Why a platform, not a point tool
A churn prediction that doesn't connect to billing data isn't defensible. A working capital analysis that doesn't map to the same O2C lineage as your revenue leakage work produces two sets of numbers that fight each other in a board meeting.
Chassi is built as a platform because the operating problems PE-backed companies and their sponsors face don't live in isolation. Customer risk, pipeline conversion, revenue leakage, cash velocity, and board reporting all pull from the same underlying systems, and they need to reconcile to the same source to be actionable.
That's what the Chassi operating model delivers: one data foundation, modeled once, that powers all five solutions without the fragmentation that makes point tools hard to defend.
Growth & retention:
Pipeline Velocity
Continuous visibility into stage-to-stage conversion, segmented by business unit, industry, and rep — so funnel gaps surface before they hit the forecast.
Customer Analytics
Predict churn, refocus ICP, and hand Sales a ranked account list — built from the full customer journey across CRM, ERP, and product usage.
EBITDA maximization:
Revenue Leakage
Reconcile booked, billed, and paid at the line-item level to quantify underbilling, missed uplifts, and process errors with a prioritized recovery plan.
Working Capital
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:
Automated Snowball
Automated ARR reconciliation at the customer level, segmentable by product, cohort, or business unit, so board reporting is current without the manual prep.
One operational truth across your stack
This is what makes these solutions defensible: they don't each build their own data layer. Chassi connects once to your systems of record, CRM, ERP, billing, datalakes, supplemental sources, and builds a shared operating model that every solution draws from.
Data in:
CRM • ERP / Billing • Datalakes • Supplemental
Chassi operating model:
Secure, read-only ingestion → Data reconciliation and modeling → Account-level and process-level outputs
Solutions out:
Customer Analytics • Pipeline Velocity • Revenue Leakage • Working Capital • Automated Snowball
What that means in practice:
The churn signals in Customer Analytics pull from the same CRM and billing data that feeds Revenue Leakage, so a customer flagged as high risk in one view is visible in the other
Working Capital and Revenue Leakage both trace to the same booked-to-collected lineage, so findings from one don't contradict findings from the other in a board conversation
Snowball pulls directly from billing, the same source Revenue Leakage reconciles against, so ARR numbers and leakage findings are always in sync
No manual reconciliation between solutions. No competing versions of the same number.
Connect your systems of record
Secure, read-only connections to CRM, ERP, billing, datalakes, and supplemental sources. No manual data prep. No system changes. Typically four to eight hours from your team.
Build the operating model
Chassi maps your data into a single reconciled operating layer — account-level signals, process-level lineage, and financial outcomes connected end to end.
Deliver findings by solution
Each solution draws from the shared operating model and delivers its outputs: quantified findings, ranked backlogs, segmentable reporting, and continuous visibility as the business moves.
Read-only access
No system disruption
Finance-grade trust in every output
Built for finance-grade trust
Read-only by design
Chassi never writes to your systems. All connections are read-only and scoped to what each solution requires.
Full data lineage
Every finding traces back to its source. When the board asks where a number comes from, the answer is the same system of record your finance team already relies on.
Enterprise-grade security
SOC 2 Type II certified. ISO/IEC 27001:2022 certified. CCPA and GDPR compliant.
Do we need to have all five solutions to use the platform?
No. The platform is designed so you can start with the solution that addresses the most pressing need and add from there. Each solution is self-contained, but all five draw from the same operating model, so adding a second solution doesn't require rebuilding the data foundation.
How long does it take to get findings?
That depends on the solution and the complexity of your data environment. The initial connection and modeling phase requires four to eight hours from your team. From there, delivery timelines vary by solution. Your Chassi team will set clear expectations before the engagement starts.
Does this replace our BI tool or ERP?
No. Chassi sits above your existing systems and reads from them. It doesn't replace any system of record. The operating model Chassi builds is a layer that reconciles and connects what your systems already contain.
How does the shared operating model affect data security?
Each connection is read-only and scoped to the minimum data required for that solution. Data is handled in accordance with our SOC 2 Type II and ISO/IEC 27001:2022 certifications. Full details are in the Trust Center.
What systems does Chassi connect to?
CRM (Salesforce, HubSpot), ERP and billing (NetSuite, SAP, Oracle, Zuora, Stripe, Sage), datalakes (Snowflake, Segment, Amplitude), and supplemental sources (Zendesk and others). If your stack isn't listed, your Chassi team can confirm compatibility before you start.
See what one operating layer finds in your business
Start with the strategy that matters most. Every solution draws from the same foundation.
