When Sales Forecasts Outpace Financial Reality

How one FP&A team used Financial GPS to validate assumptions, surface hidden risks, and course-correct their growth strategy. Introduction In today’s volatile market environment, forecasting isn’t just about projecting numbers — it’s about building credibility, aligning strategy, and making decisions that can impact millions in capital allocation. Yet many finance teams still build forecasts in […]

Enhancing Boardroom Decision-Making with AI-Powered Financial Intelligence

Enhancing Boardroom Decision-Making with Leo, AI-Powered Financial Intelligence Background Corporate boards are under increasing pressure to make strategic decisions that drive growth, ensure sustainability, and mitigate risks. Traditional reporting methods, often based solely on internal financial data, can leave boards with an incomplete view of the company’s performance and external market dynamics. This limited visibility […]

Optimizing Financial Teams: The Impact of AI

Overview A multi-billion-dollar division sought to maintain a competitive edge by closely tracking industry trends and competitor activities. However, staying informed required dedicating significant analyst resources to manually searching the internet for relevant information. Analysts had to comb through websites, financial reports, regulatory filings, press releases, and other industry news daily to ensure the company […]

Strategic M&A: Leveraging Data to Identify Hidden Value and Mitigate Risks

Introduction In the world of mergers and acquisitions (M&A), traditional financial metrics often fail to tell the full story. Just as a sports team might overlook a player’s weaknesses despite strong stats, M&A deals can suffer from an overreliance on surface-level numbers like revenue and market share. These figures may appear impressive but can mask […]

Buy-Side Hidden Risks

Overview A $ 5MM twenty-five-year-old business services company was for sale. As the industry leader, the company’s methodologies had become the industry standard. The company enjoyed an excellent reputation in the marketalong with a strong customer base. During the economic downturn, the company continued to have steady growth and profitability. With a new, experienced management […]