Investor Connect Podcast

In this episode, Hall welcomes Daniel McCarthy, Co-Founder of Theta Equity Partners and Assistant Professor of Marketing at Emory University.

Founded in 2018, Theta Equity Partners is a Seattle, Washington-based valuation services firm. The firm specializes in customer-based corporate valuation that prefers valuing firms by forecasting their current and future customer's behavior and predicting their future financials. Theta Equity Partners caters to private equity and venture capital firms, corporations, and public equities.

Daniel is an Assistant Professor of Marketing at Emory University's Goizueta School of Business. His research specialty is the application of leading-edge statistical methodology to contemporary empirical marketing problems. He popularized “customer-based corporate valuation” (CBCV), a methodology that drives any traditional valuation model off of the underlying behaviors of the target company's customers. His work has been featured in major media outlets such as the Harvard Business Review, Wall Street Journal, FT, Fortune, Barron’s, Inc Magazine, the Economist, and CNBC. His research has been accepted and published in top-tier academic journals and has won numerous research awards. 

In addition to his roles and responsibilities at Emory, Dan co-founded and was Chief Statistician for Zodiac, a predictive customer analytics SaaS firm. (Nike acquired Zodiac in March 2018). 

Daniel advises investors and entrepreneurs, shares how he sees the industry evolving, and discusses some of the challenges startups face.

You can visit Theta Equity Partners at, via LinkedIn at, and via Twitter at

Daniel can be contacted via email at, via LinkedIn at, and via Twitter at

Music courtesy of Bensound.

Direct download: Daniel_McCarthy_of_Theta_Equity_Partners.mp3
Category:general -- posted at: 6:00am CDT