Chassi Information

PE-backed companies have one priority: a successful exit. Three strategies determine whether they achieve it — Customer Growth & Retention, EBITDA Maximization, and Board-Level Alignment. Chassi builds the operating view that moves all three. We model data directly from your systems of record — CRM, ERP, billing, and product usage — and deliver a single, reconciled operating layer that connects customer risk, process velocity, and financial outcomes. Not as a one-time engagement, but kept current through the hold period. What changes when the operating view is in place: Revenue gaps between contracted and collected cash get sized and prioritized before diligence — not after. Churn risk and expansion potential are visible at the account level, not surfaced by CSM judgment after the fact. Pipeline conversion breakdowns show up by stage, segment, and rep before they hit the forecast. ARR reporting is reconciled from billing, segmentable on demand, and defensible at the board level every cycle. Cash trapped in O2C and P2P process gaps is quantified with a ranked plan to recover it. Built for CFOs, Operating and Deal Partners who need findings they can act on — not dashboards they have to maintain.