“Pipeline is flat and nobody can say where the next dollar is.”
We find the moments that make customers buy, renew and expand, and the accounts that are ready for more.
Problem-first AI transformation
Turn your growth problem into your unfair advantage.
We use machine-scale insight with founder-grade judgment to find when customers are ready to buy, before competitors do.
Problems we solve
One method. Four problems that keep boards up at night.
“We’re busier than ever and still losing money on the work.”
We find the jobs you underprice, the customers who cost more than they pay, and the work your teams do twice.
“Service is inconsistent, and it’s quietly costing us customers.”
We find where calls go wrong, where handoffs drop, and which fixes actually hold once they’re live.
“We bought five companies and still have five customer lists.”
We stitch every CRM, loyalty file and finance system into one customer, across every brand you own.
What we believe
- 01
AI should give the best teams superpowers.
Not replace their judgment. Amplify it.
- 02
AI transformation isn’t faster emails and better meeting notes.
That’s productivity. Transformation moves the number your board is watching.
- 03
Flat dashboards are the old way to use your data.
They report what happened. Your data should tell you what to do next.
- 04
AI bolted onto a broken system makes the problem bigger.
We fix how the work runs, then build the tools into it.
- 05
Start with your hardest problem, not the easiest use case.
That’s where the advantage is, and where your competitors aren’t looking.
Our calls this week
Our approach
We point AI at the problem that matters most, and help you outplay your market.
Whether the problem is growth, margin, quality or integration, every piece of your data becomes an advantage your competitors can’t copy, and you stop competing on the same terms.
Diagnose
Give us your data, as messy as it is, and the number that matters most. Our AI reads every system you run, and our founders pressure-test every finding with your leaders. In six weeks you see exactly what’s happening, and what fixing it is worth.
Meet the team ↗Build
This is where the AI transformation happens. We build the AI tools, change how the work gets done, test it in one team or region against a holdout, and scale what wins.
See the results ↗Run
We don’t hand you a deck and leave. You keep an AI system that reads your data every week and tells your team what to focus on next. The longer it runs, the sharper it gets.
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 what your board is pushing on, whether that’s growth, margin or service, 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 and every job, every week, for the signals that predict a purchase, a lapse, a margin leak or a service failure.
- 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 new logins.
Already winning for others
Proof, not adjectives.
350%
more expansion opportunities surfaced
Growth · PatientNow5x
faster time to a qualified opportunity
Growth · NuvemRx10x
ICP-fit pipeline in the first 90 days
Growth · Documo+20%
delivery margin for a services business, up from roughly negative 300%
Margin · Operating rebuild98%
reliability reached on AI-handled member calls
Quality · Consumer subscription serviceWho it’s for
Mid-market to Fortune 1000. Data-rich, messy, and ready to win.
- Data in every system. CRM, point of sale, claims, finance and every acquired company’s files, scattered and messy.
- A number that hasn’t budged. Growth, margin or service, and the usual fixes haven’t moved it.
- A board pushing for answers. 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 roadmap 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 problem
Your advantage
What’s your hardest problem?
alexandra@5thpivot.com
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