Data is complicated and expensive.
Even if you know how to use it, it’s time-consuming. You could use that time to grow your business.
Yet, you need data to monitor your business and tell data-driven stories that win that new account or that new investor.
We design & build & manage it all for you.
We tell your story.
We build data tools and stories that help you…
Win new accounts and expand distribution
Track sales, velocity, promos, and competitors
Identify growth and white space opportunities
Conduct robust M&A due diligence and sourcing
Attract new investors and strategic partners
We take on tough one-time or ongoing projects…
Building data infrastructure and capabilities
Financial modeling, analysis, reporting
Inventory, supplier, distribution analysis
Customer, guest, and DTC/e-commerce analytics
Management and strategy consulting
We bring 20+ years of best-in-class management consulting, finance, and data capabilities to smaller companies at a fraction of the cost of a full-time hire or in-house analytics team. For larger clients, we enhance existing capabilities, complement internal teams, and can fill staffing needs/gaps quickly.
Case Studies
Fast-Growing global Spirits Brand
After raising its Series A funding, we stepped in to build and manage this high-growth spirits brand's off-premise retail data and insights capabilities to tell its story and accelerate distribution across the US and key growth markets like NYC and LA. We scoped the company's needs and partnered with data providers to arrive at a best solution.
leading “tree-free” paper and wipes company
This high-growth sustainable “tree free” paper products company needed a “Fractional” Consumer Insights Officer to assist its Sales and Strategy teams. We stepped in seamlessly to handle quarterly retail performance reviews and ad hoc preparation for big account meetings and pitches.
Frozen pizza and entrees manufacturer
After this fastest-growing food company went public, we bridged a staffing gap in consumer insights and data analytics. We integrated into its Investor Relations and Sales teams to provide on-demand data analysis for account and investor pitches, innovation tracking, promotion analytics, and earnings presentation strategy.
Beloved family-owned pickle manufacturer
After it was approached by prospective strategic acquirers, this 50+ year old family business needed the right expertise to organize their financials and retail sales data to best tell the brand’s story and articulate future growth opportunities. We also stepped in as their exclusive M&A advisor and guided them to a successful sale.
Global baby products manufacturer
One of the world’s most innovative baby products manufacturers needed outside consulting and analytics expertise to conduct a ground-up multi-category exploratory analysis to inform the CEO and board of US innovation opportunities in both brick & mortar and online — leveraging various third-party datasets.
Women’s health and supplement brand
This emerging supplements brand had struggled with several data blind spots during its early growth journey. After recommending the right data vendor, we stepped in to analyze key competitor activity as well as potential new retail distribution opportunities, especially identifying those accounts most in need of new innovation within their sets.
The Company We Keep
We also provide M&A and exit planning services… and invest directly in early-stage companies
Research Analyst @ $1 Trillion+ Asset Management Firm
“When it comes to consumer data, Kevin is the best on the Street.”
Brand Manager @ $30 Billion+ Global CPG Manufacturer
“Kevin has been an asset to our marketing team. He brought strategic views and consumer insights with actionable plans for growth.”
Consumer Analyst @ $2 Trillion+ Investment Firm