Our Approach
Three steps from data to actionable insights that boards can implement immediately.
Encryption in transit & at rest·U.S. hosting·NDA by default
1
Data Intake
Days 0–2
Read-only exports: COGS by SKU, vendor list, AR/AP aging, DSO/DIO/DPO, backlog, tariff exposure. CSV or exports from QuickBooks/NetSuite/Shopify work seamlessly.
2
Models & Scenarios
Days 3–7
P50/P95, runway, GM deltas; risk score = Probability × Impact × Detectability. Historical & Monte Carlo VaR, factor decompositions, stress scenarios.
Risk Score = P × I × D
3
Board-Ready Plan
Days 8–10
Top-5 actions with owners & thresholds, 45-min readout. Board-ready 12-slide PDF with clear implementation roadmap.
Methods
Historical & Monte Carlo VaR, factor decompositions, stress scenarios, and liquidity overlays. Decision support—not investment advice.
What we don't do
We don't provide investment advice or audit financial statements. Our outputs inform operator decisions.