Latest dispatch How we ran a $40M pricing study in eight weeks — and what the last consultancy got wrong
Commercial
Intelligence Agency
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Our discipline

Reasoning systems,
built for commercial decisions.

Agentic AI. Causal inference. Bayesian methods. We do the math that pricing committees, S&OP, and trade-spend leaders have to defend — faster than your last consultancy thought possible.

The market gap

Most enterprises are buying advice when they need answers.

Strategy decks don't tell you whether to drop the price 4%. Quarterly dashboards don't tell you which retailer drove the variance. A consultancy readout doesn't quantify what a $2M trade investment actually returns. We do that work — and we defend the math.

$0 $1M $2M Q1 Q2 Q3 Q4 Same quarter. Same insight. Different outcome. Advice Math Advice held flat. Math returned +$1.84M.
Our services

What we model.

Six commercial-decision practices. Each one produces real numbers a real operator has to defend in a real meeting. Elasticity coefficients. Forecast intervals. Causal lift estimates. Optimization frontiers. If we can't put a number on it — and stand behind that number — we don't ship it.

S-016–10 weeks

Pricing intelligence

Price elasticity forecasting. Promotion lift quantified causally. Competitive monitoring on autopilot.

S-028–14 weeks

Marketing intelligence

Modern marketing mix. Causal lift by channel. Synthetic controls in place of fragile last-touch.

S-0310–16 weeks

Demand intelligence

Sell-in and sell-out forecasting, wired into planning. Variance monitored. Demand scenarios simulated.

S-048–12 weeks

Customer intelligence

Probabilistic lifetime value. Churn calibrated to retention spend. Segment unit economics.

S-056–10 weeks

Trade-spend intelligence

Forensic accounting of trade investment. Causal lift by program and retailer.

S-0610–18 weeks

Field intelligence

Earlier detection of velocity shifts, distribution gaps, and execution inconsistencies. Signals before the lagging KPI catches them.

Our methods

How we reason.

Four methodological commitments. Modern commercial decisions don't yield to A/B tests and dashboard math — they require causal inference, hierarchical priors, and the kind of statistical craft most consultancies have stopped doing. The techniques below are what your last vendor will tell you are "too academic" for your use case. They are why our numbers hold up.

M-01
Reasoning agents
LLM systems that ingest, synthesize, and reason over heterogeneous commercial data at scale humans cannot match.
M-02
X Y
Causal modeling
Beyond correlation. Synthetic controls, difference-in-differences, instrumental variables. The methods A/B testing can't replace.
M-03
Bayesian inference
For small samples, strong priors, and decisions under uncertainty. We quantify what you don't know.
M-04
Operational handoff
Models that live past the engagement. Documented assumptions, defensible re-fit cadence, and clean handoffs to the operators (or platforms) that run them in production. We work with FieldGoal where deeper system integration is needed.
Your maturity

Where you actually are.

Four stages of analytical maturity. Most enterprises sit in Crawl or Walk and tell themselves they're in Run. We meet you where you actually are — not where the last vendor told you you'd be by now — and we do the analytical work appropriate to that stage.

01 / Crawl

Build the foundation.

Shared data. Standardized definitions. Reusable components. Yes, even if you've been told you're past this stage. You're not.

02 / Walk

Decide, don't report.

Stop building dashboards. Start building decisions. Static narratives become conversational exploration. Manual analysis becomes AI-assisted decision support.

03 / Run

Run the forecasts.

Manual quarterly forecasts are a 2015 sport. Price elasticity, causal modeling, demand scenarios — running continuously, updating themselves.

04 / Take Off

Operate the math.

Where the math becomes the operation. Models running in pricing committees, S&OP cycles, and trade-spend reviews — not slides about them. The line most consultancies refuse to cross. We work with FieldGoal for the system layer.

Our team

The operators.

Vahag Dudukgian

Founding Partner · Pricing & Promo

PhD applied probability. Previously built pricing systems for two F500 retailers.

Patrick Bjornstad

Founding Partner · Causal & MMM

Ex-FAANG econometrician. Built attribution systems used by F100 advertisers.

Spencer Bouchard

Principal · Decision Systems

Fifteen years operating analytics inside retail. Bridges rigor and action.

Axelle Sarray

Senior · ML Engineering

Production ML at two unicorn consumer brands. Agentic forecasting at scale.

Yury Lysov

Senior · Quantitative Methods

PhD statistics. Experimental design and causal estimation under interference.

Adeel Cheema

Senior · Commercial Strategy

Ex-strategy consulting. Translates analytical output into commercial action.

Our thoughts

Dispatches.

Methodology, case studies, and the occasional rant. What most consultancies wouldn't publish — the work, the math, and where the industry is wrong. For readers who want the math.

Working session

Bring us your hardest
commercial questions.

Sixty-minute working session with a partner. We'll sketch the analytical approach, the math, and the data we'd need. No deck. No phased engagement plan. If we can't help, we'll tell you who can.