For PE-backed CFOs and Operating Partners
Identify where AI can accelerate your value creation plan. Accelerate close and reporting cycles, improve performance visibility, and unlock capacity across finance and operations.
What you'll receive
Free Preview
No card required
$499
unlocks full plan
A Look Inside
Five dimension scores show where the portco stands today. Five initiatives are selected and sequenced based on stage, scale, thesis, and current finance maturity. Each is quantified in finance units — not feature lists.
The sample shown is a representative output for an $80M B2B services portco at mid-hold, with a growth thesis, 12-day close, and three-person FP&A team. Your plan will be tailored to your inputs.
Overall Readiness
Days 15–45 · Quick Win
AI-generated board pack drafts
Impact: 60–80% reduction in board prep time (~12–16 hours saved per cycle). Sequenced first to free FP&A capacity ahead of more complex initiatives.
See what your portco's plan looks like — free preview, no credit card.
How It Works
Step 01
Eight questions on revenue, ERP, FP&A capacity, sponsor stage, and value creation thesis. Under 5 minutes.
Step 02
Sixteen questions across five finance dimensions: data & systems, close & reporting, forecasting & automation, team & governance, strategy & value.
Step 03
Five prioritized initiatives, sequenced across 100 days. Free preview emailed immediately.
Step 04
$499 unlocks full initiative detail, day-by-day milestones, risks, and dependencies. The full report is suitable for sharing with your sponsor or board.
Free preview. No credit card. Under 20 minutes.