Pipeline
FATHOM
Fathom
SignalRisk 37
Demand sensing for independent grocers. Turns loyalty, weather, and local events into a morning order that beats the chain’s forecast without a data science hire.
Year-1 ARR
$0
TAM
$2.9B
Daily yield
Not live
Market
Single and small-banner grocers, $8M–$80M revenue, currently ordering from habit and vendor push.
Architecture
Nightly POS drop, local event scrape, a 06:00 order file in the wholesaler’s format. Helix never touches the customer identity graph.
Execution
Scout is still proving the signal. No architecture freeze until two banners share a clean 90-day extract.
Stress-test
- POS exports are inconsistent; three vendors, no shared schema.
- Shrink vs. stockout trade-off is the actual KPI, not forecast MAPE.
- Wholesaler will fight any order that reduces their forward-buy.
Gates
- Retail data rightsHold
- Loyalty privacyHold
Risk vector
Market
Ops
Legal
Counterparty
Concentration
Liquidity