Chassi Information

Chassi is the Lead-to-Cash Intelligence platform PE-backed companies use to move toward a successful exit. Chassi connects your CRM, ERP, billing platform, data warehouse, and contracts, and reconciles every customer from lead to cash. A forward-deployed Chassi team does the data work, and the model stays current through the hold period. What the Office of the CFO gets: Customer Cube: one reconciled view of what every customer was sold, contracted, billed, and paid, with every gap traced to the customer, the contract, and the cause. Revenue Forecast: bookings, retention, revenue, and cash forecasts built on reconciled customer data, including churn risk and expansion fit by customer. Revenue & Cash Leakage: what was booked compared against what was billed and collected, with every shortfall traced to the rate, term, or amendment behind it. Working Capital Intelligence: DSO by customer, with collections forecast from actual terms and payment history. Start with one solution or all four. First material findings arrive in 3–4 weeks, with read-only connections and no system changes. Results from Chassi engagements include $21M in recoverable revenue identified, $7.4M in free cash flow freed up, and 3–6% of contracted revenue found underbilled. Built for CFOs, FP&A and finance leaders, Controllers, RevOps teams, and the Operating Partners who work with them.