Combine bottom-up transaction data with traditional revenue modeling. Use actual AOV and order frequency trends to refine growth assumptions and improve earnings estimate accuracy.
Features
Enhance TAM Analysis
Layer transaction-level market share data into total addressable market calculations. Cross-reference category penetration rates with actual spending patterns to validate growth runway estimates.
Features
Operational Metric Verification
Match management's KPI disclosures against transaction data. Verify reported customer acquisition costs, churn rates, and LTV metrics with actual purchase behavior.
Features
Industry Deep-Dive Enhancement
Add transaction data to sector coverage initiations. Validate competitive positioning analysis with market share trends and consumer behavior patterns.
With Yipit
Complement transaction panel data and merchant-level intelligence. Add validated e-receipt data to credit card panels for enhanced coverage of digital commerce. Provide actual basket-level insights for retail and DTC coverage.
With MScience
Integrate e-receipt data into MSPY and M Analysis platforms. Enhance quantitative models with actual transaction values to validate web-scraped price and volume estimates. Add granular SKU-level insights to Consumer Spend coverage.
With JP Morgan
Supplement Consumer/Retail coverage with granular e-commerce insights. Add transaction-level depth to industry primers and validate management disclosure analysis with actual performance metrics.
With Goldman Sachs
Enhance GS SUSTAIN frameworks and America's Retail coverage with transaction-level validation. Add intra-quarter revenue signals to earnings models and validate same-store-sales estimates with actual purchase data.
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