FOR PORTFOLIO COMPANY CEOs & CFOs

Stop Assembling Data.
Start Acting On It.

Your board deck takes three days because the numbers live in four systems. Your best people pull reports instead of running the business. We fix that — in weeks, not months.

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Sound Familiar?

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Board prep takes days, not hours

Numbers from 4 systems, manually reconciled. Every quarter.

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Decisions rely on gut feel

Data is too fragmented to trust. So you trust experience instead.

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Your best people are data plumbers

They spend 60% of their time assembling reports, not analyzing them.

Analytics Built Around Your Business

Connected to Your Systems

We pull from your CRM, ERP, and accounting system. Not a new platform to learn — insights from the tools you already use.

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Predictive, Not Just Historical

Know where revenue is headed. Which leads will close. Which accounts need attention. Before it's too late.

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Zero Technical Burden

No data scientists to hire. No IT projects. No 6-month roadmaps. We handle everything.

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1 champion. 4-8 hours per week.
We handle everything else.

No new hires No IT projects No committees

Your champion is the person who knows the business problem best — VP of Sales, Director of Operations, or someone on your leadership team.

What the First 90 Days Look Like

1-4

Discover

We learn your business, identify the quick win, build the first version.

4-10

Build

Your team uses it daily. We refine from real feedback.

10-20

Prove

Measure impact together. If no value, we retire it cleanly.

By your next board meeting: working software with measured results.

Trust Built In

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8 Guardrails

Every application governed by design to ensure security and compliance.

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Kill Switch

Complete control to shut down any active AI process or application instantly.

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Your Data Stays Yours

We never use your proprietary data to train base AI models.

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No Lock-In

Walk away at any time with full documentation and underlying architecture.

We Complement Your MSP

Different capabilities. Clear lanes. We coordinate directly with your managed service provider.

Your MSP Handles

  • dns Servers
  • lan Network
  • mail Email
  • support_agent Helpdesk

We Handle

  • analytics Analytics
  • smart_toy AI
  • insights Predictions
  • editor_choice Decision Support

Ready to Stop Assembling and Start Deciding?

Schedule a 45-minute conversation. No cost. No obligation.

Book Your Assessment accounts@evolveml.io