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Welcome to Primed Analytics

Fractional CFOs can't always depend on their clients to provide accurate/readily usable data for reliable customer level schedules, models and analysis but Primed Analytics can help...

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Due Diligence Requires Accurate Financial Schedules

Investors and boards want meaningful customer analysis, but companies can struggle with just producing accurate financial schedules like deferred revenue. Primed Analytics specializes in overcoming disparate unrefined data no matter your size:

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Our Services

Delivering sound financials and a superior customer cohort analysis

Sound Financials

Multiple channels and payment options, dynamic MRR, contract terms, returns, etc. quickly overwhelm most 3rd party analytic tools. At some point, all growing companies require their own data mart to wrangle disparate systems into a single source for financials and analysis. Starting now is not that expensive.

Revenue

Reconciling financials across disparate systems isn't easy but we are expert at overcoming these issues and appling the revenue recognition business rules you require to produce all the schedules investors demand including revenue by customer and advanced cohort/churn analysis from clean financials, not questionable payment data.

Forecasting

Successful funding requires professional financial models based on reconciled numbers and a proper cohort analysis to contend with seasonality, churn, etc. We provide Fractional CFOs the data they need to build better models.

Customer Cohorts

Your first customers didn't behave the same as your new customers. Cohorts are inherently different: from who and how they were acquired to product changes to service interactions. We're not just crunching numbers, we're searching for these differences.

Proper Churn Calculation

It's never too early to be concerned with churn. In fact, the more you learn what makes your customers loyal the easier it is to acquire more like them, but it starts by accurately measuring churn and cohorts are the only way to do that.

Better Dashboards

Dashboards are better than long, tiring system generated reports but all dashboards aren't created equally. Expertly designed cohort dashboards let key decision makers answer their what-if questions on the fly. Can you do that today?

Lifecycle

Analyzing your entire customer base can obscure how lifecycle affects customer behavior, but our analysts know how to find customer life stages that turn any simple cohort analysis into a waterfall of information.

Actionable

We know how to find meaningful segments across your cohorts that can drive programs to increase engagement and lower churn. Geography, verticals, channels, demographics and most importantly, mined behavioral segments are just a few ways we deepen your customer knowledge.

Recent Works

Straightforward and Accurate Analyses and Graphs

Cascading Cohorts

Cohort Analysis by Year

This example shows cohort growth YTD and last twelve months.

Churn Risk

Modeling Churn for Mitigation

Most growth companies spend most of their effort on acquisition when even a little work on retention will pay for itself.

Segments

One of a myriad ways to cut data

Cohorts are just the beginning. They can be furter cut by behavioral segments, geography, channels, products, etc.

About us

Clients

Tom has been managing data driven analytic projects for over 20-years. In that time, he developed a wide range of skills from statistical modeling/segmentation to software programming, creating reports/dashboards to executive level presentations, building tactical plans to formulating a strategic vision. He has analyzed B2B and consumer data for Fortune 100 companies and emerging growth start-ups. He earned his BBA in finance and MBA in marketing from the University of Texas at Arlington.

Slide right for testimonials...

Tom Levey Founder

Testimonial

"Primed Analytics was able to take our data, clean and standardize it, then create deferred revenue schedules for our finance team and a detailed customer cohort analysis that we needed to close our private equity acquisition. They took care of everything and made the entire process simple for us."

Erik Treutlein CEO, Legalinc

Testimonial

“Tom was a one man analytic, IT, strategy department while I was at TXU Energy. He developed an extensive data mart, dashboards, statistical models/testing, adhoc analyses and various outputs for marketing operations. Quality control was extremely important to Tom and everything he delivered was accurate and fully caveated. He made my job much easier.”

Adriann Jones

Contact Us

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Contact Info

Where to Find Us

13601 Preston Rd.
Suite W615
Dallas, TX 75240

Email Us At

info@primedanalytics.com

Call Us At

Phone: 682-308-0110