Your data isn't boring. It's a self-funding asset collecting dust.
We help healthcare, financial, retail, manufacturing, and agricultural companies turn overlooked data into defensible valuations and real money, without selling equity or adding overhead.
You're collecting data every day. But what's it actually worth?
Most companies have no idea they're sitting on millions in untapped value. Here's what the typical balance sheet is missing, and why it costs you when capital, valuation, or exit conversations start.
The real problem: You can't monetize what you can't measure. And boring spreadsheets full of customer records, transaction histories, and operational data won't get boardroom buy-in or investor attention.
The real value is in the hidden data assets.
Visible data like the customer database and the transaction log is roughly 5% of the data that creates economic impact for an organization. The other 95% lives in API integrations, third-party apps, IoT sensors, and the ecosystem you've built over years.
Without the hidden data, there is no visible data. And it's in the hidden data that a proper valuation exposes the real monetary value.
We turn your "boring" data into board-ready assets.
No fuzzy consulting. No vague "data strategy." A direct three-step path from "is there value here?" to real dollars in your capital stack.
Data Opportunity Snapshot
A preliminary assessment showing the approximate value hiding in your data assets, including the 95% most people never look at. Most clients are shocked to learn their data is worth $10M–$30M+.
- Directional value range
- Zero raw data required
- Qualify: $5M+ revenue OR $10M+ valuation
Board-Ready Defensible Valuation
A comprehensive, defensible valuation report that holds up to CFO scrutiny, board presentations, investor due diligence, and M&A negotiations. Cost, market, and income approaches combined.
- Capital raising conversations
- Collateral for credit facilities
- M&A premium positioning
- 2–4 week delivery
Data Monetization Activation
Now that you know your data is worth millions, we activate that value through proven pathways: capital access, tax structuring, strategic exits, or internal revenue growth. Selling data is not the default.
- Tax / Cash / Exit / Growth keys
- Performance-based structures available
- Optional fractional CDSO
We don't default to "sell your data."
For most companies, the real money comes from using data strategically: reducing costs, mitigating risk, creating new revenue, leveraging it for capital access. Data sales are one option among many.
The Tax Key
Structure data donations through Donor Advised Funds to generate tax credits that can cover our fees many times over.
The Cash Key
Introduction to our private marketplace of investors who lend against data assets. Potential liquidity of $20–50M without selling equity or your data.
The Exit Key
Connect with strategic buyers who pay premium multiples for data-rich companies. A defensible valuation adds millions to exit price.
The Growth Key
Internal roadmap for cost reduction, risk mitigation, new revenue streams, and self-funding strategies using data as collateral.
Owner-led businesses where data ecosystem value runs deep.
We specialize in five industries where the 95% is largest, where tech stacks, integrations, and operational data have compounded into genuine asset value. Click any industry to see what you're missing.
Healthcare & Medical
EHR integrations, scheduling patterns, insurance workflows, device logs, telehealth metadata.
Financial Services
Payment gateway integrations, KYC/AML workflows, fraud models, mobile banking behavior.
Retail & E-Commerce
Shopify apps, shipping APIs, recommendation engines, subscription platforms, email engagement.
Manufacturing
IIoT sensors, SCADA systems, MES APIs, supply chain EDI, machine vision, predictive maintenance.
Agriculture
Precision ag telematics, weather APIs, irrigation sensors, drone imagery, livestock data, price feeds.
Other Owner-Led B2B
If your business is $5M+ revenue or $10M+ valuation with established systems generating data, we should talk.
How we helped an automotive telematics company unlock $100M without selling data or diluting equity.
A leading automotive company came to us knowing they had valuable telematics data but no way to quantify it or leverage it for growth capital.
What we did:
- Conducted a defensible data valuation
- Identified $100M+ in data asset value, including the 95% they'd never considered
- Structured the valuation for use in recapitalization
- Enabled growth capital access without diluting equity
The strategy: Instead of selling data to third parties, we helped them use their data assets as collateral for strategic financing. They kept ownership, maintained customer relationships, and got the capital they needed.
Straight talk: here's who we work with and who we don't.
We work best with owner-led businesses at a certain scale. Below that, you're better off focusing on growing the business first. Here's the cut line.
Good Fit. Need at least one
- Generating $5M+ in annual revenue, OR
- Business valuation of $10M+
- Owner-led business with leadership in place
- Established systems generating data over time
- PE groups or family offices managing portfolio companies in these industries
Not a Fit
- Under $5M revenue AND valued under $10M
- Pure startup with minimal operational history
- No established systems generating data over time
- Looking for generic "data strategy" consulting
Common questions, direct answers.
Click to expand. Contact us if you have a question we haven't answered.
Your data has been quietly accumulating value while you focus on running your business.
The question isn't whether it's valuable. It's how much, and what you're going to do about it.