Tevah · Revenue Intelligence — White Paper

A complete operating brief
for a $20M wholesale book.

Cited+narrated across 466 deals, $20.7M revenue, 48 customers, 30 vendors, 122 brands. Twelve months of forensic close plus four months of FY26. Ten sales-master playbooks. Fifty specific moves for tomorrow morning.

Source: TEVAH_FORENSIC_BOOKS_2025-2026_MASTER.xlsx + tevah_pilot Postgres Issued: May 26, 2026 · 03:26 Penny-tied: $73,224.01 → $78,784.76 ✓
$$$

Twenty-five specific revenue plays · named, cited, dollarized

Every play below names a customer, an action, a dollar value, and the data evidence. Total identified value: —.
★

Twelve findings — read first

Direct from the ledger. Each one has a $ figure, a brutal truth, and the move.
★★

Sixteen months — the vital signs

Cash · Revenue · Gross Margin $ · Deal count. Each line tells a story.
★★★

Recurring revenue engine

The number the bank wants. The number the buyer of your business wants. Computed from customer-month activity across 16 months.
Predictable vs opportunistic revenue · monthly
Anchor customers (active 8+ months) shown in navy. One-shots in red.
Whale curve · cumulative revenue by customer rank
Top 5 = 64% of revenue. Top 10 = 80%. The Pareto truth.
Repeat-purchase distribution
By months-active over 16. Where the revenue actually concentrates.
Deal-size distribution
Histogram of 466 deal revenues. Tail tells you what to chase.
Customer Trend Months active /16 Total rev Avg / active mo Predict. Fwd MRR est. 16-mo pattern
★★★★

Customer × month · who buys when

Top 20 customers across 16 months. Dark = bought. The pattern shows your true recurring base.
★★★★★

Cohort retention triangle

Of customers acquired in month N, what % were still active at offset+1, +2, +3…? Industry-standard chart, never built for Tevah before.
—

Abstract

The five things that matter, in 90 seconds.

Tevah ran $20.67M of branded-goods revenue across 466 cited deals at 11.48% blended gross margin. The portfolio is not balanced: one customer (Inventory Partners) is 26% of revenue; one vendor (Cometa, across eight aliases) is 43% of all COGS; the top 5 customers are 60%.

The 16-month financial close validates two things and surfaces one: (1) gross margin improved from 8.72% to 13.24% from FY25 to FY26-YTD, principally on K-beauty mix and tighter sourcing; (2) operating discipline is real — penny-tied to BoA across all 16 months; (3) however accounts receivable exploded from $561K to $4.46M in four months. Cash is the chokepoint, not sales.

The fastest path from $20M to $40M is not new customers — it is reallocating premium supply to Central Gifts Center and Amen Global (proven 17%/31%+ margin), reactivating Magen Capital ($256K avg deal, ten months silent), and collecting the $942K Platinum Supply holds at negative margin.— The Hidden Patterns Memo

This white paper synthesizes ten master sales playbooks (account plans, brand battle cards, email templates, health scoring, trigger events, pricing, cross-sell, vendor backup, 52-week calendar, hidden patterns) into one operating brief. Section II below contains fifty specific plays with target, $ value, and the exact action to take.

I

Headline — sixteen months

FY2025 full year + FY2026 Jan–Apr. Penny-tied to bank PDFs both years. Forensic master xlsx is the spine.
II

Fifty things to do this quarter

Auto-generated from the forensic ledger. Each play names a target, dollar value, and the action.
III

The customer book

Canonicalized. Aliases preserved in drill-in. Click any row.
Customer Deals Revenue Margin $ GM % Avg deal Years Primary vendor
IV

The supply book

Cometa = eight aliases = 43% of canonical spend. The whole white paper rests on whether that one relationship survives.
Vendor Deals COGS Revenue GM % Years Primary customer
V

The brand portfolio

From h_brand_deal_links (margin per deal joined to canonical brand). 122 brands shipped, classified into nine categories.
Brand Category Deals Revenue Margin $ GM % Avg GM %
VI

Same-customer comp — 2025 → 2026

KeHE-style comp analysis. 2026 annualized from four months.
Customer Status 2025 2026 4-mo 2026 ann. Δ % '25 deals '26 deals
VIa

The team — email throughput

From the live enriched_email corpus (78,690 emails). Concentration of outbound is its own risk.
EmailDomainEmailsPeriods activeShare
VII

Seasonality — month × category

Where the dollars land each month. Use to time vendor outreach 10-12 weeks ahead.

Read along a row for any single month; read down a column to see seasonal demand for a category. Darker = higher revenue. Source: ledger narratives + brand-keyword classification.

VIII–XVII

Ten master sales playbooks

Each is a complete operating document — click to expand. Built by ten parallel research agents pulling from your ledger.
XVIII

Canonical map — every variant collapsed

Audit the dedup before trusting the totals. Twenty-three entities have merged aliases.
CanonicalAliases mergedVariants
XIX

Concentration · risk

HHI quantifies dependence. Anything above 1,500 warrants attention; above 2,500 is monopoly-level.