Read the signals. Design the behavior. Measure what matters.
Datalidy is a behavioral science and data advisory firm for investors, leaders and mission-driven institutions. We find the human behaviors that predict performance in customers, teams and portfolios, then design the changes that move them, for returns and for the public good.
Performance is behavior.
Customer conversion, technology adoption, patient adherence, team engagement and leadership effectiveness are all behaviors, and behaviors leave signals. Predicting what people will do should not be an expensive guess.
Most organizations are drowning in data and starving for signal. The few behaviors that truly predict outcomes are hiding in plain sight, waiting to be measured.
Science, not guesswork
Our work is grounded in behavioral science, clinical and health psychology, human-computer interaction and rigorous research methods.
Signals, not noise
We turn large, messy, unintegrated datasets into a handful of behavioral signals and predictive KPIs that leaders can act on.
Outcomes, not theory
We connect theory with measurable, real-world results through experiments, coaching and design that people actually adopt.
Behavioral Signals Design.
Our proprietary approach to building more predictive KPIs. It finds the few human behaviors that drive an outcome and makes them measurable, testable and improvable.
Start from the outcome
Conversion, adoption, retention, adherence or performance: we anchor on the result that matters to the business and the people it serves.
Map the journey
We trace the full experience and the data around it, often across systems that were never designed to talk to each other.
Find the signals
We isolate the key conversion moments and behavioral types, and surface the untested assumptions quietly filling the gaps.
Predict and test
We define predictive, behavior-based KPIs and clear experiments to improve them, so progress is visible before lagging results arrive.
Diligence and value creation that read behavior, not just financials.
Private equity sponsors, venture investors, family offices and impact funds engage us to see what the numbers alone cannot: how customers really behave, whether a management team can carry the plan, and which signals will predict value long before the quarterly results do.
Seven practices. One science of behavior.
Our practices work as one team. A diligence signal becomes a coaching plan; a usability finding becomes a predictive KPI; a health behavior insight becomes a public education campaign.
Behavioral Signals & Analytics
Find the behaviors that predict your outcomes, then measure and test what actually moves them.
- Behavioral Signals Design→
- Predictive KPI Design→
- Behavioral Data Analysis→
- Conversion Behavior Analytics→
- Experimentation & A/B Testing→
Investor & Venture Advisory
Behavioral evidence for investment decisions, from first diligence call through value creation and exit.
- Private Equity Advisory→
- Venture Capital & Startup Advisory→
- Customer & Commercial Due Diligence→
- Management Team Assessment→
- Portfolio Value Creation→
Leadership & Executive Coaching
Coaching that treats leadership as behavior: observable, measurable and capable of real change.
- Executive Coaching→
- High-Performance Team Coaching→
- Leadership Development Programs→
- Decision-Making Under Pressure→
- Leadership Alignment & Engagement→
Behavioral Design & Experience
Design products, services and journeys that make the right behavior the easy behavior.
- Behavioral Design Consulting→
- Customer Journey Mapping→
- Customer Experience Research→
- User Research & Usability Testing→
- Human-Computer Interaction Consulting→
Health & Behavioral Medicine
Helping people do the healthy things they already want to do, and measuring whether it works.
- Health Behavior Change Design→
- Patient Engagement & Medication Adherence→
- Digital Health Product Design→
- Patient & Member Experience→
- Workplace Wellbeing Program Design→
Growth & Commercial Strategy
Revenue is a series of human decisions. We find them, measure them and design for them.
- Cross-Sell & Sales Process Design→
- Brand Messaging Research→
- Behavioral Go-to-Market Strategy→
- Process Mapping & Improvement→
- Product Strategy & Development→
Social Impact & Public Good
Behavioral science that helps people get care, learn, understand evidence and live healthier lives.
- Social Impact Strategy→
- Nonprofit & Association Advisory→
- Education & Learning Design→
- Research Translation & Knowledge Dissemination→
- Public Awareness & Education Campaigns→
Behavioral science that serves people, not just metrics.
Our roots are in public health, behavioral medicine, community mental health, education and making scientific knowledge accessible. We bring the same rigor to associations, health systems, schools and nonprofits that we bring to portfolio companies, and we hold every engagement to one ethical standard: help people do what they already want to do, never manipulate them.
We solve people problems on both sides of the front door.
How leaders and teams behave shapes how customers, patients and communities are served. We work on both, because they are one system.
Inside the business
- Leadership clarity and decision-making under pressure
- Team alignment, engagement and performance
- High-performance culture and change that sticks
- Founder and executive coaching through scale
- People analytics and predictive leadership KPIs
Outside the business
- Customer conversion, retention and cross-sell
- Technology and product adoption
- Patient engagement and medication adherence
- Member, student and community engagement
- Public health and education campaigns
Observe. Signal. Design. Test. Scale.
Every engagement follows one disciplined method that pairs qualitative depth with quantitative rigor, so recommendations are both right and adopted.
Interviews, contextual inquiry and user testing reveal what people actually do, not what they say.
Behavioral data analysis finds the few moments and behavioral types that predict the outcome.
Behavioral, experience and service design shape the environment so the right behavior is easier.
Experiments, A/B tests and pilots replace untested assumptions with evidence.
Coaching, dashboards and predictive KPIs make the gains durable and visible.
Selected organizations our principals have advised
- American Heart Association
- American Medical Association
- Northwestern University Feinberg School of Medicine
- Stanford Persuasive Technology Lab
- Rush University Medical Center
- Audi USA
- Success Mortgage Partners
- IHRSA
Where we work.
Behavior looks different in a dealership, a health club, a mortgage file, a classroom or a portfolio company. We bring sector context to each and the same science to all.
Ideas we put to work.
Our point of view on behavior, measurement and leadership, from predictive KPIs to the ethics of persuasive technology.
People Problems Are Business Problems
Every business result is the sum of human behavior. Why people problems inside and outside the organization are the real business problems, and how behavioral signals make them measurable.
ReadWhat Is Behavioral Signals Design?
A complete guide to Behavioral Signals Design, the method for finding the behaviors that drive outcomes and turning them into predictive, testable KPIs.
ReadPredictive KPIs vs. Vanity Metrics
How to distinguish predictive KPIs from vanity metrics, test whether a measure actually informs decisions, and build behavior-based indicators that move before results do.
ReadLet’s talk about the people problem in front of you.
Every engagement begins with a conversation. Tell us what you are facing and we will tell you, candidly, how we would approach it.
Start a conversation