Five frameworks.
One operating architecture.

Every product is immediately deployable. No customization required before first use. Built from the systems used to operate a $500M+ industrial services platform.

PDF · Diagnostic Tool

PE-Backed Operations Governance Audit Checklist

150-point diagnostic. Assess gaps before the next LP update.

PE sponsors don't ask if your governance is "good." They ask specific questions: Who owns each control? What's the documented response threshold? How many days to close a finding? This checklist gives ops leaders the exact diagnostic framework to answer those questions — before the sponsor asks them.

  • 150-point diagnostic covering operational controls, financial reporting, and safety governance
  • PE-specific scoring rubric with gap severity ratings
  • 30-day remediation priority matrix
  • Structured for self-assessment or third-party facilitation
  • Format: PDF — print-ready and fillable
Excel · Dashboard

Industrial KPI Dashboard

24 KPIs. One view. Built for monthly operating reviews.

PE sponsors review specific metrics in a specific format. This dashboard pre-builds the view — operational throughput, financial performance, and safety KPIs — in the structure they expect. Connect your data; the reporting architecture is already there.

  • 24 pre-configured KPI metrics with industry-standard definitions
  • Operational, financial, and safety metric categories
  • Month-over-month variance tracking with conditional formatting
  • Pre-built charts for board deck insertion
  • Format: Excel (.xlsx) — fully editable, no macros required
PDF · 90-Day Playbook

PE-Backed PMO Rebuild Playbook

From activity reporting to outcome control — in 90 days.

Most PMOs at PE-backed platforms are reporting activity, not controlling outcomes. This playbook gives the ops leader a phased 90-day rebuild framework — governance structure, reporting cadence, stakeholder realignment — with the sponsor's expectations built in from day one.

  • Three-phase 90-day rebuild roadmap with weekly milestones
  • PMO governance framework and RACI structure
  • Reporting cadence and format templates
  • Sponsor communication and escalation protocol
  • Format: PDF — structured for direct implementation
Excel · Financial Model

EBITDA Bridge Framework

Explain variance the way PE sponsors read it.

The EBITDA bridge is the single most-scrutinized slide in any board deck or monthly operating review. This model gives ops leaders the exact format — waterfall structure, variance categories, narrative integration — that PE sponsors use to evaluate management credibility.

  • Pre-built waterfall bridge model with dynamic inputs
  • Variance category structure (volume, price, cost, mix, one-time)
  • Board deck-ready chart output with conditional formatting
  • Monthly and QTD / YTD toggle
  • Format: Excel (.xlsx) — no macros, fully editable
Excel / PDF · Template

Investor Reporting Structure Template

The exact reporting architecture used in $500M LP updates.

Monthly LP updates require a specific structure — metric selection, narrative framing, variance explanation, and forward-looking commentary. This template delivers the complete architecture: cadence, format, metrics, and narrative structure. Built from the system that ran a $500M multi-state industrial platform.

  • Monthly investor update structure with section-by-section guidance
  • Metric selection framework with PE-specific prioritization logic
  • Narrative framing templates for variance explanation and forward guidance
  • Quarterly and annual reporting cadence structure
  • Format: Excel data model + PDF narrative template

Complete Operating Architecture — All Five Frameworks

The full governance stack: audit diagnostic, KPI dashboard, PMO playbook, EBITDA bridge, and investor reporting template. One deployment kit for a PE-backed platform rebuild.

$785 individual $597 Get the Bundle