David Dokes 🐻‍❄️

Thrilled to share that Polar has raised $18 million, a significant milestone in our journey to unlock growth for millions of consumer brands with Data. Our journey began with an ambition inspired by Polaris, the North Star. We wanted to provide independent brands with clarity and direction so they could compete in retail’s fast-paced landscape. Today, we're closer to that goal, supporting a new generation of brands that deserve to be seen and celebrated. The Data Challenge Today, brands face a “data blind spot.” The loss of third-party cookies and fragmented data channels have made it more complicated than ever for brands to understand their customers and make strategic decisions. Data can feel overwhelming—but that’s where Polar steps in. Our Impact So Far Three years in, we’re proud of the impact we’ve made. Today, Polar supports over 3,715 merchants in 45 countries, including brands like The Frankie Shop, Doên, Allbirds Korea, and RIPNDIP. Our customers see real results: a 20% reduction in customer acquisition costs (CAC) and a 30% increase in email flow revenue, often within the first month of using our platform. What's Next: Doubling Down on Growth With this funding, bringing our total to $28.5 million, we’re focusing on: 1. Product Development: Building advanced data-driven automation to help brands convert data into revenue, allowing them to thrive amidst rising ad costs and leverage first-party data effectively. 2. Expanding the Team: By the end of 2025, we aim to grow to 100+ team members (our Polar bears!), scaling our product and GTM teams across Europe and the U.S. A Vision for Retail’s Future Our vision is ambitious: to be the ultimate source of truth for retail brands, helping them scale to nine-figure revenues. We’re here for the small brands with big dreams. Today, we celebrate this milestone. Tomorrow, we’re back to work. Onwards and upwards. For more details, please check the links in the comments for our blog post, along with coverage from Axios.

the combo of having @claudeai connected to @polar_analytics is so good It's making my internal SaaS kind of obsolete (not all of it) but almost

launched a new product yesterday, did our best day ever, then I asked Claude connected to @polar_analytics what people paired it with the most, in 5 seconds I had my post purchase, upsell downsell updated with the right products 🥰

@Jack7xyz dm ;)

@davdks EXCEL

Your finance team just spent 3 hours copy-pasting into a spreadsheet. The numbers were already wrong. This is the real cycle: export from Shopify. Pull from NetSuite. Paste into Excel. Someone asks "are these current?" Now the meeting is about data hygiene instead of decisions. That's backwards. We built the Claude Excel plugin at Polar to fix exactly this. Your finance team keeps working in Excel - but now the data is live thanks to our MCP. → Shopify data syncs automatically → NetSuite data syncs automatically → Forecasts reflect what's ACTUALLY happening right now → Finance spends time analyzing, not reconciling Damian reaction when he saw it said everything. Because the fix isn't "better spreadsheets." It's keeping Excel while removing the manual work that makes Excel painful. If your finance team lives in Excel, comment EXCEL, and I'll show you how to set this up. PS: @hormbles bars are amazing, and 140 cal ;)

@MattEpstein16 @gabepereyra @winstonweinberg want to make a launch for @polar_analytics?

I’m shooting my shot: @gabepereyra @winstonweinberg let me do a launch for Harvey. Harvey deserves to go MASSIVELY viral I’m the guy behind the BIGGEST launches on this platform I’m autistically obsessive about storytelling and I study Mr. Beast. Every launch we do does millions of views. Our launch was just trending # 1 on X. So here’s my offer: let me do a launch for Harvey. If it doesn’t become the biggest launch you’ve EVER done, don’t pay me. When it does, we blow up the internet together and get EVERYONE to know about Harvey 🤝

I told everyone to switch on @polar_analytics 8 months ago, everyone will just follow @codyplof

@maibeat dm-ing you now

@davdks Agent

I just rolled out a team of 10 AI agents for a DTC Shopify brand. Every Monday, most ecom teams sit in a meeting asking, "What happened last week?" They waste hours pulling numbers. Then they try to use generic AI tools that hallucinate because they aren't connected to the actual data. So, I completely replaced that workflow. Here's the setup: → I wrote 10 specific AI prompts covering every role a brand needs (Growth, Ads, Email, CFO, Merchandiser, CRO). -> I connected them to live data (Shopify, Meta, Google, Klaviyo, etc.,) using Polar MCP. → I scheduled them all to run simultaneously using Claude Cowork. All deployed at once. → Now, these Agents analyze the live data and push prioritized action items straight into a Notion task tracker. Every task is tagged with a priority level, and the exact numbers backing up the decision. The team just opens Notion and executes. Zero dashboards required. The winning stack isn’t more AI. It’s AI grounded in live data, shipped into workflows. I am giving away the exact blueprint so you can do this yourself. You will get: • My 10 e-com agent prompts • The Claude Cowork setup guide • The Notion task tracker template • 1 free week of Polar MCP to run it on your own data Comment AGENT and I will send it all to you.

@KKleinick @codyplof thanks kevin and good to see you here!

@codyplof I’m a huge fan of Polar. Great decision.

Polar came though. My team is very impressed with their platform. Gonna have our data warehouse in Claude to cook with.

@Brandondoyle @codyplof @jonesroadbeauty smart data warehouse to build internal analytics agents faster. we partner with a few shopify platinum agencies too like P3, Vayner, Vervaunt etc. to use AI in client reporting check it out and lmk if you have and questions: polaranalytics.com

@davdks @codyplof @jonesroadbeauty Haven't heard of Polar yet - apparently I need to learn more. What do you do?

UPDATE: We start on Monday. Easy to understand why @codyplof and the @jonesroadbeauty are in the top 10 Shopify beauty brands worldwide. They make moves with a sense of urgency, while others debate. Pumped to be their new data platform and feed their AI agents with trusted metrics. PS: thanks @Chillestdotcom for the assist.

@Seanfrank what do you think is the equivalent of this for a tech company

You can’t hire a head of acquisition for an in person role. There are so few of them. They are in such demand. And, most importantly, it can be your most expensive hire. A bad head of ops might spend $6 on fulfillment instead of $5 A bad sourcing manager might spend $20 per unit instead of $17 But a bad head of growth can spend $14,000,000 this year on branded search because Google shows a high roas If you NEED them to be in person- You need to train them. Homegrown them. If you need someone to step in? It’s fully remote and your highest paid person

Everyone knows @wiz_io broke a record reaching $100M ARR in 18 months. What everyone doesn’t know is that the team was using a clever hack - leveraging their Israeli time zone. They’d code all day, and then the engineers would get on the phone to make sales calls all night. Everything about Wiz changed fast in the early days - the idea, the product, the market. What never changed was the teamwork of @assaf_rappaport, Yinon Costica, Roy Reznik & @amiluttwak - their clarity of vision, their ability to listen to customers and iterate, and the commitment to moving faster than anyone else could match. Founders: remember that in any technology cycle, in any market, a willingness to outwork everyone else is a superpower. Congrats to @wiz_io. Excited for your next chapter with @Google

A brand just told me they went for another attribution tool because the subscription was subsidised by an Ad platform; only to find out later it was a black box that surprisingly inflated the ROAS of such ad platform… Brands please don’t do this and consider it a 🚩if your attribution tool is free or paid by someone else

@natelagos have you heard about the new AI ad creative workflow where you use AI to generate shitty assets and then ask your creative team to produce great one and reduce CAC by 26%?

I built an AI tool and dropped our CAC 21% in the last 7 days, without making 200+ “optimizations” Here are the details👇 I’m the CMO of a 8-figure a year supplements brand, and I wanted to use AI smarter, to help me be better, and to optimize my work flow So, I made a tool that was designed to evaluate our performance marketing channels, meta, google, Shopify, klaviyo, etc It didn’t really work or offer any helpful suggestions So then I just turned off our worst performing ads, scaled our best performing campaigns, and CAC decreased 21%

@iamshackelford do you want to pull data out? or automate taking actions in?

I'm seeing a lot of chatter about not connecting Claude or GPT or tools to your Meta or Google accounts because you're getting banned. Does anybody have any thoughts on this or ways that you're getting around it or do I just have to use manas?

6 months. $1M. Still no AI insights. This is what most enterprise AI projects look like right now. Everybody wants an AI agent. Almost nobody has the data foundation to make one actually useful. In fact, DTC teams fall right into this trap: - Try stitching data across Shopify, Meta, Google, Klaviyo, GA4, Netsuite, etc. - Spend months cleaning broken pipelines - Define the semantic layer, debate metric definitions - Realize the AI still has nothing reliable to reason on When you stop building from scratch, the timeline looks very different: - First 7 days: The ETL and semantic layer go live. Your entire business is modeled and AI-ready. - First 30 days: The AI analyst is operational. Your team is querying data in plain English and getting real, trusted answers. - First 60 days: Proactive alerts with automated analysis push prioritized actions directly into your workflow. Want an AI agent? First answer this: do you have a single source of truth? Your AI is only as good as the semantic layer underneath it.

@MathiasKie_ DM ing you

@davdks Agent

Tools like: - Triple Whale - Northbeam - Polar Analytics Make this way easier and help us spot what’s really working.

We unify: Shopify revenue Cross-channel spend Blended MER CAC New vs returning mix Powered by @polar_analytics Not platform illusions. Real business math.