Dashboard

PE-backed companies have one priority: a successful exit

Three strategies determine whether they achieve it:

Growth & retention
EBITDA maximization
Board-level alignment

Chassi builds the operating view that moves all three — modeled directly from your systems of record, delivered in days, and kept current through the hold period.

Color Shade
Results our clients have seen
Results our clients have seen

The signals are visible. The root causes aren't.

Across growth, cash, and reporting, teams see the misses — but can't segment the problem fast enough to act with confidence.

Growth & retention

Lagging product adoption. Retention below thesis. Surprise churn. Low forecast accuracy outside the current quarter.

EBITDA maximization

Gap between booked revenue and collected cash. AR aging spikes. Credit memo write-offs. Time-to-implement drag eating into margins.

Board-level alignment

FP&A bogged down in manual pulls before every meeting. Uncertainty in ARR by segment. Questions the team can't answer in the room.

Payment
Payment Goal
Tracking
Business Solutions
Payment

Point solutions answer individual questions

They don't produce the operating view that moves all three strategies.

BI tools show what happened. Consultants deliver a one-time answer that goes stale. CRM and ERP integrations sync data — they don't reconcile it. Every reporting cycle starts from scratch.

That gap is why Chassi exists

A single operating layer connecting customer risk, operational velocity, and financial outcomes

Built from as-is data, so the view is defensible, not debatable

Delivered to create impact in days, then kept current as the business moves

Start with the strategy that matters most right now

Start with the strategy that matters most right now

Targeted assessments and ongoing subscriptions, each aligned to the strategy your business needs to move on first.

Targeted assessments and ongoing subscriptions, each aligned to the strategy your business needs to move on first.

Growth & retention:

Continuous visibility into funnel movement and conversion

Stage-to-stage conversion rates segmented by business unit, industry, and rep — so funnel gaps surface before they hit the forecast.

Reduce churn. Refocus your ICP. Grow NRR.

Predict churn using full-journey signals across CRM, ERP, and product usage. Align ICP to segments that stay and grow. Hand Sales a ranked account list by risk and expansion fit.

EBITDA maximization:

Recover lost revenue with precision

Reconcile contracts, invoices, and receipts to find underbilling, missed uplifts, and process errors — then deliver a quantified gap and a remediation plan.

Tap into hidden cash now​

Map every step in O2C and P2P to find where cash gets stuck, size the impact with the DSO Simulator, and act on findings ranked by cash value.

Board-level alignment:

Board-ready ARR reporting. Always current. Always defensible.

Automated ARR reconciliation at the customer level. Segment by product, cohort, or business unit. Give your board a single source of truth without the manual prep every cycle.

Business Solutions

Churn NRR improvement

92% Baseline

Measured where cash moves

Value creation is operational. It lives in how orders become invoices and invoices become cash. Chassi models O2C and P2P from ERP and CRM and reconciles booked → billed → paid — so every number traces back to a single source your board can trust.

Low lift

Read-only connections

4–8 hours from your team

Findings in days

No system changes

Finance-grade trust

What operators say after working with Chassi

Rating

"Chassi is giving CFOs the insight into their business to make more strategic recommendations and to play a central part in the strategy that will shape the future of the business. By allowing a CFO to connect their sales data to their finance data they are able to elicit change that is truly meaningful for the business from prioritizing resources, to identifying key segments of focus. Chassi makes the CFO role that much more versatile."

Lynn Danko

Operating Partner, K1 & TPG

Rating

"Chassi is giving CFOs the insight into their business to make more strategic recommendations and to play a central part in the strategy that will shape the future of the business. By allowing a CFO to connect their sales data to their finance data they are able to elicit change that is truly meaningful for the business from prioritizing resources, to identifying key segments of focus. Chassi makes the CFO role that much more versatile."

Lynn Danko

Operating Partner, K1 & TPG

Rating

"Chassi is giving CFOs the insight into their business to make more strategic recommendations and to play a central part in the strategy that will shape the future of the business. By allowing a CFO to connect their sales data to their finance data they are able to elicit change that is truly meaningful for the business from prioritizing resources, to identifying key segments of focus. Chassi makes the CFO role that much more versatile."

Lynn Danko

Operating Partner, K1 & TPG

Rating

"Before Chassi, understanding churn, expansion, and ARR dynamics meant manual work or outside consultants. Now, I can analyze our snowball by customer segment or cohort with a few clicks. Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

Rating

"Before Chassi, understanding churn, expansion, and ARR dynamics meant manual work or outside consultants. Now, I can analyze our snowball by customer segment or cohort with a few clicks. Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

Rating

"Before Chassi, understanding churn, expansion, and ARR dynamics meant manual work or outside consultants. Now, I can analyze our snowball by customer segment or cohort with a few clicks. Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

See what Chassi finds in your data

Start with the strategy that matters most. Findings in days. Four to eight hours from your team.