Board plans · Capital allocation · Acquisitions · Integrations · Restructuring

Decision-Grade Forecast Builds for Expensive Corporate Decisions

I help executive teams determine whether the forecast behind a board plan, acquisition, integration, growth move, or restructuring is safe enough to rely on.

No systems access required. Built from offline Excel models, board decks, flat-file exports, assumptions, and non-PII planning materials.

Executive proof assets

Eight short PDFs for board-visible forecast risk.

Use these to see the diagnostic logic, SaaS failure points, forecast architecture, assumptions accountability, build outputs, and commercial path.

PDF 01

Board Decision at Risk

Why forecast failures become board, IC, lender, or integration credibility problems.

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PDF 02

Where SaaS Board Forecasts Break

Six SaaS forecast failure points: pipeline, capacity, onboarding, win rate, expansion, and scenarios.

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PDF 03

Executive Finding: Supportable Range

Composite case showing a $122M ARR board target versus a $108M to $112M supportable range.

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PDF 04

Forecast Architecture Driver Model

Before and after view of target math versus a decision-grade driver and constraint model.

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PDF 05

Assumptions Accountability Register

Owner, evidence, break condition, value at risk, and decision implication for material assumptions.

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PDF 06

Strategic Forecast Build Outputs

What the $125k to $145k build produces: model, governance, board narrative, and readout.

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Where forecasts break

The danger is rarely the spreadsheet. It is what the spreadsheet hides.

Weak forecasts fail when targets, assumptions, judgment calls, capacity limits, and external dependencies get blended into one confident answer.

Open SaaS failure-points PDF
01Assumption ownership

No clear executive owner for the assumptions that move the plan.

02Constraint blindness

Revenue scenarios ignore hiring, capacity, timing, supply, or integration limits.

03Scenario weakness

Upside, base, and downside are percentages instead of different operating realities.

04Decision ambiguity

The forecast does not clarify what the board, IC, lender, or executive team must decide.

Public Q1 ladder

Three public offers. One path to a board-ready forecast.

Start with risk, move to architecture, then build the decision model.

01 · First paid yes

Forecast Readiness Diagnostic

$6,500 · 5 business days

Find whether the forecast is board-safe, board-risky, or board-dangerous before bigger work begins.

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03 · Main build

Strategic Forecast Build

$125K to $145K · 5 to 6 weeks

Build a driver-based, board-ready forecast that connects outcomes to assumptions, drivers, constraints, and accountability.

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Free scorecard

Find where the forecast will break before the board does.

The Executive Forecast Red-Flag Scorecard checks assumptions, constraints, drivers, scenarios, timing, baselines, traceability, and decision clarity.

Get the Forecast Red-Flag Scorecard