Mosaic DataStop Losing Profit
You Can't See.
Take our 2-minute assessment and find out if your company is leaking money in places you don't even know to look.
Take the 2-min assessment →The Revenue You Can't See Is Costing You
Most growing companies are bleeding money in places they don't even know to look.
Flying Blind
- ✕Dashboards that describe the past, not predict the future
- ✕No early warning when customers are about to leave
- ✕Pricing based on competitors, not customer value
- ✕Forecasts that miss by 30%+ every quarter
- ✕Data exists, but no one knows what it's saying
See What You've Been Missing
- ✓Know which customers will churn—60 days before they do
- ✓Find the pricing headroom you didn't know existed
- ✓Forecast demand accurately enough to act on
- ✓Turn gut decisions into data-backed confidence
- ✓Systems that keep capturing value, not one-off reports
Find the Levers. Build the Systems.
We diagnose where you're losing money, build systems to capture it, and make sure your team actually uses them.
Diagnose
We dig into your business and data to find where you're bleeding money. Not what's technically interesting—what actually moves the needle.
Build
We create systems that surface opportunities and risks automatically. Integrated into your workflow—not reports that sit in someone's inbox.
Drive Adoption
Technology only works if people use it. We work with your team to make sure insights turn into action—and action turns into results.
Where Companies Find Hidden Revenue
These are the levers that move the needle. The question is: which ones are you missing?
Customers About to Leave
Know who's at risk 60 days before they churn
Cash Trapped in Inventory
See what you'll actually need, 90 days out
Margin Left on the Table
Find what customers are actually willing to pay
Sales Effort Wasted on Bad Leads
Know which deals will close before you invest the time
Business Judgment First. Technology Second.
AI can write code. It can't diagnose your business problems, earn your team's trust, or make sure insights actually change behavior. That's what we do.
Working with companies in B2B SaaS, distribution, and professional services.
We Think Like Operators
Finance and accounting background means we understand P&L impact, working capital, and what actually matters to your board—not just model accuracy.
We Find the Problems
You don't need to know what to ask for. We dig into your business, find where you're losing money, and bring opportunities to you.
We Build Systems
Not one-off analyses. We build systems that keep capturing value—automatically surfacing risks and opportunities so nothing slips through.
We Drive Adoption
Insights that sit in dashboards don't create value. We work with your team to make sure what we build actually gets used.
Why I Started Mosaic
I'm Lu—I started in accounting and corporate finance before moving into data science. That path taught me something important: the hard part isn't the technology. It's knowing what questions to ask.
Most companies have the data. What they don't have is someone who can diagnose where they're bleeding money, design the right systems to capture it, and actually get their teams to use them. That's what I do.
AI is getting better at the technical work every day. But it can't understand your board pressures, your team dynamics, or what will actually change behavior in your organization. That's a human judgment problem—and that's where the real value is.
Revenue Intelligence Partnership
We find the money. You keep it.
Flat fee. No hourly billing. No surprises.
- ✓Ongoing diagnosis: we keep finding new opportunities
- ✓Systems that capture value automatically
- ✓Adoption support: making sure your team actually uses it
- ✓Monthly strategy briefing with leadership
- ✓Direct access for questions and priorities
- ✓AI-accelerated delivery—results in weeks, not months
No commitment. We'll tell you honestly if we can help.
Questions We Get Asked
How do you find opportunities we haven't seen?
We've done this before. We know the patterns—where companies typically bleed money without realizing it. Churn signals hiding in usage data. Pricing headroom no one's tested. Forecasting errors that compound every quarter. We dig into your business looking for these specific patterns.
What if our data is a mess?
Most is. We start by finding what's usable today. You'd be surprised—basic CRM and billing data often has enough signal to identify at-risk customers or pricing opportunities. We work with what you have, not what you wish you had.
How is this different from hiring a data scientist?
A data scientist writes code. We diagnose business problems, design what to measure, and make sure your team actually uses the insights. The technical work is increasingly AI-assisted—the strategic work requires human judgment. That's what we focus on.
Won't AI replace what you do?
It's replacing the technical work—and we embrace that. AI helps us move faster. But it can't sit in a room with your leadership team, understand your board dynamics, or figure out why your sales team ignores the CRM. That's the hard part, and that's what we do.
Do you replace our existing BI tools?
No. We plug into whatever you're using—Tableau, Looker, Metabase. We make your existing investment more valuable by adding the predictive layer on top.
How do you handle sensitive financial data?
SOC 2 Type II compliant. Data stays in your cloud (AWS, GCP, Azure). We work via secure access, not data transfers. Happy to walk through our security posture on a call.
How Visible Is Your Financial Data?
Take our 2-minute Financial Visibility Score and find out where your blind spots are costing you money.
15 questions. Instant results. No sales call required.
Take the 2-min assessment →Let's See If We're a Fit
30-minute call. No pitch deck. We'll ask about your business and tell you honestly if we can help.