Proof
The numbers do the talking.
Real outcomes from manufacturers, distributors, and PE-backed companies who stopped guessing and started knowing.
Customer equity results
PE Portfolio Company
Marketing spend reallocated
Identified which customer segments were actually responding to marketing—and which were a waste of budget. Reallocated spend to high-equity acquisition. Book a call to hear more.
Due Diligence
Net customer value growth confirmed
PE investor needed to validate customer quality before acquisition. We calculated pCLV across the base and confirmed the business had real, durable value—not just revenue. Book a call to hear more.
DTC / Outdoor Products
Weak inventory safely cut
CFO wanted to reduce SKU complexity without losing good customers. We mapped product purchases to customer value—identified what to cut and what to protect. Book a call to hear more.
DTC / Health
Retention strategy overhaul
Retention programs were treating all customers the same. We segmented by predicted value and focused rescue efforts on the customers actually worth saving. Book a call to hear more.
Manufacturer
Must-keep accounts identified
CCO needed to know which accounts were non-negotiable. We mapped gross margins by customer equity and surfaced the critical 10% driving long-term value. Book a call to hear more.
B2B Distribution
Sales focus sharpened
Sales was spread thin across hundreds of accounts. We ranked by growth potential so reps could focus on the customers most likely to expand—not just the loudest. Book a call to hear more.
Same data. Different lens. Real dollars.
Every company above had years of transaction data sitting in their systems. They weren't missing information—they were missing visibility. Customer equity surfaces what's already there and turns it into action.
What would you find?
Your data probably has a story like these waiting to be told. Let's see what it says.