Your Portfolio’s Hidden Growth Is Staring You in the Face - Let’s Get After It

Private equity firms are sitting on an untapped goldmine: the portfolio company customer base. We help you unlock it.

Most value creation plans focus on operational efficiencies and financial engineering, ignoring the predictive power of customer data. That’s where we come in.

Led by Allison Hartsoe, a recognized leader in customer-driven value creation, we are a high-impact team of experts and cutting-edge AI tools. Allison works directly with every client, ensuring quality, strategic clarity, and measurable results. With her hands-on approach and a carefully selected team supporting key execution tasks, we transform raw data into a clear, actionable roadmap for accelerating value creation.

After working with 33 Fortune 500 companies, advising private equity firms at EY, and conducting over 125 executive interviews, Allison saw the same problem again and again—operating partners struggling to quantify and prove their impact. Deal teams challenge their value creation plans, portfolio CEOs push back, and board meetings turn into battles over strategy.

To solve this, she developed the AI-powered Customer Equity Engine—a proprietary methodology that analyzes years of customer transaction data, pinpoints exactly where future revenue is hiding, and delivers a quantified roadmap to unlock it. This means PE firms no longer have to rely on backward-looking financial reports. Instead, they can confidently predict future value creation, align their teams, and walk into board meetings with hard numbers that command attention.

This approach isn’t theoretical—it’s been tested and validated. Allison has helped firms locate millions in hidden portfolio value, optimize growth strategies, and accelerate exit readiness. Tim Tracy, EY’s Americas PE Leader, calls this methodology a game-changer for value creation.

Beyond analytics, Allison brings decades of real-world experience. She has built and scaled three internet companies generating $32M in revenue, raised $70M in venture capital, and has been featured in MIT Tech Review, Forbes, and CNBC. Her book, The Age of Customer Equity, was named 2023 BIMA Business Marketing Book of the Year, solidifying her role as a thought leader in customer-driven value creation.

At the core of everything she does is a simple belief: If you can’t create sustainable growth from your existing customer base, you don’t have a business—you have an expensive customer-churning acquisition machine.

With Allison as your primary partner, backed by a skilled team and cutting-edge AI, we help PE firms turn customer data into a competitive advantage—because in today’s market, growth isn’t just something you report. It’s something you predict and prove.

Get a fresh perspective on your value creation strategy — Book a Customer Growth Insights Call today.