Use customer economics to underwrite, build, and prove value.
Theta rapidly turns fragmented customer data into a clear view of customer performance
Insights
Put customer evidence to work at every stage.
Theta looks beyond aggregate financials to reveal the customer economics shaping business performance, revenue durability, growth potential, and future value.
Use the same evidence to invest with confidence, focus the operating plan, and present a clear value narrative to buyers at exit.
Customer intelligence
Turn customer behavior into decisions that build value.
Theta combines historical diagnostic, predictive modeling, and flexible customer analysis to reveal risk, upside, and future value.
Prepare the data
Send the raw data-room exports. We reconcile multiple files, schemas, identifiers, and definitions into one clean canonical dataset for our analysis and your team’s own work.
Rapidly diagnose the customer base
Historical Customer-Base Audit reveals company growth quality, revenue composition and durability, acquisition efficiency, customer concentration, and cohort performance, surfacing risks and trends in the historical record.
Predict with CLV Ultra
Powered by CLV Ultra — Theta’s most accurate predictive CLV model — we forecast retention, repeat purchasing, spend, and lifetime value at individual and cohort levels, then translate those predictions into customer-base, revenue, profit, and company-value outlooks.
Customer-Based Corporate Valuation
Connect forecasts of customer acquisition, retention, repeat purchasing, and spend to revenue, cash flow, and corporate value, then scenario-test the drivers, risks, and opportunities behind the valuation. Explore CBCV.
Capabilities across the investment cycle
Predictive customer analytics at every stage of your investment.
- 01Due diligenceUnderwrite with confidence
- 02Value creationFocus the operating plan
- 03ExitDemonstrate value
Build the foundation
Data preparation
Consolidate fragmented data-room exports for analysis
Standardize recurring portfolio reporting
Refresh a clear set of evidence for buyers
Read the evidence
Rapid historical CBA
Assess quality, durability, and risks
Set the baseline and track change
Prove improvement over the hold period
Look ahead
Predictive analysis
Underwrite future economics
Maximize customer lifetime value
Showcase customer quality to future buyers
Value the business
Customer-Based Corporate Valuation
Value the target company
Quantify how operating improvements build value
Present a defensible valuation to buyers
From diligence through exit
Make the next decision with better evidence.
Start with the question the investment needs answered now. Keep the same customer evidence base working as the business and the decision evolve.
Underwrite the customer base, not just the P&L.
Within compressed diligence timelines, Theta turns data-room exports into a clear historical and predictive view of customer quality, revenue durability, risk, and upside.
Bid with greater confidence, or know when to walk away.
- Identify undervalued targets and avoid expensive surprises.
- Surface customer performance risks early.
- Separate durable revenue from growth dependent on constant acquisition.
- Forecast acquisition, retention, revenue, profit, and value under defensible scenarios.
Focus operating teams on the levers that grow value.
Build a consistent customer view of portfolio performance, then target the actions with the greatest economic impact.
Turn customer insight into measurable revenue and profit improvement.
- Standardize reporting around CLV, CLV:CAC, retention, and cohort health.
- Shift acquisition spend toward higher-value channels, segments, products, and markets.
- Focus retention and development on customers and cohorts with the greatest upside.
- Refresh forecasts to track impact, compare companies, and reallocate with confidence.
Make the value story measurable and defensible.
Theta’s Customer-Based Corporate Valuation methodology translates customer quality and future behavior into a transparent, data-backed valuation narrative.
Make the full value of the business visible and support a stronger return at exit.
- Quantify durable revenue and sources of value traditional methods can miss.
- Document improvements in retention, cohort quality, customer value, and unit economics.
- Build a customer-driven forecast of revenue, profit, cash flow, and company value.
- Give buyers a clear evidence base for the durability and upside of the business.
Bring us the data room. We’ll show you what the customer base says about value.
Whether you have transaction logs, cohort summaries, or a mix of fragmented exports, Theta can move from raw inputs to a clear investment view.
Discuss an investment