Browse the Catalog
23 vetted operational systems from Big-4 & F500 operators.
CampIQ
CampIQ is an AI-powered operations platform for the outdoor hospitality industry that automates guest communication and staff workflows while integrating seamlessly with existing property management systems.
Operational KPI Governance System — Professional
Core workbook plus Notion workspace templates, meeting agendas, and implementation framework for multi-site deployment.
PE 100-Day Industrial Operations Pack
Complete 100-day operating plan for PE-backed industrial portfolio companies. KPI setup, governance cadence, reporting structure, and quick wins.
R&D Documentation & Qualification Framework
R&D documentation framework covering qualification protocols, test documentation, design review checklists, and regulatory submission prep.
PMO Rebuild Playbook
Step-by-step playbook for standing up or rebuilding a PMO from scratch. Governance structure, charter templates, and rollout sequencing.
Operational KPI Governance System — Core
Excel-based KPI governance workbook with 325 formulas, 7 tabs, and automated health scoring. Deploy in a week, not a quarter.
Exit Readiness System — Core
Six-tool system that measures, documents, and corrects the four things every buyer's diligence team examines before making an offer. Diagnostic, financial normalization, owner dependency assessment, customer concentration analysis, 140-item data room checklist, and 90-day implementation guide.
EU AI Act Article 50 Compliance Kit
Ten-component compliance system for EU AI Act Article 50 transparency obligations. Scope assessment, disclosure templates, vendor risk framework, board reporting, and a 15-day implementation roadmap.
Field Operations Performance Dashboard
Performance dashboard for field operations teams. Tracks crew productivity, job completion rates, safety metrics, and equipment utilization.
PE Bolt-On Day 1 Finance Integration
Day-1 finance integration playbook for PE bolt-on acquisitions. Chart of accounts mapping, reporting alignment, and treasury consolidation.
Capital Project Tracking & Control Dashboard
Capital project tracking dashboard with budget vs. actual, schedule variance, change order log, and milestone status.
EBITDA Bridge Framework
Walk-forward EBITDA bridge from prior period to current. Isolates volume, price, cost, and one-time adjustments for board-level reporting.
M&A Operational Diligence Checklist
Operational due diligence checklist for M&A transactions. Covers org structure, systems, contracts, compliance, and integration readiness.
Governance Audit Checklist
Structured diagnostic to assess governance gaps across compliance, reporting, and operational controls. Produces a prioritized remediation roadmap.
Plant-Level P&L Tracker
Site-level P&L tracking system for multi-plant operators. Revenue, COGS, labor, overhead, and contribution margin by location.
Contractor & Subcontractor Governance Framework
Governance framework for managing contractor and subcontractor relationships — compliance tracking, performance scoring, and escalation protocols.
Investor Reporting System
Structured reporting system for PE-backed companies. Monthly and quarterly investor reporting templates with narrative frameworks.
PMO Health Scorecard
Diagnostic scorecard to assess PMO maturity across governance, resource allocation, stakeholder alignment, and delivery cadence.
PE QBR Board Reporting Pack
Board-ready quarterly business review templates. Financial summary, KPI dashboard, strategic initiative tracker, and risk register.
BoardBrief AI
AI-powered board reporting and risk screening for PE portfolio companies. Automated board brief generation, KPI synthesis, and governance compliance.
OperatorOS:ND™ — Neurodivergent Executive Operating System
Notion-based executive operating system for ADHD and autistic operators. Energy mapping, context-switch guardrails, batch scheduling, and decision-fatigue elimination.
Plant Manager Daily Operations Bundle
Daily operations toolkit for plant managers. Shift handoff templates, downtime tracker, safety checklist, and production reporting.
TakedownReady
DMCA takedown automation for content creators, SaaS companies, and IP holders. Automated monitoring, one-click takedown filing, and compliance tracking.
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