Monitor · Value creation

Turn a value-creation idea into a plan.

Pick a move — an add-on, a leadership change, an ERP rollout, a new pricing strategy. FactorIQ generates the strategy and the workplan, tracks execution, and forecasts the financial impact on the company.

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Start from any scenario —

Leadership change
Add-on acquisition
Merger
Divisional sell-off
CRM implementation
Geographic expansion
ERP implementation
Pricing strategy
Marketing investment
Back-office transformation

How it works

From scenario to strategy to result, in one place.

Start from a scenario, get a strategy and a workplan

Choose a value-creation move and FactorIQ generates a tailored strategy and a step-by-step workplan for that specific operating company — grounded in the company's own financials and operating data, not a generic template. Regenerate with one click to explore a different approach.

Track the workplan to completion

Tasks, owners, milestones, and dependencies live in one place, so the value-creation plan stops living in a deck and starts moving. Status is visible at a glance, from kickoff through the 100-day plan and beyond.

Report progress to everyone who's watching

Roll up status for the deal team, the operating partners, and the board — what's done, what's at risk, and what's next — without rebuilding a status update by hand each week.

Forecast the financial impact

Model the project's expected effect on the company's revenue, margin, EBITDA, and cash, so the strategy and the numbers are the same document. Compare the forecast to actuals as the plan executes.

Projects — Cascade Industrial Systems value-creation plan with active improvement projects and a financial-projections waterfall showing EBITDA uplift from $14.2M to $19.8M

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Scenario selector with the AI-generated strategy and workplan for this specific operating company.
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Workplan with task status, owners, milestones, and dependencies through the 100-day plan.
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Financial-impact forecast showing projected EBITDA uplift against plan, compared to actuals.

Who uses it

Built for the people accountable for the plan.

Operating partners

Turn the value-creation thesis into an executable plan and hold it accountable to a forecast.

Deal teams

Model the financial impact of a move before committing capital or management time to it.

Portfolio-company leadership

One shared plan and a single source of truth on progress, instead of a monthly reconciliation.

Connected

Projects reads the live financials and operational KPIs from Operator Intelligence to ground both the strategy and the forecast, and progress surfaces in Daily AI Review each morning. So a project isn't a standalone document — it's connected to what the company is actually doing.

Plan your next value-creation move.

A 30-minute walkthrough — bring a scenario and one of your operating companies.

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