My Story
I didn't start with a mathematical model. I started by watching someone I love make the hardest calls of his life completely alone.
Where It Started
My dad started four different businesses over the course of his career. He was the hardest worker I have ever known. But the market can be unforgiving. Each time one of his businesses got disrupted, he would pivot, switch industries, and start all over from scratch. In the last business he built, his dedication finally broke through. He even won a national award for his services as an SMB owner.
Yet, behind the scenes, I saw what it actually took. When he had to decide whether to raise prices, who to hire, or which customers were actually keeping the lights on, he didn't have a dashboard. He didn't have an analyst. He made his highest-stakes decisions using a notebook, his gut feeling, and a lot of late nights.
Watching the toll this took, I became averse to running my own business. I chose to steer my career toward the stability of large corporations.
The Contrast
I started my career in TCS's consulting practice, embedded deep inside client operations. I worked first with AIG, and then with Experian. This wasn't consulting from the outside looking in; I was in the room, running point on delivery.
I saw firsthand how billion-dollar companies operate. For them, nothing is a guess. They have entire teams dedicated to Decisioning Science, which is the discipline that sits at the intersection of big data, big compute, and big consulting. Their analysts turn raw, fragmented data into confident, dollar-specific decisions at scale.
A Closer Look
Launching BusinessIQ.
At Experian, I managed globally distributed TCS teams and worked onsite to help launch BusinessIQ. This was a tool built for lenders to score small businesses for credit decisions. I was building the exact machine that small business owners like my dad were being judged by, with none of the same machinery working for them.
Big companies have McKinsey and massive data teams. Small businesses have no one.
The contrast was jarring. It left me with a question I couldn't shake: why did the biggest companies get absolute strategic certainty, while the hardest working people I knew were left alone to guess?
The answer was scalability. Providing that level of bespoke, data-driven strategy to a small business simply wasn't cost-effective. The economics didn't work. So the SMB market was left behind.
The Bridge
My career then took me into advanced engineering. I earned my PhD in Mechanical Engineering and spent over two decades as an engineering leader, building advanced computational and AI-driven models to guide the design of complex electro-mechanical systems at companies like Apple and Lucid Motors.
Later on, wanting to broaden my horizons, I went to Wharton, the #1 business school in the world, for my Executive MBA. Sitting in Professor Peter Fader's class, everything clicked. I realized that the advanced mathematics and modeling I used in engineering could be generalized and directly applied to understand Customer Lifetime Value (CLV).
As part of the course, I applied these exact models to successfully help a local nail salon make a critical scaling decision. I saw that with the recent breakthroughs in AI and enabling technologies, the scalability problem was finally solved. I now had the unique combination of engineering expertise and technology to make enterprise-grade Decisioning Science accessible and affordable for SMBs.
The math was never the hard part. Getting it into the hands of an owner who doesn't have the time to learn it was the real problem worth solving.
I built CLVHelm to be the thing my dad never had at the wheel with him. But more than that, I returned to my roots. First as the son of an SMB owner, and now as a founder and business owner myself, I built the tool I needed.
We take the complex science of customer value and turn it into simple, confident next moves. Our goal isn't to give you more spreadsheets to manage. It is to hand you the clarity you need to finally step out of the daily operations, and take control as the Asset Manager of your business.