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. 

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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.

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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.

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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

01

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.

02

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.

03

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.

04

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. 

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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
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.”
Oracle NetSuite
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."

Children's Miracle Network
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."

Jackson Hole
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."
Caterpillar
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."

Mystery Ranch
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."

Duckworth
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"

Duckworth
Andrew Mueller, Principal

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