DemoPortfolioCobalt Energy

Assessment · 6 November 2026

The Truth Score

Can the data be trusted? · Cobalt Energy

47 / 100
Band C · Significant Work Needed

Core data capabilities in place but significant work is needed. Targeted remediation required before AI adoption (Band C).

Leverability

What can the data actually run?

0
Deploy now
2
Needs work
4
Blocked
BlockedChurn predictionConnectivity (38)
BlockedCustomer personalisationConnectivity (38)
BlockedKnowledge / document AI (RAG)Provenance & Origin Coverage (40)
BlockedPricing optimisationConnectivity (38)
Needs workLead scoring / next-best-actionCompleteness (50)
€5,814,371/yrmodelled cost of inaction, roughly €17,443,113 of value drag over a typical three-year hold if the gating data gaps go unaddressed.

The finding that lands

Counts computed from the data
CriticalSalesforce ↔ SAP

12,528 customers exist as two different companies across Salesforce and SAP.

€16,586,868 of revenue can't be reconciled

The same account is recorded under different names, IDs or addresses in each system. Each one is clean in isolation, so every single-system audit passes them.

Broken for AI: Any AI keyed on customer identity (pricing, churn, lifetime value, next-best-action) trains on a contradiction and ships confident, wrong answers.

CriticalSalesforce ↔ SAP

20,775 of 111,600 customers in Salesforce have no matching record in SAP.

€16,586,868 of revenue sits in a cross-system blind spot

Forecasting and revenue AI can only see half the picture, so projections are built on a partial book.

NotableWorkday ↔ Salesforce

5,357 internal employees from Workday are sitting in the Salesforce contact list.

5,357 records mislabelled as customers

Segmentation, scoring and outreach AI treat employees as prospects, polluting every model trained on the list.

Use Case Readiness

Whether the data can run each standard AI use case, and the gap to close.

0 of 6 relevant use cases ready · tuned to Energy

Are you ready for the tools you're evaluating?

0 of 8 ready on today's data

Name the AI tools on your shortlist and we score whether your data can actually feed each one. Independent by design: we sell none of them. Tools marked External data depend on inputs we do not read (call recordings, web or intent events), so we score the structured prerequisites and say so.

ToolVerdictFix first
HubSpot AI Predictive Lead Scoring and Breeze
CRM / Predictive Lead Scoring
ConditionalClose the flagged data gaps first
Celonis
Process Mining and Execution Management
ConditionalClose the flagged data gaps first
Clari
Revenue Intelligence
Not readyClose the flagged data gaps first
Gainsight
Customer Success / Health Scoring
Not readyClose the flagged data gaps first
MadKudu
Predictive Lead Scoring
Not readyClose the flagged data gaps first
Sift
Digital Trust and Fraud Prevention
Not readyClose the flagged data gaps first
Gong
Conversation Intelligence / Revenue Intelligence
Not readyConnect Core input is recorded and transcribed sales calls, meetings and emails, captured through telephony/video/email integrations, not from any CRM/ERP/HRIS export DataTruth reads
6sense
ABM / Predictive Intent
Not readyConnect Core signal is third-party intent and anonymous web behaviour from the 6sense Signalverse, plus a website tracking tag, none of which appears in a CRM/ERP export

In a live assessment these verdicts are measured from the company's own systems, across 30+ tools including the ones on your list.

What it costs to wait

Conservative estimate, built line by line from observed data

Capital at risk, this year (estimate)

€4.2-7.7M

The assessment is €20,000. The single largest line alone is worth €3,649,111. This is insurance, not a report.

How we get to this number

Revenue leakage from unreconciled systems

€3,649,111

Observed: €16,586,868 of revenue across 20,775 accounts has no match between Salesforce and SAP

Rate: x 22% leakage (collection slippage, attribution loss, double-billing), the low end of the 20-35% range

AI initiative at risk of stalling

€1,545,480

Observed: Truth Score 47 (Band C), 53 points below AI-ready

Rate: x 1.8% of revenue, scaled by the readiness gap (most stalled GenAI fails first on data quality)

Wasted spend on duplicate / contaminated records

€334,300

Observed: ~10% of 111,600 contacts are duplicates or internal records

Rate: x €7.40 cost-per-contact x 4 touch cycles a year

Manual reconciliation & rework

€256,680

Observed: 46-point accuracy gap across 620,000 records

Rate: x ~€0.90 per record of analyst time stitching systems by hand

Governance & compliance exposure

€28,800

Observed: 48-point governance gap: ownership, lineage and audit trail

Rate: data-governance & audit-trail readiness for AI regulation, capped conservatively at €60K

Every rate is deliberately conservative and yours to change. Dial them to your own numbers and the total moves with you. The point is the observed finding, not the decimal.

The findings above are observed facts in the data. The euro figures are modelled estimates from those facts. On a real engagement every number is computed from your actual records, with the working shown. Demo figures are illustrative.

The evidence behind the verdict

Six-pillar breakdown

Click a pillar to open the engine

How it compares

Positioned on the Energy reference model - a calibrated cross-sector baseline. Live peer benchmarking activates as real assessments accumulate.

42nd percentile

-3 vs reference median

P25 · 41median 50P75 · 59
this company · 47

Pillars vs sector median

Accuracy
Top 50%+0 vs 54
Completeness
48th percentile-1 vs 51
Governance
48th percentile-1 vs 53
Consistency
41st percentile-4 vs 50
Connectivity
38th percentile-5 vs 43
Provenance & Origin Coverage
41st percentile-4 vs 44

Continuous monitoring

Every snapshot retained since onboarding · trend, not just point-in-time

▲ 19 pts since Jan - ~€171K annual data-risk reduced

28 → 47

JanJun (now)

What moved over the period

Accuracy40→54+14
Completeness40→50+10
Governance39→52+13
Consistency36→46+10
Connectivity25→38+13
Provenance & Origin Coverage29→40+11

Value attributed: a 19-point improvement reduced estimated annual data-risk exposure by ~€171K. This is what continuous monitoring proves - and what justifies the recurring engagement.

The roadmap: what to fix first

1

Tackle staleness first - 58% of asset records have not been updated in 12+ months, poisoning forecasting.

lineageEffort: High10-14 weeks
Work the fix list and re-score

Board-ready deliverable

Download a sample IC board pack built from this assessment.

Buying this company? See the M&A diligence verdict

Proceed, fix, or walk, with the time-to-AI-ready and remediation cost, the buyer's view of Cobalt Energy.

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