Predictive Customer Value Analytics
See what customers will do tomorrow, so you can make better decisions today.
Who We Work With
Build customer value. Strengthen investment decisions.
Theta helps businesses acquire, retain, and grow valuable customers, and helps private equity firms and investors assess growth potential, manage risk, and build portfolio value.
For Businesses
Maximize customer lifetime value.
Use predictive CLV to guide smarter customer acquisition, retention, development, and marketing measurement.
- Target acquisition using predicted value
- Retain and develop the right customers
- Measure marketing against long-term value
For Private Equity and Investors
Underwrite growth and build portfolio value.
Use customer data to validate growth before investment, focus value creation after close, and demonstrate long-term potential at exit.
- Stress test the investment thesis
- Prioritize customer value creation levers
- Present a clear value narrative to buyers
Some of our valued clients
How Theta works
Turn customer data into actionable insight.
Theta combines historical customer analysis, predictive CLV, and corporate valuation to guide marketing, customer growth, strategy, finance, and investment.
- 01
Customer data
Transactions, customer attributes, and acquisition channels.
- 02
Customer intelligence
Historical Customer-Base Audit: understand past performance. Predictive CLV: forecast future customer value. Customer-Based Corporate Valuation: connect customers to company value.
- 03
Decisions and actions
Marketing: acquire higher-value customers and invest smarter. Customer retention and growth: retain valuable customers and grow their value. Strategy and finance: forecast performance and test growth plans. Investment and valuation: assess risk, underwrite growth, and value businesses.
Whether you need help preparing customer data, understanding past performance, or forecasting future value, Theta can help you find the right starting point.
Talk with ThetaWhy Theta
Built by the experts.
Proven in practice.
Founded by
Peter Fader and
Daniel McCarthy
The experts behind Theta’s industry-leading customer value models.
Meet the teamPowered by CLV Ultra
Theta’s best-in-class predictive CLV model combining unparalleled accuracy with automation and scalability.
Explore CLV UltraProven acrossHundreds of
companies
Analyzed across dozens of industries, business models, and market conditions.
Discuss relevant experience
