We fix the data chaos for PE-owned companies

the AI-powered business operating system for PE-owned goods companies

Unlock 10% improvement in gross margin and improve management insights within 90 days

An integrated view of your business looking back and forward

Insight-packed dashboards updated daily, with all your key SKU, customer, fulfilment and financial metrics and data in one place, saving you hours a week.

Manage your business without needing to manually pull data from your channels, suppliers, and finance and CRM systems, and without needing to update them

AI enabled models allow you to quickly ask questions of the data, including uncovering trends, forecasting and predicting demand, sales and cash

Don’t settle for inconsistencies

A global consumer brand had operations in 40+ countries, multiple ERPs and data warehouses, as well as a legacy set of metrics that met the previous owner’s needs but not those of a company that now needed to meet a ‘Double your EBIDTA’ PE requirement

Our founders helped them define common metrics, aligned hierarchies and reference data, and consolidated all their priority data into one data store, available daily.

The CFO and CEO then had reporting, analytics, finance and sales planning and forecasting all with one single source of truth - and no inconsistencies

Unlock pricing and distribution strategy

Understand where you are leaking profits from your D2C and B2B channels

Make granular pricing decisions based on up to date COGS information

View B2B customer history in one place to improve negotiation with retailers and distributors

Understand margins and COGS by SKU

Forecast deal economics and compare with retailer history

Track and plan promotions to increase CLTV

Identify where you can drive an increase in CLTV while keeping a close eye on LTV/CAC.

We helped a brand create and track a promotion schedule that helped convert first buyers into multiple buyers, increasing basket size and CLTV, while remaining at a good 3:1 CLTV/CAC ratio

We also helped them track referrals so they could identify

Learn from your best customers and improve your messaging

One consumable brand had a small number of very strong repeat consumers and large number of people who’d only bought one or two times.

We helped them identify their top 20 best customers, contact them and understand what was resonating with the brand

Then we helped them design a trackable referral and promotion schedule that helped them increase revenues 30%

You can’t afford boardroom squabbles over metrics

A common issue in carveouts or mergers is differing or now irrelevant definitions of metrics, hierarchies and master data.

You can’t afford boardroom arguments sales saying one thing and finance saying something different. Usually this is all because of different definitions.

Our consulting teams help you fix and align these definitions and empower your teams to carry on evolving them with your new business

3 steps to profit

Onboarding

We use a variety of connecting methods to get the data from your databases or cloud APIs

Then our AI powered approach maps your systems to a common data foundation and takes care of integration and differences and similarities between systems.

Our AI-enabled analyst speeds up source system analysis work 5x. It reads your system metadata, documentation, and provides then creates configuration templates that are used to create the data model foundation

From these templates we can build the data foundation in minutes,

Our Metrics AI agent then helps us define how your metrics are defined from your systems and generates the code.

Metrics & testing

Metric definitions specified in metadata for the most popular key metrics and situations

Common data quality rules are automated based on these metrics

The only ‘coding’ needed is some SQL to define any specific rules you have when integrating multiple systems.

Run and evolve

Your metrics are calculated based on your data daily or weekly depending on your plan

You also get insight into data quality issues that are affecting the metrics

We help you analyse the data to solve business problems

Uniquely, we also set up and support your team in data quality working groups to resolve issues at source

Why CFOs and entrepreneurs choose Calon

  • Fast

    Get your first insights within 10 days of establishing connections to your systems.

  • Detailed

    All your critical metrics calculated at unit level - whether at order, subscription, customer, product or material - so metrics and your custom analytics are always consistent

  • Integrated

    Data from all your systems - whether CRM, ERP, payments, fulfilment, customer comms - integrated into one set of easy to use online dashboards - as well as data sharing with suppliers, customers and distributors

  • White glove experience

    We work with you and speak your language, we don’t just throw software at you.

  • Risk free

    We charge monthly with no minimum subscription, so if it isn’t working for you, there’s no tie in.

  • Consistent

    One source of truth, done in the right way for you, based on industry leading practices and business rules customised. All your fields in your systems are available for your analysts to use in their models.