- 01Connect individual product users to the correct customer account
- 02Enrich customers with company, relationship, and product context
- 03Track product usage, lifecycle stage, and engagement frequency
Platform | Ontology
Startups that have digital twins will beat those that do not.
Ontology is the first layer of psi*. It connects every revenue-relevant source, reconciles what happened, and gives Sales Ops, RevOps, people, apps, and AI coworkers the same data model.
First layer | Commercial operating model
Run Sales Ops and RevOps from the same facts.
Ontology converts source-system records into governed, queryable commercial objects. Every psi* app, workflow, coworker, and report operates from this layer, so customer identity, pipeline, attribution, compensation, and revenue stay connected.
- 01Capture interactions across product, marketing, sales, and support channels
- 02Turn raw events into the categories and signals your company uses
- 03Reconcile identities, events, touchpoints, campaigns, and outreach in one module
- 01Apply account ownership, territory, and credit rules automatically
- 02Support split attribution across people, teams, and channels
- 03Resolve disputes with a complete record of the underlying evidence
- 01Join campaign activity with customer, product, and revenue data
- 02Identify the signals shared by high-value customers and campaigns
- 03Attribute customer acquisition and revenue to the work that produced it
- 01Convert customer and vendor contracts into executable revenue rules
- 02Apply those rules to production activity and create daily accrual schedules
- 03Produce customer- and product-level revenue with source lineage
- 04Definition: GAAP-ready means every revenue-relevant contract, production event, adjustment, and source system is connected and traceable
- 01Calculate account-specific credit and payouts from accepted revenue
- 02Execute reconciliations, adjustments, and clawbacks without losing history
- 03Preserve every change as a new, traceable claim over the prior calculation
- 01Classify ledger lines by statement line, cost center, department, customer, and product
- 02Calculate contribution margin, sales and marketing efficiency, and runway
- 03Attach open, passed, warning, or failed controls to every claim and ledger line
Ontology operating path
Connect every source. Reconstruct revenue. Put it to work.
psi* replicates raw production and commercial data, maps it to your company's contracts and operating rules, reconciles the result, and publishes stable surfaces for people, apps, and AI coworkers.
Ontology data flow
Short product filmRevenue reconstruction
Revenue reconstruction
contracts + production data → lineage-backed revenue
Goal: reconstruct revenue with source lineage
connect_contracts('customer_agreements')
connect_production_data('product_events')
compile_revenue_rules()
reconcile_customer_activity()
publish_gaap_ready_revenue()
Short product film1. Replicate data
1. Replicate data
source systems → governed replica
Goal: replicate revenue-relevant data
connect_source('product_postgres')
connect_source('elasticsearch')
connect_source('salesforce')
connect_source('marketo')
replicate_into('replica_db')
self_heal_on_drift()
Short product film2. Normalize the business model
2. Normalize the business model
raw records → commercial objects
Goal: map source data to the business
normalize_contracts(replica_db)
map_product_usage(replica_db)
resolve_customer_relationships()
apply_lifecycle_rules()
Short product film3. Reconcile
3. Reconcile
commercial objects → accepted claims
Goal: reconcile accepted commercial records
reconcile_contracts_and_cash()
accrue_revenue(customer_level)
compute_attribution_inputs()
generate_compensation_inputs()
Short product film4. Operate
4. Operate
accepted claims → operating surfaces
Goal: publish stable operating data
publish_view('customer_model')
publish_view('pipeline_and_attribution')
publish_view('revenue_and_contracts')
publish_view('sales_compensation')
Stable commercial layer
Change your product without breaking your revenue operation.
Product schema changes should not break attribution, compensation, forecasts, dashboards, or workflows. psi* absorbs source changes, maintains the commercial mapping, and pauses affected outputs when lineage cannot be verified.
One commercial model
Customer, pipeline, attribution, compensation, and revenue modules operate from the same accepted facts.
Trace every number
Revenue and operating metrics retain lineage back to contracts, production events, and source records.
Keep operations running
Stable commercial objects protect apps, workflows, reports, and AI coworkers from routine source-system changes.
One lineage-backed commercial model
01
Your source systems
mutable- Keep changing production models as your product evolves
- Connect every source that can change customer, contract, production, or the revenue model
- Let engineering focus on the product instead of repairing downstream reports
02
Inside psi*
stable- Source changes are detected and mapped into the commercial model
- Affected outputs pause when their lineage can no longer be verified
- Sales Ops, RevOps, apps, and coworkers continue from accepted facts
Ontology and finding the critical path for your company: the Quant approach
What will the world of startups look like in 5 years?
startups will be in extremely fierce competition because AI will reduce the barrier to entry on every product/service you could offer.
S tier founders will use programmtic techiques to optomize their thinking/decision making ability and greatly increase the likelyhood of outlier success for their startup. Standard AI models cannot be used for this because the advice is the same for all competitors; they will use something like psi* instead
Commercial decision loop
Know what happened, why it happened, and what to do next.
Surfacesourceoperating result
Connectcontracts, product activity, CRM, billing, and marketingcomplete revenue-relevant source coverage
Modelcustomers, relationships, agreements, and operating rulesone commercial ontology
Calculaterevenue, attribution, compensation, margins, and pipelinetraceable operating and financial metrics
Operateapps, workflows, reports, people, and AI coworkersfaster decisions from the same commercial model
GAAP-ready revenue requires every revenue-relevant source to be connected. Missing contracts, production events, or adjustments produce an incomplete reconstruction.
What one commercial model changes
Know who every customer isReconcile accounts, contacts, users, products, and relationships into one customer model.
Know what created revenueTrace revenue through customer activity, campaigns, sales ownership, contracts, and production data.
Compensate sales from accepted factsCalculate credit, payouts, adjustments, and clawbacks from the same attribution and revenue records.
Build on trusted operating dataGive every app, workflow, report, and AI coworker stable objects instead of disconnected source records.
Keep finance tied to operationsProduce management and investor-grade views whose numbers retain contract and production lineage.
See uncertainty before actingExpose missing sources, failed controls, and unresolved claims instead of hiding them inside a dashboard total.
Get started
Build your revenue operation on one commercial model.
Connect your revenue-relevant sources and give Sales Ops, RevOps, people, apps, and AI coworkers the same operating model.