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The solution

One governed structure to enable exit-ready data.

Exit readiness rests on high-quality data, strong reporting, and operational metrics that reconcile to financial outcomes. We deliver all three. From ARR movements, retention, concentration with agreed definitions to cohorts driving growth over multi-year history make sure the equity story can stand up to granular drill-down and diligence that an exit process entails.

01 · Customer 360 02 · Product 360 03 · Customer journey 04 · Valuation cube Due diligence coverage ↓

Due diligence coverage

Delivering the key valuation requirements

We provide the data readiness to enable the exit process, either through enabling the business operations ahead of time or by building specifically to the deal advisors requirements.

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Delivered in the cube

Why investors ask

Sliceable by tier · region · industry · product · parent

Structured so the diligence and valuation teams running your process consume it directly with no manual transformation.

DATA READINESS CAPABILITIES

Four capabilities to provide the full data story.

We build four connected capabilities on the same governed data, each one untangles the complexity found in recurring-revenue business models.

01 Who your customers really are

Customer 360

A unified view of every customer across all touchpoints, hierarchy levels, and commercial relationships. Every recurring-revenue engagement mapped to its global ultimate parent group, so concentration, wallet share, and expansion potential are visible at the level investors actually assess.

Operating parent hierarchy

GUP → subsidiary → billing account, across 100% of ARR.

GICS classification

Four-level segmentation, investor-standard format.

Concentration metrics

Top-10/20 parent ARR: the lender risk format.

Tenure & lifetime value

Relationship length from order history, feeding CLV.

Customer hierarchy & concentration

Global ultimate parent level

Account operating ledger · largest parents Sortable live view

Operating parent ARR GRR NRR Whitespace

Global materials group $1.0M 94.6% 113.8% $382K

Pan-Asia steel group $957K 92.1% 108.2% $305K

European packaging group $820K 88.2% 98.6% $446K

N. American financials group $730K 81.7% 89.4% $214K

Portfolio value, retention, and whitespace per global ultimate parent: the operating ledger diligence teams sample from

Top-10 concentration 14.8% Top-20 21.9% ARR on hierarchy 100%

02 Where growth actually comes from

Product 360

Every ARR movement decomposed at the level of product components, delivery platforms, and content types. Cross-sell, upsell, downgrade, and churn quantified per product and bundle: the granular growth quality narrative that drives valuation multiples.

Bundle attribution

Cross-sell, upsell, down-sell, and flat at bundle level.

Enrichment split

Mid-cycle vs renewal expansion, quantified separately.

Product ROI

Revenue, cost, and margin visibility per product.

Multi-year deal tracking

CAGR per deal, MYD penetration, committed future revenue.

ARR by product module (%)

Vertical · module · content type

Module A

15.1%

Module B

12.0%

Module C

11.1%

Module D

8.0%

Module E

6.6%

Enrichment decomposition ($M) Net +3.9

Renewal expansion +2.4 Cross-sell +1.3 Mid-cycle +0.9 OOCE & down-sell −0.7

MYD penetration 33.2% Contracted CAGR 4.1% Enrichment vs PY +11.4%

03 Predictability, end to end

Unified customer journey

Every commercial KPI tracked from lead generation through to renewal and churn: one governed model covering the full customer lifecycle, from anonymous prospect to closed-won to retained account.

New business funnel

Anonymous interest → MQL → SQL → SQO → closed won, attributed.

ARR movement framework

The opening-to-closing bridge valuation tools require.

Retention & churn

GRR/NRR at parent level; churn split structural vs avoidable.

Cohort analysis

Vintage cohorts by industry, product, and tier.

Customer journey · lifecycle navigation

Discovery → adoption → expansion

Discover

71,999

Engage

11,352

Evaluate

2,562

Buy

729

Adopt

9,501

Renew

89.1%

Expand

+$26.5M

Discover objective

Identify serviceable accounts showing credible market interest.

Phase conversion

18.4%

Serviceable accounts 459k Known engagement 71,999 Qualified demand 2,562

04 Ready for the data room

Valuation data cube

Multi-year, auditable KPI datasets structured for direct ingestion into the M&A valuation tools used by advisory firms, with documented schemas, transformation logic, and business rules included.

Ingestion-ready datasets

Consumed by advisors with no manual transformation.

One KPI definition, enforced

Investor numbers match management numbers.

Multi-year history

Years of reconciled ARR, validated for continuity.

IFRS 15 revenue bridge

ARR reconciled to recognised P&L revenue.

Governed semantic layer · dataset manifest

Documented · tested · versioned

MONTHLY_ACCOUNT_ARR_WATERFALLschema ✓ lineage ✓ DQ ✓

MONTHLY_OPERATING_PARENT_GRR_NRRschema ✓ lineage ✓ DQ ✓

YEARLY_ACCOUNT_PRODUCT_WATERFALLschema ✓ lineage ✓ DQ ✓

ARR_TO_REVENUE_TRIANGULATION_BRIDGEschema ✓ lineage ✓ DQ ✓

VINTAGE_COHORT_RETENTION_MATRIXschema ✓ lineage ✓ DQ ✓

History 5+ years Grains daily → yearly Output ingestion-ready

Technology-agnostic by design

Built on your stack — whatever your stack is.

The cube is an architecture, not a product. It composes from the platforms you already run: your CRM, ERP, planning tools, cloud warehouse, and BI layer, with governance patterns that travel across vendors: version control, automated data-quality testing, role-based access, and full lineage from boardroom number to source transaction.

How we build it →

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Walk the KPI framework against your own request list.

Bring your diligence requirements and we'll show you exactly how each one is answered.

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Data, Analytics & AI. We make PE-backed B2B recurring-revenue businesses exit-ready.

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