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Drive greater returns with improved value creation planning and execution

Optimize your value creation strategy at every stage, from due diligence to exit, with Chassi’s AI-powered insights. Whether refining your thesis during operational due diligence or driving post-acquisition growth, Chassi equips your team with actionable insights to maximize returns and achieve meaningful outcomes.

Drowning in data, starved for insights

Fragmented systems, fragmented results

Portfolio company data is scattered across multiple systems and departments, from sales to operations and finance, making it nearly impossible to obtain a unified view of performance. This lack of cohesion leaves teams blind to inefficiencies and creates operational silos that undermine decision-making.

Wasted time, wasted resources

The manual process of pulling data from disparate systems wastes time and resources, often leading teams to focus on fixing data issues rather than driving strategic initiatives. This delays critical decisions and slows value-creation efforts.

Missed opportunities

Without real-time insights, teams are forced into reactive modes, addressing problems after they’ve impacted performance. Opportunities to improve operational efficiency and increase returns are lost when teams are always playing catch-up instead of anticipating risks and acting on them in advance.

Chassi’s insight-driven approach

Chassi empowers your value creation strategy by shifting your focus from lagging metrics to real-time insights and proactive decision-making.

Here’s how:

A single source of truth

Chassi seamlessly ingests, automatically structures, and models raw data from a company’s systems of record, creating a single source of operational truth across systems, geographies, and departments.

Insights that matter now

Our AI-powered analytics platform delivers real-time, actionable insights, helping you identify risks and opportunities as they arise, not just during quarterly reviews.

Rapid execution of key initiatives

Pinpoint areas for immediate improvement, implement quick wins, and drive targeted actions to align with your value creation goals faster than ever.

Continuous improvement, continuous growth

Chassi continuously tracks and identifies opportunities to optimize performance, ensuring that your portfolio companies stay on track with the value creation plan throughout the investment lifecycle.

How Chassi delivers value across the investment lifecycle

1. Operational Due Diligence

Refine your investment thesis with confidence, backed by data-driven operational insights. Build a detailed value-creation plan and prioritize initiatives pre-acquisition to set up swift execution post-close.

2. Post-Acquisition Value Creation

Maintain continuity through transaction into post-close execution. Start implementing value-creation initiatives immediately, avoiding wasted time in the first 100 days.

3. M&A and Divestiture Support

Identify integration challenges early in the transaction process. Understand the operational impacts of disruptions and ensure streamlined operations post-acquisition or divestiture.

4. Exit Readiness

Optimize performance during the final stage of the hold period to maximize exit value. Ensure smooth sell-side due diligence with comprehensive, clear reporting.

5. Board of Directors Prep and Reporting

Streamline your reporting process to minimize administrative overhead. Move from reactive to proactive decision-making, and spend less time diagnosing issues and more time crafting business cases to address them.

Tailored solutions for your portfolio

Revenue Leakage Assessment
Working Capital
Assessment
Churn and Retention Assessment
Customer Segmentation Assessment

How your fund can engage with Chassi

Project
Minimal commitment, maximum impact

Ideal for strategic initiatives to identify value creation opportunities that drive revenue, expand margin, or increase free cash flow – performed during operational due diligence, pre-exit readiness, or M&A support – where fast, deep operational insights are required without long-term commitments.

Subscription
Unlock full access with a subscription

Best for funds looking for continuous monitoring of operational health across your portfolio. This subscription provides ongoing access to Chassi’s powerful analytics platform and expert recommendations, ensuring the successful execution of your value creation plan through the hold period.