Dashboard
Dashboard
Dashboard

Turn raw data into portfolio growth

Turn raw data into portfolio growth

The only AI-powered value creation platform purpose-built for PE. Chassi models Lead-to-Cash from your CRM and ERP to find cash, fix churn, and prove the exit case.

The only AI-powered value creation platform purpose-built for PE. Chassi models Lead-to-Cash from your CRM and ERP to find cash, fix churn, and prove the exit case.

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

Find and recover trapped value across Lead-to-Cash

It’s your data. We put it to work. Chassi builds a single operational truth across sales and finance to expose the levers that move EBITDA and cash.

Optimize performance

Map L2C and P2P to pinpoint bottlenecks. Reduce rework and cycle times. Improve working capital and forecast accuracy.

Maximize value creation

Quantify revenue leakage and underbilling. Surface profitable segments and products. Focus GTM on expansion-ready accounts.

Improve exit outcomes

Tie operational fixes to cash conversion. Prove revenue quality and durability. Walk into diligence with board-grade numbers.

Payment
Payment
Payment
Payment Goal
Payment Goal
Payment Goal
Tracking
Tracking
Tracking

Start with a targeted assessment

Start with a targeted assessment

See the Chassi platform in action with a targeted assessment. Guided by our experts, these solutions leverage Chassi technology to provide deep insights into specific challenges with minimal lift from your team. Discover opportunities for immediate impact in key business processes.

See the Chassi platform in action with a targeted assessment. Guided by our experts, these solutions leverage Chassi technology to provide deep insights into specific challenges with minimal lift from your team. Discover opportunities for immediate impact in key business processes.

Boost retention and drive growth

Predict churn using full-journey signals and product usage, align ICP to profitable segments, and hand Sales a ranked account list by product.

Recover lost revenue with precision

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

Tap into hidden cash now​

Analyze L2C and P2P variance, use the DSO Simulator to size cash impact, and tighten terms to remove delays.

Always-on reporting

Move from insight to reporting. Use ARR and NRR Snowball, 13-week cash forecasting tied to orders and invoices, and exception tables with board-ready packs to keep performance live.

Business Solutions
Business Solutions
Business Solutions

Churn NRR improvement

92% Baseline

Churn NRR improvement

92% Baseline

Churn NRR improvement

92% Baseline

Value creation, measured where cash moves

Value creation is operational. It lives in how orders become invoices and invoices become cash. Chassi models L2C and P2P from ERP and CRM and reconciles booked → billed → paid. That gives you one truth the board can trust.

Low lift

Read-only connections

4–8 hours from your team

High trust

Insights in days

No system changes

Hear directly from operators

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

"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

We partnered with Chassi on a discrete churn analysis to better understand our high-velocity customer segment. They provided us with a bottoms-up analysis of why our customers churned, the profitable partners that we should focus on, and the customer segments that define our ICP. This wasn’t simply a validation of what we knew already, they turned around insights we hadn’t thought about, in under three weeks.

Chad Hensley

CFO, Employ

Rating

We partnered with Chassi on a discrete churn analysis to better understand our high-velocity customer segment. They provided us with a bottoms-up analysis of why our customers churned, the profitable partners that we should focus on, and the customer segments that define our ICP. This wasn’t simply a validation of what we knew already, they turned around insights we hadn’t thought about, in under three weeks.

Chad Hensley

CFO, Employ

One solution, shared benefits

Visitors
Visitors
Visitors

Private equity funds

From a high-level view to deep dives into individual processes, get objective insights into the performance of portfolio companies.

Craft compelling content for organic search. Engage in social media marketing to tap into vibrant communities

Craft compelling content for organic search. Engage in social media marketing to tap into vibrant communities

Sale Statistics
Sale Statistics
Sale Statistics

PE-backed companies

Improve EBITDA by identifying process roadblocks and operational inefficiencies with unfettered visibility down to the unit level.

Empower your profitable growth strategy with Chassi

Clarity in days with read-only connections and minimal lift.