The Opportunity vs. The Reality
Industry benchmarks show the gap - and the path forward
Why We're Different
What sets us apart in the FP&A and cash management space
Built for Middle-Market
TODO
Forensic-Grade Precision
TODO
High Speed Implementation
TODO
Who We Serve
Middle-market companies that need precision, not promises
Manufacturing
& Distribution
$10M-$150M companies managing complex inventory, AR aging, and revolving credit facilities
PE-Backed Companies
Portfolio companies requiring board-ready forecasting, covenant tracking, and scenario modeling
Turnaround & Restructuring
Companies in workout situations, DIP financing, or lender-intensive monitoring needing professional-grade reporting
Asset-Based Lending
Companies with borrowing base certificates, collateral monitoring, and frequent lender reporting requirements
Our Principles
1
Transparency Over Optimization
TODO
2
Results Over
Features
TODO
3
Partnership Over Productization
TODO
4
Pragmatism Over Perfection
TODO
TODO
Results Our Clients See
From uncertainty to confidence in 90 days
"We went from 'hoping' our cash forecast was right to 'knowing' with 92% accuracy. That confidence changed how we make decisions—and how our lender sees us."
CFO, $48M Manufacturing Company, Ohio
"Three covenant scares in 2024 became zero in 2025. The 8-week forward projection gives us time to adjust instead of react. Our board meetings are strategic now, not crisis management."
Controller, $82M Distribution Company, Pennsylvania
"Worth every penny just for the DSO reduction—we freed up $2.1M in working capital within 90 days. But the real value is sleeping at night knowing exactly where we stand."
CFO, $125M Services Company, Michigan