Reveal Roadmap Decision Intelligence - Transforming Data Into Decisions

Imagine a world where you know exactly what to do...

Challenge. The time is ripe for companies to take advantage of the explosion of data. However, the noise to signal ratio is deafening. It is said that data transfers conviction but the process is too often confusing, fragmented, and prone to breakdown given the fact that technology, data analytics, and the culture must all move with concerted incentive. Clarity that links strategy, targets, and revelation for internal operations, and external communication, is desperately needed. Bad decision-making and missed expectations are mortal threats.

We propose a bridge connecting business users, investors, data scientists, technologists, and other stakeholders into a unified team to leverage the experience and industry knowledge of decision makers and individuals."

Reveal Roadmap Approach. This is a big bang moment. Technology, availability of data, AI FOMO, and economic uncertainty, is igniting tremendous demand shared by c-suite, investors, and boards. Reveal is a process seeking to unite these stakeholders and provide a shared roadmap forward. We transform data into decisions.

Opportunity. If company builders could unite strategy with quantified targets to define success, and utilize reports to reveal linked outcomes, this would create a powerful feedback loop to share with stakeholder investors and their board. Premium valuation is the reward.

Mike Scarpelli, Snowflake CFO

Reveal’s Community: According to NAICS/SBA data, we estimate there are ~206,000 US based companies with revenues of $10M-$500M. There are 16,000+ additional companies sub- $10M and ~5,000 large companies above our focus segment.

Our target market is the grouping of companies who need the most help with understanding their own data (company building clarity and metrics to drive investor valuation). We believe these companies are in the $10M-$500M annual sales range. This group encompasses businesses with enough traction to have relevant data in addition to small public companies, both of which often struggle to understand what communicates best to investors.

Framework: Our process starts with a workshop that reveals the company roadmap from strategy to key driver metrics. Additional partnered co-pilot services are available for 3-12 month project sprints across specific needs such as go-to- market, FP&A, human resources, and operations functions.

Sample use cases where we apply our framework

Internal Portfolio Development Practice for Private Equity: This could eventually be a spin or standalone offering and may be formalized as software. At $60,000 p/year for operations and reporting implies a market of $12.4B.

Serviceable Addressable Market opportunity: 200 PE companies, each with 100 portfolio companies and 25% participation rate would imply a SAM of $300M per year.

Our Solution. While many dashboards exist, no system has mapped from strategy > quantified targets > to revelation loops internally, reporting externally for shared conviction supporting enterprise value outcomes. The Reveal Roadmap platform would provide three pillars of organizing principle and action.

Strategize Pillar: A user interface with business map for goals and how leaders believe they are linked from multi-year aspirations to daily action. No more uninformed assumptions or revisionist creep. Path and responsibility is explicit.

Actions into Process Roadmap

• Observe strategic priorities from stakeholder goals.
• Orient towards shared value outcomes.
• Decide current state using independent relative benchmarks aligning ability and resources.
• Act by attaching Objectives Key Results, and leading Key Performance Indicators

Target Pillar: Don’t let perfect be the enemy of good. Begin by simply contextualizing and identifying metrics for the business roadmap strategies from existing excel files, powerpoints, and live stream from existing BI tools via iFrame, SDK, and via API from primary applications (CRM, HR, Financial). Simplified and contextualized by C-suites goals and industry best practice metrics, executives can now pull up company-wide resources in any meeting and immediately inject data into their decisions. Data informed decisions become practice, not theory.

Actions into Process Targets

• Observe internal data quality and availability.
• Orient dashboards and analytics to align with strategy & reporting functions.
• Decide which new capabilities and resources should be created.
• Act by aligning streamlined workflows and data to empower decision makers for clear opportunity.

Reveal Pillar: Provide best practice reporting according to playbooks from relevant sponsor (private equity, or industry format) on what was intended from selected strategies, the targets used, and the actual outcomes…thus creating explicit feedback loops which can be shared with stakeholders: internal company leaders, the board, and investors for shared revelation and reward.

Actions into Process and Reporting Revelation

• Observe outcomes relative to intended strategy.
• Orient key reporting metrics for applicable stakeholders.
• Decide which insights and revelations drive next actions.
• Act by providing consistent reports to stakeholder groups for shared vision and economic success.

Outcome: The Reveal Roadmap Process accomplishes shared vision and execution from top to edge, for communication across front line, c-suite, board, and investors.

Currently, while many solutions provide pieces of the puzzle, none explicitly create such linkage and clarity from aspiration to enterprise value.

While many dream of using next level AI potential, the dirty secret is that infrastructure must be organized to make this priority real. Our processes create clear incentives available today – while future proofing for tomorrow.

A Carrot! Once processes are clear and data is mapped, the clarity coming out of the business (often referred to as data exhaust coming off the business engine) can be aggregated and anonymized as market insight. Market buyers are often paying $200k - $2M PER YEAR PER BUYER. This is a potentially dramatic source of capital for young businesses, and tangible reward for leaders weighing how to justify upgrading company analytics and decision processes.

Current Progress: Over the last several years, Anduril Partners has been working with clients from early launch to public companies. The challenges of aligning strategies, identifying effective metrics, learning from the outcomes, and communicating these to stakeholders has emerged as a consistent challenge and need. The puzzle pieces are consistently available, but have lacked consistent scalable process for organizing and applying solutions (shown here on the right). The concept of a consistent revealed roadmap to guide this journey emerged.

History. Background includes decades of decision making at scale in asset management particularly influenced by tenure at Goldman Sachs, company building, and analytics expertise. Our perspective is uniquely informed being in the center of data best practices throughout business and finance.

Conclusion and ASK. We are interested in developing this opportunity with private equity communities across portfolio company operating and reporting needs. Let’s build.

ENGAGEMENT ROADMAP

MILESTONE 1 Crystalize Company “Why”, Stakeholders, Mandate

MILESTONE 2 Data Literacy, and determine operational functional framework

MILESTONE 3 Establish Business Roadmap encoded in software with OKRs and leading indicators

MILESTONE 4 Map files, data store APIs, and existing BI dashboards to business map goals

MILESTONE 5 Choose playbook operating system reporting frameworks

MILESTONE 6 Reveal outcome progress for next actions and shared journey for valuation reward