Lean Retail Assessment for Private Equity

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Artificial intelligence analytics tool for maximizing the profit potential of retail investments

Powerful new AI-driven analytics tool for assessing & maximizing retail chain profits

Predict the Profitability & Hidden Growth Potential of Private Equity Retail Deals

Lean Retail Assessments bring a powerful new lens of data-driven insight to complement traditional investment analysis — simulating a fully unified and optimized view of a prospective investment. This opens a new era for investors and retailers — offering a transformative way to explore the possibilities that exist within underperforming chains and achieve omnichannel excellence. Even those operating profitably have the potential to further optimize and scale with the right AI-driven technology in place. For private equity investors, this leaves a pool of investment prospects ripe for optimization.

Get ready to make better informed investment decisions, leverage operational strengths, and discover unrealized value with Lean Retail Assessments.

How it Works

Our unified commerce platform is powered by a proprietary AI-powered Lean Retail Analytics Engine. This engine ingests massive amounts of diverse historical and real-time data from a prospective retail organization. Through our Lean Retail Assessments, we create a simulated unified view of the operation, even for chains with currently disconnected retail systems. The input typically includes everything from multichannel data sets including customer information and transactions, loyalty programs and CRM, inventory, merchandising, orders, vendors, supply chain, and more.

Once the data runs through the Lean Retail Analytics Engine and has been analyzed, opportunities for value creation are identified. In a collaborative Envisioning Session, our team will share the specific opportunities that exist through revenue growth, profit improvement, and increased cash flow. The findings from the analysis and Envisioning Session are documented in a report called the Lean Retail Assessment.

Lean Retail Assessments provide the insights private equity investors need to:

Combine traditional analysis with retail innovation

Lean Retail Assessments are collaborative for maximum impact. The Envisioning Sessions included with the analysis combine private equity traditional analysis, expertise, and experience, with our data-driven findings and retail expertise.

Maximize the profit potential of any retail investment

Lean Retail Assessments allow investors to unlock the unrealized value of their prospective retail chains and position their operations for sustainable growth in an ever-evolving retail landscape. By exploring multiple modeling scenarios, investors go beyond traditional analysis to realize additional strengths, weaknesses, and opportunities for value creation throughout the chain.

Leverage unified technology for seamless execution*

Lean Retail Assessments enable firms to quickly put AI-powered insights into action. Beyond the initial assessment and modeling scenarios, the same unified platform that uncovers the opportunities enables rapid implementation of those changes across the chain.

* Lean Retail Assessments are currently being offered at a highly discounted fee. The FieldStack unified commerce platform can be used to quickly implement the recommendations uncovered in the Lean Retail Assessment. However, investors are under no obligation to proceed with FieldStack following the initial engagement.

Timeline

Investors can expect a timeline of 4 weeks from start to finish with a Lean Retail Assessment. However, we understand that some deals require swift action, and we can accelerate the timeline as needed. Just ask!

About FieldStack

FieldStack, founded in 2013, is a software company offering retail solutions based on Lean Retail Principles, and recently featured on the 2024 GetApp's Category Leaders in Retail POS Systems. Through strategic partnerships and collaboration, the team at FieldStack helps retail chains utilize advanced analytics within a unified platform to transform into lean, customer-centric, data-driven operations. With Lean Retail Assessments, FieldStack provides the insights private equity firms need to make informed investment decisions, leverage operational strengths, and discover unrealized value.

Ready to maximize your retail chain’s profit potential? Learn more about Lean Retail Assessments in our latest white paper.

At a glance

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