Start a targeted assessment

Private Equity Funds

Run the portfolio on one operational truth

Turn fragmented systems into a portfolio operating model. Read-only connections. No manual data prep. Clarity in days. Reporting that holds up in any Investment Committee.

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You can’t manage what you can’t see

Data sits in CRM and ERP, but the story breaks between booked, billed, and paid. Packs are slow. Numbers don’t match. Diligence gets harder, and hold-period execution slows.

Where value gets trapped across the portfolio:

CRM↔ERP mismatches

ARR, NRR, and bookings don’t line up between systems, creating rework and debate.

Cash conversion delays

O2C and P2P lags inflate DSO and tie up cash.

Misaligned ICP

ICP is built on who closed, not who retained and expanded.

Inconsistent reporting

Definitions and metrics vary across companies and entities, so comparisons don’t hold.

Get portfolio-grade clarity in days. Chassi reconciles booked → billed → paid, quantifies cash, retention, and revenue-quality gaps, and standardizes reporting with a ranked plan per company.

How Chassi delivers value across the investment lifecycle

Optimize your value creation strategy at every stage

Operational diligence

See how the business actually runs before you buy. Validate the thesis with objective process and cash flow views. Set a day-1 plan.

First 100 days and beyond

Land targeted assessments that reduce churn, recover leakage, and improve working capital. Prove time-to-value with minimal lift.

M&A and roll-ups

Standardize definitions across entities. Compare processes and performance. Surface integration risks early and tracks remediation.

Exit readiness

Walk into diligence with board-grade numbers and a clear value story. Show improvements in cash conversion, durability, and predictability.

Highest-yield assessments to launch now

Deploy across the portfolio with minimal lift. Comparable findings and a ranked plan per company.

01 Churn & ICP Refinement

Boost retention and drive growth

Predict churn, align ICP to durable segments, and hand Sales a ranked expansion list.

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02 Revenue Leakage Assessment

Recover lost revenue with precision

Reconcile contracts, invoices, and receipts to quantify the booked-to-billed-to-paid gap and fix it.

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03 Working Capital Assessment

Tap into hidden cash now

Map O2C and P2P, reduce DSO with simulator-backed actions, and optimize terms to free cash.

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04 Continuous Enablers

Always-on reporting

ARR/NRR Snowball with CRM↔ERP reconciliation • 13-week cash forecasting • Exception report and governance heatmap

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"Chassi 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."

Chad Hensley

CFO, Employ

"Chassi 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."

Chad Hensley

CFO, Employ

"Chassi 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."

Chad Hensley

CFO, Employ

Why funds choose Chassi

Run the portfolio on one operational truth. Comparable metrics across entities. Numbers that trace from booked to billed to paid. Faster IC reviews and a defensible exit story.

How your fund can engage with Chassi

Project

Start with a targeted assessment

Use during diligence, the first 100 days, pre-exit, or when a KPI misses plan. You get quantified findings, a ranked backlog, and a 30/60/90 with owners and expected impact.

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

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Subscription

Keep visibility on

Live reporting on ARR/NRR, 13-week cash, and exceptions. Standardized definitions across entities. Faster AOP prep and stronger board cadence.

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

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Common questions

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why metrics move. It’s a diagnostic and reporting layer, not a generic dashboard.

Is Chassi a software platform or a consulting service?

Both. Our software platform automates ongoing insight delivery, while our advisory team ensures your data model aligns with investor-grade metrics and GTM best practices. Think of it as a recurring diagnostic that keeps getting smarter.

Can we standardize across entities?

Yes. One model for Lead-to-Cash means companies roll up cleanly, and comparisons hold.

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why metrics move. It’s a diagnostic and reporting layer, not a generic dashboard.

Is Chassi a software platform or a consulting service?

Can we standardize across entities?

Yes. One model for Lead-to-Cash means companies roll up cleanly, and comparisons hold.

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why metrics move. It’s a diagnostic and reporting layer, not a generic dashboard.

Is Chassi a software platform or a consulting service?

Can we standardize across entities?

Yes. One model for Lead-to-Cash means companies roll up cleanly, and comparisons hold.

Ready to unlock value across your portfolio?

Start with a targeted assessment and see the numbers you can run a fund on.

Start a targeted assessment

Run the portfolio on one operational truth

Run the portfolio on one operational truth

You can’t manage what you can’t see

Where value gets trapped across the portfolio:

CRM↔ERP mismatches

Cash conversion delays

Misaligned ICP

Inconsistent reporting

Get portfolio-grade clarity in days. Chassi reconciles booked → billed → paid, quantifies cash, retention, and revenue-quality gaps, and standardizes reporting with a ranked plan per company.

How Chassi delivers value across the investment lifecycle