Curated operational systems, governance frameworks, and implementation-ready infrastructure. Each built by credentialed operators with direct PE, Big-4, or F500 experience.
Internal use and consulting licenses available on every system.
18 systems available100-point diagnostic scoring system across 10 governance domains. Identifies gaps in oversight, accountability, and operational control. Produces a scored baseline with domain-level RAG ratings.
Complete KPI architecture — definition, assignment, target-setting, and review cadence — for PE-backed operating companies. Includes governance framework, dashboard structure, and escalation protocols.
90-day structured framework for rebuilding a PMO that has lost sponsor confidence. Three phases with binary governance gates. Week-by-week milestones with owners and defined done-states.
70-item operational due diligence framework for PE-backed acquisitions. 8 diligence domains with RAG ratings and structured findings capture. From pre-LOI screening to confirmatory diligence.
The operational architecture installation sequence for the first 100 days after a PE acquisition. 26 tasks across 4 phases — financial architecture, KPI systems, governance controls, and sponsor visibility.
Normalized EBITDA reconciliation and monthly variance bridge for PE-backed platforms. 6 structured worksheets — from reported P&L to sponsor-ready waterfall chart. No macros required.
Complete monthly LP reporting architecture — narrative framework, Excel data template, and delivery cadence. Built on the exact reporting structure used for a $500M+ industrial platform.
30-day finance integration checklist for PE-backed bolt-on acquisitions. 26 tasks from close-date actions through first month-end close — the integration proof point for the sponsor.
Complete capital project management system for PE-backed industrial platforms. Track budgets, schedules, change orders, and risks across your entire project portfolio.
Complete field operations visibility — production metrics, safety KPIs, workforce tracking, cost performance, and monthly scorecard for multi-site industrial operators.
47 governance controls across 5 sections for managing contractors at PE-backed industrial platforms. Pre-qualification through final payment release with 5 approval gates.
Site-level profit and loss tracking for multi-plant PE-backed platforms. P&L summary dashboard, plant template, YTD trend, and budget vs. actual bridge.
IRC §41 R&D tax credit documentation framework. 40 controls across 4 sections with IRS risk ratings. Built from 89 engagements and 14 IRS audit defenses.
Structured PMO health assessment across 5 dimensions — governance, portfolio, delivery, risk, and reporting. Produces an overall health rating with priority improvement actions.
Quarterly board review content checklist for PE-backed platforms. 34 reporting items across financial, operational, strategic, risk, and M&A domains.
Daily operations checklist and weekly reporting bundle for manufacturing plant managers. 31 daily tasks from shift start through handover, standardized across every plant.
Automated DMCA notice-and-takedown workflow management for platforms that host user-generated content. Structured compliance infrastructure for UGC platform operators.
AI-powered board reporting and executive briefing infrastructure. Structured board packs, CFO reporting narratives, and sponsor communication generated from your operational data.
Every system on this platform is built by credentialed professionals with direct implementation experience — not content mills.