Small and mid-size business
The operating layer between a growing team and its scattered tools.
Energy & infrastructure
Maintenance, demand, and risk need one operating picture.
Reliability improves when teams work from the same signal.Where we work
Different sectors.
Familiar friction.
We are useful where information, handoffs, and judgment have to move together.
Professional services
Client intake, delivery, knowledge, billing, and reporting.
Commerce and retail
Order operations, service, inventory, review, and retention workflows.
Business development
Research, qualification, CRM discipline, proposals, and follow-up.
Operations-heavy teams
Approvals, recurring work, internal portals, and management reporting.
Founder-led companies
Decision support and custom systems for lean leadership teams.
For commerce and operations teams
Inventory and supply, under control.
Stock, suppliers, and throughput in one morning review. Illustrative sample data.
MATERIALS REVIEWPLANT 04 - DETROIT
SHIFT B · THU 06:00 · WK 42O06O07O08O09O10O11O12O13O14O15O16O17O18O19
14D AVG1,126−13.4% VS TARGET
| SKU | ITEM | ON HAND | ROP | WOC | STATUS |
|---|---|---|---|---|---|
| SKU-1181 | Bracket, motor mount | 4,210 | 1,800 | 6.2 | OK |
| SKU-2214 | Gear, helical 22T | 640 | 900 | 1.9 | REORDER |
| SKU-0932 | Housing, cast | 1,175 | 600 | 5.1 | OK |
| SKU-3307 | Shaft, spline 40mm | 210 | 450 | 1.2 | CRITICAL |
| SKU-1440 | Bearing, 6208 | 8,940 | 3,000 | 7.8 | OK |
| SKU-2762 | Seal, viton 55 | 380 | 500 | 2.4 | WATCH |
- P1PO-8841 late - Takumi Steel, 6d overdue; blocks Line 2 from Thu
- P1Stockout risk SKU-3307 - 1.2 wks cover vs. 24.6d actual lead
- P2Demand spike SKU-2214 - +38% vs. forecast; 2 orders flagged
- P2PO-8857 qty mismatch - received 1,800 of 2,400 (GreatLakes)
- P3Cycle-count variance - BIN D-114, −42 units
| SUPPLIER | PROMISED | ACTUAL | Δ DAYS | REL % | TREND |
|---|---|---|---|---|---|
| Takumi Steel | 21d | 24.6d | +3.6 | 78% | |
| PolyCast GmbH | 28d | 27.1d | −0.9 | 96% | |
| GreatLakes Fastener | 7d | 9.8d | +2.8 | 84% | |
| Apex Coil & Wire | 14d | 13.2d | −0.8 | 95% |
EXPEDITEPO-8841 · PO-8857
Manual reporting
Scattered knowledge
Unclear ownership
Spreadsheet software
For research and deal teams
Deal research, run like an operation.
Pipeline, market mapping, outreach, and document review in one terminal. Illustrative sample data.
| COMPANY | SECTOR | REV | STAGE | FIT |
|---|---|---|---|---|
| Northfield Precision | Industrial Automation | $68M | DILIGENCE | 87 |
| Halden RotoWorks | Motion Components | $74M | IC | 78 |
| Alta Fluid Systems | Flow Control | $52M | DILIGENCE | 81 |
| Marlow Composites | Advanced Materials | $31M | SCREENING | 69 |
| Corvus Packaging | Specialty Packaging | $45M | SCREENING | 64 |
| Beacon Tool & Die | Precision Machining | $18M | SOURCED | 52 |
STAGECOUNTOF TOTALSTAGE CONV
CONTACTED214-
REPLIED6128.5%
MEETING2439.3%
DILIGENCE729.2%
TERM SHEET228.6%
287PARSED
1,204FINDINGS
23FLAGS
- CIM_Northfield_v3.pdfPARSED
- QoE_Workpapers_FY22-24.xlsxEXTRACTING
- CustomerContracts_Top20.zipEXTRACTING
- Payroll_Register_Q3.csvPARSED
- SupplierAgreements_2025.pdfQUEUED
- FRI 13:58Northfield Precision - top-3 customers = 41% of FY24 revenue; concentration flag → IC memo §4
- FRI 10:22EBITDA adj. +$610K; owner-comp normalization verified vs. payroll register
- THU 16:41Takumi Steel sole-source on 2 alloys; requalification lead time 11 months
- THU 09:15Helix Aerospace renewal unsigned; expiry 2026-03; churn risk MEDIUM
- WED 14:03Marlow Composites - capacity expansion permit filed; +40K sqft
- WED 08:47Corvus Packaging - 9 engineering hires in 30d (prev. 2)
ILLUSTRATIVE SAMPLE DATAREF DR-0117 · TP OPS