[data-wf-bgvideo-fallback-img] { display: none; } @media (prefers-reduced-motion: reduce) { [data-wf-bgvideo-fallback-img] { position: absolute; z-index: -100; display: inline-block; height: 100%; width: 100%; object-fit: cover; } }

October 2 – 4, 2022

Mountains, Capital, and Commerce

Join private equity leaders for an invite-only event for equal parts education and outdoor recreation against the mountain backdrop of Bozeman, Montana.

Request your invite

Presented by

Is my firm a good fit?

This event is ideal for firms aiming to build and optimize a portfolio of ecommerce companies and designed as equal parts inspiration, frameworks and networking for making solid investments and exits.

Request your invite

What can I expect?

This invite-only experience will showcase innovative methods for due diligence from Dr. Peter Fader of The Wharton School and Theta Equity, the "gotchas" on ecommerce valuations beyond EBITDA, identifying remarkable CEO leaders and teams and using AI to predict scaling and exit opportunities.

You’ll also enjoy ample time to explore the best of southwest Montana, from fly-fishing to hiking to brewery tours.

Request your invite

PETER FADER, PHD

KEYNOTE SPEAKER

Dr. Peter Fader is a Professor of Marketing at the Wharton School of the University of Pennsylvania, and co-founder of Theta. His expertise centers on the analysis of behavioral data to understand and forecast customer buying behavior.

Dr. Fader co-founded and successfully exited consumer analytics firm Zodiac (acquired by Nike in 2018). He then co-founded Theta and developed Customer-Based Corporate Valuation® (CBCV), a method that uses customer metrics to assess a firm's underlying value. In addition, he has authored three books and won many awards for his research and teaching accomplishments.

Peter's new book, The Customer-Base Audit, will be released on November 1, 2022. Preorder your copy here.

Featured Session Topics

Valuations

Learn how to blend customer data to drive valuations using customer lifetime value as a leading input from one of the world's leading experts, Dr. Peter Fader of The Wharton School and Theta Equity.

Value Creation & Exit Strategy

Dive into key ecommerce metrics for managing value creation to successful exits ranging from site traffic and margin protection to predictable growth.

Tech, Talent, and Data Roadmaps

Explore how to standardize and deploy a “rinse and repeat” framework beyond the first 100 days to lower ownership costs, drive accountability and provide real-time reporting.

Case Studies

Explore scalable tech stack examples from ZaneRay, a best-in-class design/development firm. Plus, learn about successful PE backed exits from various ecommerce CEOs, and hear from PE investors about emerging opportunities during a downturn economy.

Secure your invite.

Interested in attending but haven’t received your invitation yet? Submit your information below for consideration.

Conference Agenda

Arrival Day

October 2nd

Accommodations available at Kimpton Armory Hotel

5:00 pm–8:00 p.m.

Welcome to Montana Reception

Sky Shed at the Kimpton Armory

Sponsored by:

Day 1

October 3rd

Day 1 Theme: Identifying Value & Risks

8:00 am

Breakfast at Rialto

9:00 am–9:15 am

Welcome to Montana & Intro

Agenda and activities overview.

9:15 am–10:30 am

Dr. Peter Fader - Customer-Base Health

Understanding your customers’ buying behavior as well as the health of your overall customer base.

Dr. Peter Fader, Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania & Cofounder at Theta Equity

10:30 am–10:45am

Break

10:45 am–11:15 am

What Could Have Been: Ecommerce Horror Stories

Lively case studies on where ecomm businesses failed spectacularly and what you can learn from their demise.

11:15 am–12:00 pm

Hammers & Headwinds

Analyzing growth post Facebook: what to look for in due diligence on customer acquisition and retention post-iOS.

12:00 pm

Lunch + Break

2:00 pm–4:30 pm

Choose Your Own Adventure

Brewery tour, hiking, and more.

5:30 pm

Shuttle to Hardscrabble Ranch

6:00 pm

Whiskey Tasting and Fly Casting Practice/Lessons

7:00 pm

Montana Dinner with Wine Pairings

Day 2

October 4th

Day 2 Theme: Creating Value & Exits

8:00 am

Breakfast at Rialto

9:00 am–9:30 am

Breaking The Mold

How a platform can disrupt traditional ways to operate an ecommerce business.

Robert Alvarez | CFO of BigCommerce

9:30 am–10:00 am

Have Your Cake & Eat It Too

How to manage TCO with repeatable tech stacks, while still creating remarkable digital experiences backed by clean reporting.

ZaneRay Group

10:00 am–10:30am

Best-In-Breed Stacks vs. Suites

Daniel Fertig | BigCommerce

10:30 am–11:00 am

Hidden Variable: Culture, Teams, & First 100 Days

Operator mindsets and data-driven rhythms to achieve predictable results in the fast moving space of ecommerce.

11:00 am–11:30 am

Operational Improvements: Key KPIs for Successful Exits

Unpack the key metrics and timelines associated across ecommerce business variables such as site traffic, margins, and retention.

11:30 am–12:00 pm

Operators & Opportunities

Perspectives from a multiple-exit CEO on what works and what doesn't in PE partnerships.

12:00 pm

Break

2:00 pm–6:00 pm

Choose Your Own Adventure

Fly fishing, rock climbing, mountain biking, and more.

Sponsored by:

7:30 pm–9:00 pm

Farewell Dinner at Urban Kitchen

“By providing both ecommerce software and digital marketing services, Tadpull has leveraged the power of having all your ERP and ecommerce data in the cloud to drive impressive results for clients in real-time.”

Branden Jenkins, Vice President of Strategy

"In choosing Tadpull, we found a team that was able to lay out a clean strategy that produced results...They’re well-versed on current trends, highly communicative and love using the data to prove results."

Nick Ward, Vice President, Digital Channels

“The team's expertise in analytics and data-driven marketing has guided our paid advertising efforts as well as site-wide UX improvements."

Ned Wonson, Sr. Digital Marketing Manager

"Their Tadpull Pond software is helping provide us with the data insights and predictive analytics we need to grow this channel in a highly scalable way. We’ve appreciated their tight processes as we look to build out our SEO, Paid and Email efforts and leverage the asset of our data."

VP of Technology, Caterpillar Workwear

"Tadpull's approach, from wire-framing designs to blueprinting the digital marketing strategy, has revitalized our brand presence online and positioned our team to deploy sophisticated campaigns with data-centric results."

Ryan Holm, Director of Marketing

"Tadpull Pond software is a very helpful tool to be able to view, combine, and collect all the digital data that’s coming from so many different sources. It’s really helping to understand and be able to analyze, at a glance, a large amount of data and be able to start making smart decisions with it."

Outi Pulkkinen

"Tadpull’s expertise in applying the power of data science to our ecommerce portfolio investments has yielded a variety of insights and have expanded our analytics capabilities for both value creation and evaluating new opportunities"

Andrew Mueller, Principal

Ready to explore ecommerce portfolio growth opportunities?

This exclusive, invite-only event will showcase the keys for successful investments and exits against the stunning backdrop of Bozeman, Montana.