It works like magic

All that client data ready the moment you need it

Substrata gives you instant email and chat access to clients’ data and professional reports based on live data.

The problem

The data is usually already there in droves, but it takes a lot of time to gather, parse, tidy and then report on it all.

What if you just had it all at your fingertips?

Manual data entry / chasing spreadsheetsOld Way
Guessing what the numbers meanOld Way
Building decks by handOld Way
Digging through folders for answersOld Way
Remembering who owes whatOld Way

Hours on strategy. Not admin.

You keep the client relationship. We take the donkey-work.

Meet your new research team

Data collection, data entry, analysis and presentation. Done for you without the cost of a big team.

1

Find

Dig company databases, spreadsheets, paper records, integrated systems and accounting software. Research filings, industry sources and competitor information.

2

Analyse

Structuring the data to extract stories and second-layer data

3

Sharpen

What's important; cross-check; trends; charts/tables/conclusions.

4

Model

Forecasting, segmentation, and deeper modelling when needed.

5

Turn data into a real business answer

What you get

Simplicity

We integrate into your existing process — no new systems, software or processes.

Done-for-you

Complete service from setup to ongoing consultation

Automatic chasing

Missing information gets chased down

Clean reporting

You end up with clean reporting you can actually walk a client through.

Ongoing processes

Add new data sources, focus on different areas, Substrata grows with you

How to start

Send a short brief: who the client is (sector and rough size is enough), where the data lives today, and what story or decision you need the work to support. We'll come back on what we can dig, what we can't, and what the ongoing data landscape would look like if Substrata fits.