October 3-4, 2022

Mountains, Capital, and Commerce

An invite-only event for private equity leaders that combines equal parts networking, education, and outdoor recreation in beautiful Bozeman, Montana.

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Presented by

Who is this a good fit for?

Firms looking to build and optimize a portfolio of ecommerce companies. This event will provide equal parts inspiration and powerful frameworks for making solid investments and exits.

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What can you expect?

This private event will showcase innovative methods for due diligence, the "gotchas" on ecommerce valuations beyond EBITDA, and using AI to predict scaling and exit opportunities.

We'll also block time for exploring the best of southwest Montana from fly-fishing to hiking to brewery tours.

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Featured Session Topics



How to blend financial, digital marketing, and customer data to drive valuations.


Exit Strategy

Key ecommerce metrics for successful exits from site traffic to customer lifetime value.


Tech, Talent, and Data Roadmaps

How to standardize and deploy a “rinse and repeat” framework to lower ownership costs, drive accountability and allow for consistent financial reporting.


Case Studies

Scalable tech stack examples from ZaneRay, a best-in-class design/development firm.

Themes of successful PE backed exits told by various ecommerce entrepreneurs.

Opportunities during a downturn economy from a PE investor’s perspective.

Interested in attending on October 3 & 4, but haven’t received your invite yet?

Submit your information for consideration.

Conference Agenda

Arrival Day

October 2nd

5:00 pm- 8:00 pm
Welcome to Montana Reception
Sky Shed at the Kimpton Armory

Day 1

October 3rd

Theme: Identifying Value & Risks

8:00 am
Breakfast at Rialto
9:00 am - 9:30 am
Welcome to Montana & Intro
Post recessions & results despite ecommerce headwinds.
Jake Cook | CEO of Tadpull
9:30 am -10:00 am
Customer-Based Corporate Valuation
Peter Fader & Dan McCarthy | Theta Equity
10:00 am - 10:30am
Analysis & AI: Gold in Customer Transaction Logs
How to measure lifetime value and fine tune future cash flows from basic customer data + "a little AI magic".
Jake Cook | Tadpull
10:30 am - 11:00 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.
11:00 am -11:30 am
Hammers & Headwinds
Analyzing growth post Facebook- what to look for in due diligence on customer acquisition & retention post iOS.
11:30 am - 12:00 pm
B2B Is Not Boring
Deep dive on the massive opportunity in digital transformations for B2B businesses nailing ecommerce in a post-COVID buyer world.
12:00 pm
Lunch + Break
2:00 pm - 6:00 pm
Afternoon Choose Your Own Adventure
Fly fishing, mountain biking, and more.
7:30 pm - 9:00 pm
Little Star Diner

Day 2

October 4th

Theme:  Creating Value & Exits

8:00 am
Breakfast at Rialto
9:00 am - 9:30 am
Topic TBD
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.
Zane Ray Group
10:00 am - 10:30am
Topic TBD
Dan 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
Avoiding CEO Conflict
Perspectives from a multiple exit CEO on what works and what doesn't in PE partnerships.
12:00 pm
2:00 pm - 4:00 pm
Afternoon Choose Your Own Adventure
Brewery tour, hiking, and more.
5:30 pm
Shuttle to Firelight Farm
6:00 pm
Whiskey Tasting at Firelight Farm
7:00 pm
Farewell Dinner with Wine Pairings

Join us to explore ecommerce portfolio growth opportunities.

This private event will showcase the keys for successful investments and exits in a casual and fun environment against the stunning mountain backdrop of Bozeman, Montana.

Request your invite

Curious how your current your potential investments stack up?

Compare revenue, traffic, onsite behavior, and more to 150+ other established eCommerce brands using Tadpull's free eCommerce benchmark tool.