01 · The problem
Structural data lag costs retail 1.5–3% of revenue.
Every actor in retail - retailer, supplier, wholesaler, POS provider - is making decisions on data that's 3–14 days old, fractured across 6–10 systems, and impossible to reconcile.
02 · The substrate
For the first time, the technology can actually do it.
Modern data infra (Snowflake, Iceberg, real-time CDC) plus capable LLMs make a sub-60-second, plain-English answer layer feasible. Before 2023, technically possible but commercially unviable.
03 · The moat
Four-sided liquidity, not a single product.
Every new retailer makes us more valuable to every supplier. POS providers anchor the data. Wholesalers anchor regional networks. Each side compounds the others.
04 · The market
Bigger than the line item it replaces.
$2.3T global grocery + $1.1T convenience + $1.8T specialty retail. Retail BI + analytics is ~$28B today and growing 11% CAGR. We expand the line into operations and the supplier-paid marketplace.
