Analytics

Analytics That Runs the Business

We build decision-grade analytics that operators actually use — from finance pipelines to PE portfolio analysis to retail eCommerce analytics. The common thread is solving hard problems where the data is messy and the stakes are real.

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What We Do

Four Areas Where We Deliver

Finance Analytics

P&L, balance sheet, and cash flow that reconcile to the GL. Unit economics modeled at product, customer, and job level. Forecasting for revenue, margin, and cash using governed, consistent definitions.

Private Equity

ARR snowball, cost allocation, cash modeling, and portfolio analytics. Numbers that are consistent across systems, comparable across companies, and traceable to transactions.

Retail & eCommerce Analytics

Online shopping behavior, channel analysis, cart optimization, search, and dynamic assortments. We've done this work at scale for major grocery retailers.

Data Pipelines & Platforms

Resilient, replayable pipelines with Bronze/Silver/Gold architecture. Platform selection and implementation across Microsoft Fabric, Databricks, and Snowflake.

Platforms

Built on Platforms Your Team Can Support

We choose platforms based on your workloads, governance needs, and existing skills — not what we’re incentivized to sell.

Microsoft Fabric
Databricks
Snowflake
Power BI
Tableau
dbt
Azure
Python

Analytics Insights

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Industry:
11 articles
Analytics Private Equity
Extending Snowball to Cash & Inventory
Snowball is a general-purpose flow lens, not just a SaaS metric. The same Sankey-style visualization that clarifies ARR—inflows, outflows, and the net buil
Oct 8, 2025 Read →
Analytics Cross-Industry
Augmenting Financial Analysis with Agentic AI Workflows
Agentic AI turns your finance stack into a set of closed-loop workflows that plan, execute, and verify analysis—then hand decisions to humans with evidence
Oct 8, 2025 Read →
Analytics Cross-Industry
Resilient Data Pipelines for Finance
Finance teams live and die by the quality of their numbers. Executives expect reports that are repeatable, auditable, and on time—while operations demand f
Oct 7, 2025 Read →
Analytics Private Equity
ARR Snowball: Proving Revenue Durability
Recurring models, such as SaaS companies, live and die on retention and expansion, not one-time bookings. ARR Snowball decomposes revenue into inflows (new
Oct 7, 2025 Read →
Analytics Private Equity
Cost allocation model for when you don’t have invoice level detail
When a company lacks job-level costing, margin analysis stalls. At one client, direct materials, outside services, and labor weren’t tied to jobs; freight
Sep 18, 2025 Read →
Analytics Private Equity
Private equity analytics: two common, high-value use cases
PE teams need numbers that are consistent across systems, comparable across companies, and traceable to transactions. Two situations come up repeatedly and
Sep 15, 2025 Read →
Analytics Retail
Grocery Item Search Suggestions
Existing customers frequently use the search bar to add items to the cart. Customers will typically search for items, add the item to the cart, then search
Mar 6, 2023 Read →
Analytics Retail
Dynamic Assortments in Online Grocery Shopping
Assortments are fixed in a grocery store. You understand the demographics of the customers and tailor the assortment to the averages for the store, but onc
Mar 2, 2023 Read →
Analytics Retail
Building a Grocery Cart Faster
Building the ideal shopping experience for existing customers is extremely important because they drive the most profit. At one client, existing customers
Mar 1, 2023 Read →
Analytics Retail
Insights on Grocery Online Shopping Behavior
We work with many grocery stores helping with eCommerce optimization, category management, and pricing. At one customer we analyzed online customer behavio
Feb 27, 2023 Read →
Analytics Retail
Online Grocery Shopping Channel Analysis
Here are some more insights we found in our analysis of online shopping behavior and tests: Targeted email and direct mail campaigns were most effective. B
Feb 27, 2023 Read →

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Need Analytics That Drive Decisions?

We build the pipelines and models that finance teams trust and operators actually use. Let’s talk about your data challenges.

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