Every Day Without a Customer Growth Strategy Is a Missed Opportunity

Customer-driven companies grow faster and sell for more—but without a clear strategy, value creation efforts fall flat. We use AI and advanced financial modeling to quickly turn customer data into a growth roadmap that aligns stakeholders and accelerates portfolio growth.

  • Move Beyond Cost Cutting

    to quantify real revenue growth potential

  • Secure Buy-in

    from deal teams, portfolio CEOs, and boards

  • Strengthen Valuation Multiples

    with predictive insights

Stop defending your strategy—start proving it.

  • “Allison’s Customer Equity AI algorithms supported our value creation efforts in Private Equity at EY, proving millions in hidden value."
    — Tim Tracy, EY Americas PE Leader

Your Portfolio’s Future Growth is Hiding in Plain Sight

Private equity thrives on measurable value creation, yet some of the most valuable assets in your portfolio—the customers—are often overlooked. Without a clear way to quantify customer-driven growth, even the best value creation plans lack the hard numbers needed to gain buy-in, drive action, and maximize exit potential.

That means:

  • Deal teams challenge your recommendations because there’s no continuous measurable alignment between deal diligence and value creation and exit readiness.

  • Board meetings become a battle instead of a strategic discussion.

  • Portfolio CEOs resist your guidance, stalling execution and slowing results.

  • Growth opportunities slip away when customer trends aren’t tracked or monetized.

  • Exit valuations fall short because future revenue potential isn’t clearly quantified.

Customer data isn’t just a spreadsheet of past transactions—it’s the pulse of your portfolio’s future. Yet, without a clear way to interpret it, growth remains locked inside the numbers.

It doesn’t have to be this way.

Unlock the Full Story of Your Portfolio’s Growth

Numbers alone don’t drive value—the story behind them does. Hidden inside your portfolio’s customer data is a narrative of growth, momentum, and untapped opportunity. We translate that raw potential into a clear, measurable roadmap that aligns deal teams, portfolio executives, and board members around one undeniable truth:

Customer-driven growth isn’t a guess—it’s a financial asset waiting to be unlocked.

🔹 My team and I connect the dots between deal diligence, value creation, and exit readiness, ensuring every initiative is backed by hard data and future projections.
🔹 We build a continuous measurement system that proves exactly how your decisions drive enterprise value, so you’re never left defending your strategy without numbers.
🔹 We uncover the revenue already in motion—pinpointing the highest-impact opportunities to accelerate portfolio growth while reducing risk.

Customer equity isn’t just a metric—it’s the bridge between strategy and valuation.

Stop sifting through fragmented data. Start seeing the full picture.

Private Equity Leaders Don’t Just Need More Data — They Need Measurable Impact

Customer-driven companies sell for more—yet most PE firms fail to clearly quantify future revenue potential. Without a precise way to measure customer value, growth initiatives stall, boardroom confidence wavers, and exit valuations fall short.

đź’ˇ Companies that leverage customer behavioral insights outperform their peers by 85% in sales growth.
đź’ˇ A 5% increase in customer retention can increase profits by 25% to 95%.

We deliver a customer growth roadmap that transforms raw numbers into a clear, defensible strategy that accelerates portfolio value.

  • 🔹 Maximize Exit Valuations with Predictive Insights

    What’s your portfolio really worth? We don’t just analyze past performance—we predict future customer-driven revenue, strengthening your investment thesis and ensuring you capture full value at exit.

  • 🔹 Prove the Dollar Impact of Every Initiative

    Know exactly where growth is hiding and how much it’s worth. We measure the revenue potential of every strategy, so your recommendations come with built-in financial proof.

  • 🔹 Walk into Board Meetings with Confidence

    No more defending assumptions. Present a data-backed narrative that commands attention and secures buy-in from deal teams, portfolio CEOs, and investors.

  • 🔹 Align Teams and Accelerate Execution

    Growth stalls when stakeholders disagree on the path forward. We give you a single, shared source of truth, ensuring deal teams, portfolio executives, and value creation leaders are all moving in sync.

Raw Data to Real Growth: Your Easy 3-Step Plan

We don’t just hand you a report and walk away. We give you a customer-driven growth roadmap, backed by AI-powered analysis and financial modeling, so you can predict, prove, and maximize value creation.

Book a Customer Growth Insights Call

Before we analyze anything, we start by listening. In this call, we’ll seek to understand your portfolio company—its strengths, weaknesses, and where you believe the biggest opportunities exist. We’ll also assess which departments are best positioned to act on the results.

What you get:


âś” A strategic, focused discussion that clarifies your starting point and whether a deeper analysis will unlock measurable value. If the fit is right, we move forward with our in-depth analysis.

Uncover and Quantify Hidden Growth

Not all growth opportunities are equal. We analyze your portfolio company’s customer data, revealing revenue patterns, retention drivers, and expansion opportunities. Our AI-powered engine pinpoints which strategies will drive the biggest impact, measuring each move in real dollar terms so you know exactly where to focus.

What you get:


✔ The “Story of Your Portfolio Company” – A visual baseline assessment comparing predictive revenue potential to existing expectations.


✔ A Tactical Roadmap – A data-backed strategy detailing the highest-impact revenue levers, quantified for value creation potential.

Confidently Lead Your Next Board Meeting

Armed with investor-ready insights, you’ll speak in numbers, not theories—winning buy-in from deal teams, portfolio CEOs, and board members. Every move is measured. Every strategy is backed by data.

What you get:


âś” A beautiful boardroom-ready action plan with clear next steps


âś” The option for ongoing support to ensure execution stays on track

Results matter.

Here’s how portfolio company executives and private equity leaders have used customer-driven insights to unlock hidden growth, align stakeholders, and prove measurable impact.

  • EY Head of Private Equity North America

    Allison's Customer Equity AI algorithms supported our value creation efforts in Private Equity at EY. She ran multiple POCs in transaction diligence proofing the investment thesis, digging into the go-get gap, and examining company roll-ups. She also applied her methodology to locate many millions in operational savings at the portfolio level

  • Fortune 500 Pharma Executive

    Her approach stood out because of her desire to put more meaning behind metrics, her use of analogies to simplify technical jargon and her deep focus on optimization.

  • DTC Retail Growth Executive

    Allison is among the most consistently proactive and innovative customer insights experts I've worked with. She has a particularly pragmatic approach in helping companies start down the path of asking for more from their data and how to visualize it. I never had a doubt that every conversation had a next step intended to help my business.

  • Fortune 500 Life Science Executive

    If you're looking for a customer-centric data leader, who can understand where you are, what you need to do next, and the best path to get there, ask Allison. She is quick to grasp an existing strategy and then draw a roadmap back to the tactical maneuvers that a company needs to make today.

  • CAO Global Finance Bank

    Allison Hartsoe is the industry leader you need in your corner. Her first-hand experience working with dozens of Fortune 500 brands and start-ups creates an invaluable roadmap to customer-centric growth. - CAO Global Finance Bank

Key Features of the Customer Equity Growth Approach

FEATURES

Bespoke, Expert-Led Consulting & Execution Support

AI-Powered Customer Equity Engine & Team

Story of Your Portfolio Company Baseline Analysis

Growth Drivers Deep-Dive with Tactical Roadmap


10-Year Revenue Projection Model

Continuous Value Creation Measurement

Boardroom-Ready Executive Insights

Secure, Done-for-You Data Processing & Scrubbing

Customer Segmentation & Trend Analysis

Customizable, Action-Oriented Recommendations

WHAT IT DOES FOR YOU

Gain hands-on support from an industry leader with 20+ years of experience in customer-centric value creation.

Combines human expertise with advanced modeling to uncover and activate hidden revenue potential.

Turns raw data into a compelling, investor-ready narrative that aligns deal teams and executives.

Prioritizes revenue opportunities and quantifies each move in potential dollars unlocked.

Provides a long-term view of customer-driven growth potential, with a 2-year tactical window for immediate action.

Ensures initiatives stay on track with built-in tracking of growth impact over time.

Delivers professional, visually compelling presentations tailored for investor and management buy-in.

Eliminates the data prep burden, ensuring clean, structured insights with minimal lift from your team.

Identifies which customer groups drive the most value and reveals behavior shifts before they impact revenue.

Tailored revenue-driving strategies that align with your management team’s growth initiatives

WHAT YOU’D GET ELSEWHERE

Generic consulting reports with no follow-through or real execution guidance.

Fragmented analytics tools with no strategic execution plan.

Disconnected data points without a strategic storyline or clear presentation.

High-level strategy with no financial quantification or clear next steps.

Short-term models that fail to capture sustained customer impact over time.

One-time reports that quickly become outdated and lack long-term tracking.

Data dumps requiring additional interpretation and translation for leadership teams.

DIY data cleaning that drains internal resources and delays insights.

Basic churn metrics that don’t connect to proactive growth strategy.

Cookie-cutter recommendations that don’t account for company-specific nuances.

Frequently Asked Questions

Below, we address the most common concerns private equity leaders and portfolio company executives have before working with us.

  • Most internal teams focus on historical reporting—looking backward to explain what happened. We focus on predictive modeling and execution, identifying where future revenue is hiding and how to act on it.

    Unlike high-level personas or broad market segments, our approach pinpoints individual customer-level insights, allowing you to group, trend, and analyze behaviors to show long-term strategic effects or short-term tactical moves.

    🔹 What this means for you: You don’t get abstract personas—you get actual customer lists that reveal who drives the most value, where to invest, and how to act immediately.

  • Almost every company we work with believes their data is too messy or incomplete—yet in every case, we uncover high-value insights from what’s already available. Our process includes data scrubbing, validation, and structuring, ensuring we maximize the value of whatever data exists.

    🔹 What this means for you: We handle the data —you get clean, actionable insights without the extra work. Even if your data is incomplete, we apply basic data scrubbing to refine and structure it for better analysis.

  • Our approach has been successfully applied across large enterprises and smaller portfolio companies, in both service and product industries, spanning manufacturing, retail, wholesale, and beyond.

    🔹 What this means for you: This method isn't limited to one industry or business model—if your company has customer transaction data (B2B and/or DTC), we can analyze it to uncover hidden revenue opportunities.

    ⚠️ However, if your business does not have customer transaction data, this might not be the right solution for you.

  • Big 4 consulting firms charge $100K+ for similar work, often leaving companies with a report and no real execution plan. Our engagements start at $25K, with the goal of delivering 10x value back to you in measurable revenue growth.

    🔹 What this means for you: You’re investing in results, not just analysis—with clear financial upside.

  • We deliver initial insights within weeks, not months. From there, we guide your team in making low-risk, high-impact adjustments that start generating results immediately, while tracking long-term impact over time.

    🔹 What this means for you: Faster decisions, quicker execution, and tangible proof of value creation—before your next board meeting.

  • To fit the model and predict future revenue potential, we typically use about three years of settled customer transactional data.

    🔹 A customer ID is required for each transaction.
    🔹     Additional fields—such as order value, product category, or location—can enhance precision, but we’ll discuss what’s most valuable during our call.