From hidden value to balance sheet recognition. Here's the path.
A structured sequence, not an open-ended consulting engagement. Each step has a clear deliverable, a clear outcome, and a clear decision point for whether to proceed.
Data Opportunity Snapshot
Click the intake link, answer a short set of questions about your business and data ecosystem. No raw data is requested or shared. Within 48 hours, you receive a preliminary assessment showing the approximate value hiding in your data, including the hidden 95%.
Most clients are surprised to discover their data is worth $10M–$30M+. From here, you decide whether a full defensible valuation is worth the investment.
Board-Ready Defensible Valuation
A full IVSC-compliant valuation engagement using cost-based, market-based, and income-based methodologies adapted to your specific data assets. The output is a defensible report suitable for CFO review, board presentations, investor due diligence, M&A negotiations, and formal balance sheet recognition.
The process: data scoping, data ownership validation, readiness programme, due diligence, risk assessment, then the valuation calculation and report. Client time commitment is deliberately minimized.
Data Capitalization & Activation
With a defensible valuation in hand and the asset formally recognizable, we activate the value through one of four pathways: Get It On The Books (formal balance sheet recognition with a defensible valuation), Use It As Capital (collateralize recognized assets for debt facilities and liquidity), Sell At A Premium (enter M&A conversations with a recognized asset that commands higher multiples), and Grow With It (licensing revenue, stronger financial ratios, and lower cost of capital).
Pricing is customized based on the pathway. Performance-based structures are available when there's a clear revenue or capital path, aligning our success with yours.
Fractional Chief Data Strategy Officer
For companies that want ongoing strategic execution, we serve as your fractional CDSO, continuously increasing your data asset value, managing capitalization pathways, and embedding data strategy into executive decision-making.
Discipline by subtraction.
Just as important as what we deliver is what we refuse to deliver. This is how we keep engagements tight, fast, and financially meaningful.
We Do
- Deliver IVSC-compliant valuations that hold up on the balance sheet
- Uncover the full spectrum of capitalization opportunities
- Provide pathways: cost savings, risk reduction, revenue, capital access
- Make introductions to actual capital sources when you're ready
- Execute tax strategies that can cover our fees multiple times over
- Fast, defensible valuations in weeks, not months
We Don't
- Vague consulting engagements that go nowhere
- Generic "insights" reports that collect dust
- Endless discovery phases that drain your budget
- Push you to sell data when better options exist
- Claim "digital transformation" is a deliverable