Technology
See your whole business on one screen
We connect your accounting, billing and project systems and build the dashboards your leadership team reads every week. Below, our CFOs walk through two sample dashboards the way they would before a board meeting.
Walking a Sponsor Through the Maturity Wall Before the Q3 Investor Letter
A CFO's walkthrough of a sample real estate fund dashboard: coverage by property, the maturity wall, refinance math, the cash plan and the waterfall.
Walking an HVAC and Plumbing Owner Through What a Platform Buyer Pays For
A CFO's walkthrough of a sample HVAC and plumbing dashboard: job-type margin, callbacks, the membership base and what a platform buyer pays for.
Walking a Founder Through PEPM Contract Margin Before the Next Raise
A CFO's walkthrough of a sample employer health dashboard: contract margin by employer, utilization against price, clinician staffing and payback.
Walking an App Founder Through Subscriber Economics Before the Next Raise
A CFO's walkthrough of a sample subscription app dashboard: which growth is worth buying, app store fees, retention and what subscribers are worth.
Walking an AI Founder Through the Switch From Usage to Subscription Pricing
A CFO's walkthrough of a sample AI pricing dashboard: usage to subscription tiers, who moved, margin after compute and how much the forecast improved.
Walking a Contractor Through the WIP Schedule Before the Surety Review
A CFO's walkthrough of a sample construction WIP dashboard: over/under billings, job fade, backlog, bonding capacity and the surety review deck.
Walking a CPG Founder Through a Wholesale Cash Squeeze
A CFO's walkthrough of a sample CPG dashboard: channel margin, cash conversion, tariffs, a 13-week cash forecast and the financing that closes the gap.
Walking an Owner Through the Numbers 18 Months Before the Sale
A CFO's walkthrough of a sample exit readiness dashboard: three EBITDA numbers, which add-backs survive, the peg, cash at close and selling now or later.
Walking a CEO Through a SaaS Revenue Quality Dashboard Before the Board Meeting
A CFO's walkthrough of a sample SaaS dashboard: contracted ARR against run rate, net revenue retention, billings versus cash, scenarios and a board deck.
Walking a Holdco CEO Through the First Year: Consolidation, Covenants and the Next Deal
A CFO's walkthrough of a sample multi-entity holdco dashboard: firm contribution, intercompany eliminations, covenant headroom, the next deal and a board d...
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