Defenders of Enterprise Capital
Plateau Strategy
Project Oversight
When: During implementation
Is it actually on track? We provide independent oversight to catch scope creep, hold vendors accountable, and ensure delivery matches promises.
Deliverable: Quarterly executive briefings with risk flags
Due Diligence
When: Before approval
Should you even do this? We deconstruct vendor ROI models, validate assumptions, identify hidden costs, and deliver a go/no-go recommendation.
Deliverable: Investment committee memo with restructuring alternatives
Four Critical Moments
Troubled Initiative Advisory
When: Before approval
Should you even do this? We deconstruct vendor ROI models, validate assumptions, identify hidden costs, and deliver a go/no-go recommendation.
Deliverable: Stay/pivot/exit recommendation without triggering crisis
Portfolio Optimization
When: Strategic planning
You have 12 competing requests. Which creates real value? Risk-adjusted capital modeling and portfolio-level trade-off analysis.
Deliverable: Prioritization framework defendable to board
Different scales. Same consequence. We defend capital where it matters most.
Mid‑Market CEOs
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Betting $5M–$20M on existential transformation
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Navigating vendor overreach and timeline risk
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Delivering 80% of value in 8–12 months
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Execution risk under resource constraint
Average 18% capital reallocation recovered
Enterprise CFOs
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Defending $100M+ portfolios under board scrutiny
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Managing Big 4 teams and vendor ecosystems
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Pressure‑testing ROI models before approval
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Capital strategy as a balance sheet, not a project plan
30+ Fortune 1000 companies served
How We Work: Approach & Delivery
We intervene across the lifecycle—before approval, during execution, after failure—
so capital earns its place.
Result
Fragmented wins that don't compound
View
Backward-looking
Measures
Project payback period
Traditional ROI
Technical Debt
Hidden or ignored
Timing
Point-in-time calculation
Result
Strategic asset accumulation
View
Forward-looking and strategic
Measures
Enterprise value creation
Capital Balance Sheet™
Technical Debt
Tracked as liabilities
Timing
Ongoing portfolio management
Strategic Capital Balance Sheet™
Traditional ROI tracks project payback.
We track whether investments build enterprise value or destroy it.
Our Toolset
Investment Quality Scores (IQS)
Quantify delivery track record, balance sheet health, strategic alignment, and capital efficiency for every business unit.
Every proposal evaluated by IQS × Strategic Priority—not just ROI. See which investments create vs. destroy value before capital deployed.
Strategic Fit Matrix
Governance by Consequence
Quantify delivery track record, balance sheet health, strategic alignment, and capital efficiency for every business unit.
Track cumulative investment, asset leverage, and operational debt quarterly. See what's compounding vs. what's eroding.
Capital Balance Sheet
Portfolio Trade-Off Analysis
Real-time view of how competing initiatives impact total enterprise value. Make trade-offs based on evidence, not politics.
Investment Quality Scores (IQS)
Quantify delivery track record, balance sheet health, strategic alignment, and capital efficiency for every business unit.
Capital allocation becomes continuous discipline, not annual negotiation. Executive dashboards with actionable metrics.
Quarterly Rhythm
How We Work With the Big 4 — and Beyond
Your board wants Big 4 - and they should. We make sure they earn their fees.
Big firms are incentivized to expand scope, extend timelines, and staff with junior teams.
No one holds them accountable to the business case they sold.
We are ex Big 4 - We don't replace your consulting partners. We make sure they earn their fees.
We don’t replace your Big 4 team. We manage them.
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Pressure-test their estimates
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Catch scope creep and hidden costs - keep them focused on business outcomes, not billable hours
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Align deliverables with board-level issues
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Reconcile when frameworks drift from reality
Speed-to-Value
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2-4 weeks to actionable recommendations
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Value in 8–12 months, not 36
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Board-ready memo in 5 weeks
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Accelerated delivery with full business value
Independence Matters
We’re not a vendor, reseller, or implementation partner. No conflicts. No hidden agendas. Just consequence.