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—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.

💡 Companies that leverage customer behavioral insights outperform their peers by 85% in sales growth.
💡 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.

FroFrom Raw Data to Real Growth: Your Three-Step Planm Raw Data to Real Growth: Your Three-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:
✔ 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.

Walk into Your Next Board Meeting with Confidence

🏆 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:
✔ A beautiful boardroom-ready action plan with clear next steps
✔ The option for ongoing support to ensure execution stays on track

What Executive Leaders Say About This Approach

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. - EY Head of Private Equity North America

  • 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.

  • New List ItemCAO 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

  • Bronze

    What should we know about the services you provide? Better descriptions result in more sales.

  • Silver

    What should we know about the services you provide? Better descriptions result in more sales.

  • Gold

    What should we know about the services you provide? Better descriptions result in more sales.

  • Platinum

    What should we know about the services you provide? Better descriptions result in more sales.