its current and future value.
This analysis provides a holistic, integrated view of a market by combining data from open sources, commercial providers, and your own operations with machine learning. Pivotal ML-driven models predict customer lifetime value, customer churn, new customer propensity, and key consumer segments. When paired with marketing attribution and marketing mix models, our approach forecasts the most accurate view of the target’s future profitability by maximizing revenue and limiting costs through optimized marketing.
We will help you gain unmatched insight into your target’s present and future value.
Negotiations
You will make better deals when armed with better insights.
Our models will go beyond valuation to uncover opportunities that others often miss.
Deep-dives into your target’s customers, markets, and media effectiveness will give you unique knowledge that your competing bidders won’t have. In fact, there’s a chance that our predictive models will provide you with insights that the target’s own management teams won’t know.
With these in hand, you can confidently negotiate from a position of strength.
Value Creation
We will unlock the levers of value that improve revenue for companies under your control.
Our predictive models are not for valuation alone. The insights and understanding we produce will help you make more effective and profitable decisions.
Add to this the deep business experience we bring and we can play the role of Trusted Advisor. Our marketing, advertising, and media expertise will help you solve your holdings’ biggest challenges and open streams of opportunity to maximize value.
We can also build powerful models that pull data from across your portfolio, giving you insights at scale to optimize performance for all of your companies.
Exit
When the time comes to exit a holding, our insights will promote sources of value that are usually ignored.
Just as our data-driven models provide you with unique advantages when evaluating a potential investment, they offer similar advantages at exit.
You’ll gain insight into an exact asking price. You’ll be able to point to customer economics, market opportunities, and potential efficiencies for perspective borrowers. You’ll have a depth of information to share that eliminates unknowns and risks, creating open and transparent negotiations.
Furthermore, you’ll be confident that the bids you receive will reflect your holding’s truest and most accurate valuation.
We are ready when you are.
If you’re ready to get more from your data, contact us. We will create a detailed proposal outlining tasks, timeframes, and costs for models, advisory services, or training that will provide the edge you seek.