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Greystone DataOps

Data pipeline + lineage.

Cost basis $240.0M · Owns 34% · Last GP mark 2026-03-04

Synthetic equity

synth

$1B

80% CI $1B–$1B

Δ vs GP mark

+30.6%

+$292M

Synth revenue (TTM)

synth

$135M

Anchor $112M · 21.1%

Multiple applied

9.23x

Anchor 8.56x

Confidence

84%

Method: saas-traffic-headcount

Synthetic mark vs reported

Equity value, $M — band shows 80% confidence

SyntheticGP marksGround truth (sim)

Drivers vs anchor

log-elasticity decomposition · click a segment to isolate

Net +$203.2M

Synthetic mark is $203.2M above the anchor, driven by Paid account proxy (+97.2%) and Multiple momentum (+7.8%).

− $0.0M0+ $203.2M

Backtest vs ground truth

19 obs

R²

0.326

MAPE

6.4%

Lead vs GP

49d

Actual TTMEngine forecast

No alt-data anomalies in the last 30 days. Engine running clean.

Alt-data signals (trailing 12 months)

Inputs to the factor model

Headcount (engineering)

232

+30.3%

Talent panel · engineering FTE subset

Headcount (total)

553

+24.0%

Talent panel · LinkedIn-derived FTE estimate

Paid account proxy

2.6k

+19.5%

Talent panel · job postings mentioning the product

Sessions (30d)

1.18M

+31.7%

Web panel · 30d trailing average

Tech-stack share

0.637

+2.1%

Tech-stack panel · install share

Web uniques (30d)

503.7k

+33.6%

Web panel · 30d trailing average