Three questions every IC review raises
Comparability, leakage, and exit readiness, each answered from systems that differ at every company.
Can we compare the numbers?
Five companies can mean five definitions of retention.
Revenue and retention definitions vary by company, so portfolio totals can't be compared line for line.
At each company, FP&A spends more time building the pack than analyzing it.
The same data questions come back every board cycle.
Where is value leaking?
Suspected leakage stays a hunch until someone sizes it.
Leadership suspects leakage from poor system integration, and each company's CRM and ERP tell a different story.
Revenue doesn't reconcile to the forecast, and the gap surfaces at the board.
Cash conversion delays show up differently at each company, so it's hard to choose where to put operating bandwidth first.
Will it hold up at exit?
Diligence finds what the hold-period reporting missed.
A churn miss surfaces at IC with no warning in the data.
Buyers rebuild revenue from contracts and test AR against cash.
Acquisitions add systems faster than reporting can absorb them.
The portfolio view is still built by hand, one company at a time
Each portfolio company has tools, teams, and projects in play. Connecting them into one view that compares across the portfolio is the work that falls to the operating team.
Point solutions by function, from CS to sales to finance, each address one slice of one company's problem.
BI dashboards and spreadsheets are stitched across systems, and the metrics don't reconcile across entities.
Consultant-led analyses answer a question at one point in time, then go stale before the next IC review.
Answers are slow to produce, hard to compare, and out of date by the next cycle.
The same method at every company
Chassi connects to each portfolio company's systems of record, reconciles every customer from lead to cash, and reports with one set of definitions across entities.
Read-only connections at each company. No cleanup required, no system changes.
One set of revenue, retention, and cash definitions, so comparisons hold across the portfolio.
Built for the full investment lifecycle: diligence, the first 100 days, M&A integration, and exit readiness.
Kept current through the hold period, so the numbers are ready when a buyer tests them.
The view is defensible, not debatable.
Start where the portfolio is losing the most value
Each solution can be deployed on its own, at one company or several. A discovery call scopes the first engagement.
Best places to start
One reconciled view of every customer at each company, with the same definitions across entities, so IC reporting stays current and comparable.
Size the gap between what was booked, billed, and collected at each company, and recover it with a prioritized plan.
Additional ways to create value
Find where cash is sitting in each company's Order-to-Cash process, and rank the fixes by cash value.
Bookings, retention, revenue, and cash forecasts built on reconciled data, so a churn miss shows up in the forecast before it shows up at IC.
"Chassi provided us with a bottom-up analysis of why our customers churned, the profitable partners that we should focus on, and the customer segments that define our ICP."
Chat Hensley
CFO, Employ
Why operating partners choose Chassi
One operating layer that works across your entire portfolio.
Comparable metrics across every portfolio company, so IC reviews focus on decisions about the business.
Every number traces to the contract, the invoice, and the payment, so the value creation story holds up under scrutiny.
Read-only connections and no system changes. A forward-deployed Chassi team does the data work at each company.
First material findings in 3–4 weeks at each company.
How long does this take?
First material findings in 3–4 weeks at each company. Customer Cube fully operational by week 6.
Can we deploy the same solution across multiple portfolio companies?
Yes. Chassi uses the same method and definitions at each company, so results compare across the portfolio.
Can we start with one company or one solution?
Yes. Each solution can be bought on its own. A discovery call scopes the first engagement.
We just closed an acquisition. Can Chassi handle multiple systems?
Yes. Multiple ERPs, CRMs, and billing platforms are the situation the Customer Cube was built for.
See what’s hiding in your portfolio data
See how Chassi surfaces what’s driving performance, where value is being lost, and what to fix first across the priorities your fund is measured on.
