For recent acquirers · searchers · independent sponsors

You bought the business.
Now get the visibility.

A first-100-days setup: a 13-week cash-flow forecast you can trust, a reporting pack your lender and investors will respect, and the operating dashboards that actually run the place. Set up fast — by an owner who's done the buying, not just the spreadsheets.

Book a 30-minute call See what you get

No pitch. I'll react to your actual numbers.

The part nobody warns you about

The week after close is when you need to see the numbers the clearest, and when it is most difficult to do so.

An owner buried in back-office paperwork
"I just made the most leveraged bet of my life, drained my cash to do it, and now I can't see weekly cash and I don't trust the numbers I inherited. I'm making my first big calls on gut."

You inherited someone else's QuickBooks, a folder of spreadsheets, and no one whose job is to make sense of them. Your SBA lender may want reporting. Your investors may want updates. And you'd like to actually trust the numbers before you act on them.

Meanwhile the decisions that set the tone for your whole ownership — what to cut, what to chase, when cash gets tight — are landing in your first ninety days, when the data is at its murkiest. That's the gap DataLever closes.

What you get

Instruments, in your first 100 days.

Get the data and AI infrastructure large corporations use to make solid decisions — without hiring a data team or spending years setting it up. Three deliverables, built for your business and handed over working, plus an optional automation add-on once they're in.

01

A 13-week cash forecast

Rolling, reconciled, and trustworthy. See cash tighten three weeks out, while you still have moves to make.

02

Dashboards & Quick Answer Agents

The handful of numbers that run this specific business — live, in one place. Ask a plain-English question and a Quick Answer Agent responds straight from your numbers, instead of leaving you to interpret a data mess.

03

Lender & Investor Reporting Packages

The monthly package a lender or investor expects — assembled on schedule, not scrambled together the night before.

Example dashboard — built to your numbers, with a Quick Answer Agent in the corner.

Optional add-on · once the first build is live

Automate the busywork you shouldn't be touching.

Working through the first build, we learn how your business actually runs — and we can see exactly which manual tasks are quietly eating your week, or tying up a secretary who has more important things to focus on. Those are the ones we hand to AI automation.

Re-ordering parts and supplies, sending invoices, reconciling billing, entering timesheets, filing permits, and other such menial tasks you should not be doing.

Available only after the first-100-days setup is complete — the automation is built on the data and processes we map together in that first phase, so it has to come second.

Dan Burnside with his team at the HVAC business he acquired in Colorado
My team at the HVAC business I acquired — Colorado.
Why me

I'm not a data guy guessing at your world. I've owned the thing.

When I bought my own business, I inherited a mess — everything on paper or trapped in spreadsheets nobody could read, and no real way to see what was going on. What saved me was the career I'd had before it: years building data and forecasting systems at a bank and at companies like American Airlines and Amazon. I rolled up my sleeves and built what I needed to finally see the business clearly. I know exactly what it feels like to be the owner responsible for the thing and flying blind — that's the whole reason DataLever exists.

The first step

Start with a fixed-fee diagnostic.

Rather than a big open-ended proposal, I go into your actual data and hand you a roadmap: what to build, in what order, and what it's worth — yours to keep, whether or not we build it together. If we do, the fee rolls in.

Book the call
Still in the thick of it?

Thirty minutes. Your numbers. A straight answer.

Tell me where you're flying blind. I'll tell you what's worth fixing first — on the call, no pitch.

Book a 30-minute call Email instead