Takes over the daily operational work that eats into leadership time. Email triage, morning intelligence briefs, meeting preparation, weekly scorecards, executive presentations, and operating reviews — handled every day without you thinking about it.

Handles the financial reporting and analysis that companies either do manually in Excel or pay a fractional CFO to produce weeks after the fact. Cash flow forecasting, job costing, WIP schedules, monthly financials, bank packages, and revenue projections — all connected to your actual accounting data and updated continuously.

Runs the sales operations work that most companies either don't do or have the owner doing between meetings. Pipeline management, prospect research, outreach sequences, bid monitoring, proposal tracking, and win/loss analysis. The sales infrastructure most companies this size know they need but haven't built.

For companies that are actively acquiring or building a roll-up strategy. Automates the research-heavy work of screening targets, building financial models, running due diligence, drafting LOIs, and tracking deal pipelines. Analyst-level deal research on an ongoing basis, instead of only when you have an active banking engagement.

For owners who are planning to sell their company within the next one to five years. Handles the preparation work that makes the difference between a smooth exit and a messy one — readiness scoring, data room assembly, CIM building, financial normalization, buyer-ready presentations, and KPI synthesis reports that answer the questions buyers ask during diligence.