OPERATOR RESOURCES
Board-ready checklists for operating risk.
Practical assets for the moments where a technology company needs to turn diligence, turnaround, integration, or exit-preparation questions into accountable operating work.
THE SHELF
Diligence, turnaround, integration, and exit-preparation work — without the email gate.
Each resource gives a board, sponsor, or operating lead a practical checklist they can use before the next decision meeting.
DIAGNOSTIC · TRS
14-Day Turnaround Diagnostic
A board-ready diagnostic sequence for technology companies facing missed numbers, runway pressure, stalled initiatives, or integration failure.
TEMPLATE · PI
AI Acceptable-Use Policy Template
A starter policy for employee AI use covering approved tools, restricted data, human review, customer-facing output, and escalation.
WORKSHEET · OCFO
AI ROI Spreadsheet
A worksheet for translating AI use cases into time savings, quality improvement, revenue response, cost avoidance, and payback assumptions.
CHECKLIST · PI
AI Vendor Selection Checklist
A practical checklist for comparing AI tools, automation vendors, and implementation partners before a growing business signs.
SCORECARD · IB
Exit Readiness Scorecard
A 12-18 month readiness scorecard for technology companies preparing for buyer diligence, investment banking preparation, or PE exit planning.
CHECKLIST · TES
Integration Risk Checklist
A pre-close and Day 1 checklist for technology acquisitions where customer retention, staff retention, data migration, and synergy capture depend on execution quality.
WORKSHEET · PI
Technical Debt EBITDA Worksheet
A finance-and-engineering worksheet for translating release drag, rework, incidents, and platform fragility into EBITDA and valuation exposure.
FROM CHECKLIST TO MANDATE
Resources turn operating risk into next actions.
Use them when the board needs a diagnostic, the sponsor needs an integration checklist, or the CFO needs a scorecard that turns risk into dollars and owners.
- INTENT
- Resources capture action intent — the moment a board, sponsor, or CFO needs the diagnostic, checklist, or scorecard now.
- PATH
- Every resource connects to the relevant service line, decision guide, and tool.