Every retail company has data. The win is in the signal
across all of it.

We find the moments that make shoppers buy: a move, a new baby, a store opening nearby, a renewal.

Turn everything you knowinto growth.

Machine-scale insight, with founder-grade judgment.

Our calls this week

Our approach

We help you shift from reporting on your business to outplaying your market.

Founders who’ve built, scaled and exited companies, plus AI tools of our own. Every piece of your data becomes a clear path to growth, and you stop competing on the same terms.

Step 1 · First findings in 30 days
A roadmap for growth

Diagnose

Give us your data, as messy as it is. Our AI reads every system you run, deeper than any analyst team could. Then our founders sit with your leaders and pressure-test every finding with judgment earned building companies of our own. In 30 days you see what we found. By week six, you have your data brain and a roadmap with every opportunity sized in dollars, ready for your next board meeting.

Meet the team ↗

Step 2 · Every month
A pulse on your business

Run

Insight should be oxygen in your company, not a quarterly project. We run your data again every month, so you always know what moved, what's at risk and where the next win is. Every result is measured against a holdout. The longer we work together, the smarter the model gets.

See how it works ↗

Step 3 · When you're ready
We build it with you

Build

Small tests, real evidence, then scale. We prove an idea in one market before you bet the budget on it, then implement the plays, build the tools your teams need, and connect them to the systems you already run.

Start a conversation ↗

The team behind it

Your company's data brain is our favorite thing to build.

We've founded and exited companies of our own, with six decades of experience between us.
Our technology keeps a live model of your business running, so your team always knows what matters.

Founder-grade judgment.

Our team does what only people can.

Has sat in your seat. We've built, scaled and exited companies, so we frame every finding the way your board will judge it.
Starts from the number. We work backward from your growth targets to the questions worth answering, not the ones that are easy to chart.
Makes the call. Every recommendation comes with what to do, who owns it, and what it should move. You decide.
Proves what worked. Every play is measured against a holdout, so you can say exactly what drove the number.

Machine-scale insight.

Our AI does what no person could.

Sees one customer across every brand. CRM, point of sale, loyalty, claims, finance, and every acquired company's systems, stitched into one view.
Catches the moment. Watches every customer, every week, for the signals that predict a purchase, a lapse or a switch.
Checks its own work. Every recommendation is tested against how our founders would call it, and gets sharper with every result.
Lands in your tools. No new software, no logins, no change management.

Already winning for others

Proof, not adjectives.

350%

more expansion opportunities surfaced

PatientNow

faster time to a qualified opportunity

NuvemRx

10x

ICP-fit pipeline in the first 90 days

Documo

+20%

delivery margin for a services business, up from roughly negative 300%

Operating rebuild

98%

reliability reached on AI-handled member calls

Consumer subscription service

+27%

cross-sell conversion on life-event offers to existing customers

Regional bank

Who it's for

Data-rich, messy, and ready to win.

Customers who come back. Patients who rebook, members who renew, accounts that expand.
Built through acquisition. Every deal brings another CRM, another loyalty file, another customer list. We make them one customer, across every brand you own.
A board pushing on growth. Or asking for an AI plan, or watching a competitor use AI to win.

Your data, your win

You own everything we find.

Your findings. The growth map and every insight stay yours, whether or not you keep working with us.
Never used for training. Zero data retention with AI providers.
SOC 2 Type 2 and HIPAA. Scoped access, separated data, and a BAA for every health client.
No lock-in. Clients stay for the results. That's the only reason.

Your data Your results

What’s your data hiding?

alexandra@5thpivot.com

Our approach Team + AI Proof Contact