Data management built with AI

Elevate helps roll-ups and private equity-backed companies turn acquisition data into growth

Backed by

Product

Migrations

  • Transfers data from legacy systems to core tech stacks

  • Elevate uses proprietary, AI-powered pipelines that automate manual processes

  • Reduces time to migrate data from months to weeks

Warehousing

  • Integrates data across systems of record and legacy systems to a single source or truth

  • Elevate's AI-powered pipelines clean and enrich data to create best-in-class analytical capabilities

  • Also used for acquisition diligence + KPI dashboarding

AI Services

  • Provides access to B2B AI services built on top of data warehouse

  • Enables fast experimentation of Elevate AI agents and partner companies

  • Automates tasks that speed up growth and reduce cost

Platform

How Elevate works

  • Elevate works with leading private equity-backed roll-ups and platforms, who are actively making acquisitions

  • Each acquisition includes its own unique data challenges

  • Elevate abstracts away the data problem, by:

    1) Migrating data from legacy systems to the core tech stack

    2) Consolidating, cleaning, and enriching data in an Elevate-hosted data warehouse

    3) Providing access to the latest AI automations

  • Better data drives higher equity value through faster organic growth, faster M&A pace, and higher exit multiples

Elevate is powered by…

Case studies

Environmental Restoration Platform

Alpine-backed Guardian Restoration, based in Denver, CO, is a rapidly acquisitive company. We help them clean and migrate operational data from acquired businesses—often stored in disparate legacy systems like DASH and Google Sheets—into centralized Albi tables. With this unified data foundation, Guardian can track KPIs seamlessly through custom dashboards, enabling better visibility and board reporting.

“The insights you’ve provided on cross-sell opportunities are incredibly helpful – we thought our cross-sell was 70% lower!”

Commercial HVAC Platform

FirstCall Mechanical partnered with Elevate to streamline its reporting and unify customer data. We implemented a consolidated, queryable customer database that captures both historical financial metrics and qualitative details. Beyond implementation, Elevate provides ongoing managed services (e.g., maintenance, financial updates, etc.) ensuring FirstCall always has a single source of truth for reporting and decision-making.

“You’ve given us clarity on where our biggest churn and gains are – something we’ve struggled with for years”

“The board was impressed with what we’ve done in such a short amount of time —‘incredible’ was the word they used”

Meet the Team

  • Jeff Day

    Co-founder and Chief Product Officer

    Jeff was most recently a software engineer at Circle; prior, Jeff was an software engineer at P/E Investments and IBM.

    Jeff has a Master’s degree in Data Science from UC Berkeley and a BSE in Computer Science and Electrical and Computer Engineering from Duke University

  • Scott Cara

    Co-founder and Chief Executive Officer

    Scott was most recently a VP at Sycamore Partners, where he partnered with c-suite execs to drive profitable organic and M&A growth.

    Scott has an MBA from Harvard Business School and a BS in Computer Science and Mathematics from Duke University

  • Steve Mazzari

    Co-founder and Chief Technology Officer

    Steve was most recently a founding engineer at Mentaya; prior, Steve was a software engineer at Meta, Scratch, and GE Digital.

    Steve has a BSE in Computer Science and Electrical and Computer Engineering from Duke University

Get in touch

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