Financial Executives: Uncover Hidden Revenue Through Customer Behavior Analysis


PHILADELPHIA, PA — Theta, a predictive customer analytics company, is holding a free webinar for private equity professionals and other business executives on March 29 from 1-2 pm EST entitled “Forecasting Revenue Based on Customer Behavior.”

The presentation will discuss Customer-Based Corporate Valuation® (CBCV) and customer-base value analyses, which use customer behavior metrics to drive better decision-making. The methodologies have proven to be highly accurate – within 5% – for forecasting revenue and for valuing businesses by predicting future customer acquisition, retention, purchasing, and spending.

Leading the discussion will be Theta’s co-founders, Peter Fader and Daniel McCarthy, noted customer value experts and professors of marketing at the Wharton School of the University of Pennsylvania and Emory University’s Goizueta Business School, respectively. Fader and McCarthy previously founded Zodiac, a predictive analytics company they sold to Nike in 2018.

The presentation will cover:

  • How CBCV and customer base value analysis differ from other valuation and forecasting approaches
  • How they work, what data is required and why the business model matters
  • Real-world use cases
  • Things to watch out for when using these approaches

Additional information and webinar registration is available on Theta’s website.

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