Technology Partner
Chassi: the operating layer built for the exit
Unified data context across ERP, CRM, and billing. No migration or data cleanup required. Modeled from your systems of record, findings delivered in days, kept current through the hold period.
Most PE-backed finance teams spend weeks reconciling data across systems before they can answer a board question. Chassi collapses that cycle by connecting to the ERP, CRM, and billing systems the portco already runs. No migration, no data cleanup. The platform installs in under 30 minutes and first findings land in days, not months. RoboCFO pairs that data layer with structured finance advisory built for PE hold-period economics. Your CFO gets reconciled analytics and board-ready reporting without a warehouse project or a new headcount req.
40+ deployments across PE-backed portfolio companies, working with firms including Permira, Thoma Bravo, Hg, and more. SOC 2 Type 2 and ISO/IEC 27001:2022 certified.
Across 40+ deployments
What Chassi finds per $100M in ARR
Based on direct analysis of operational data across the past 12 months. No manual input, no survey data, no guesswork.
$6.5M
in free cash flow opportunities
per $100M ARR
$2.2M
in preventable revenue leakage
per $100M ARR
20–25%
of customers flagged as churn risk
per deployment
30–40%
of customers show clear expansion potential
per deployment
“Before Chassi, understanding churn, expansion, and ARR dynamics meant manual work or outside consultants. Now I can analyze our snowball by customer segment or cohort with a few clicks.”
Ryan Mason
CFO, Trackforce
Capability
Revenue Leakage
Quantified visibility into where contracted revenue doesn’t make it to collected cash.
- ●Leakage calculator sized by product, segment, and terms
- ●CRM-to-ERP reconciled mappings: booked, billed, paid lineage
- ●Underbilling, missed uplifts, and credit memo patterns at the line-item level
- ●Prioritized backlog with owners and expected cash impact
Trackforce
$75M ARR · Vertical SaaS
$200K
Cost savings
$3M+
EBITDA improvement
Challenge
No clean method to tie what the sales team booked in CRM to what was invoiced in the billing system. Deals were structured with custom pricing, multi-year commitments, and mid-term amendments that never made it accurately into the billing layer.
Result
Replaced the manual reporting process, saving $200K in headcount and Tableau. Identified missed billings, unbilled price increases, and customers incorrectly marked as churn. All recoverable EBITDA improvements.
Capability
Working Capital
Step-level visibility into where cash gets stuck across O2C and P2P.
- ●2×2 of actions ranked by cash impact vs. implementation complexity
- ●DSO Simulator outputs tied to specific process steps
- ●Terms optimization recommendations with dollar impact by vendor and segment
- ●Booked-to-billed-to-paid lineage and exception tables
Hg Portfolio Company
$90M ARR · Software
$7.4M
FCF improvement
15 days
Improved cycle times
Challenge
No systematic visibility into the gaps across the order-to-cash cycle. Invoice creation was occurring nearly 30 days after billing period start, Net 30 payables were being paid eight days early on average, and credit memo tracking lacked consistent reason codes.
Result
Identified up to $7.4M in recoverable free cash flow across receivables and payables, plus the ability to pinpoint customer segments that needed process fixes.
Capability
Snowball: ARR Reconciliation
Automated ARR reporting reconciled at the customer level. Always current, always segmentable.
- ●Reconciled MoM ARR by customer: new, expansion, contraction, and churn from billing, not CRM
- ●Trends view with segment comparisons across product, cohort, and business unit
- ●NRR, GRR, and primary SaaS metrics derived from one reconciled source
- ●Booked vs. invoiced reconciliation: contracted value matched to actual billed ARR
Permira Portfolio Company
$400M ARR · Hardware, SaaS, Fleet Tech
GRR
New visibility
2
Reduced headcount
Challenge
Mixed hardware and recurring SaaS across fleet tracking with no consistent revenue categorization. Leadership could not produce a reliable Gross Revenue Retention metric, a critical KPI for investor reporting and exit readiness.
Result
Took out two headcount by automating the manual process and reporting. Now automates board reporting around lead-to-cash and calculates key metrics from CRM and ERP directly.
How we work together
Practitioner advisory meets portfolio data platform
RoboCFO brings PE relationships, finance domain expertise, and structured engagement methodology. Chassi brings the data platform and engineering capacity to unify portfolio data in days, not quarters. The platform connects to existing systems in under 30 minutes with no migration required, so the same deployment model replicates across every portco in the portfolio without a custom build each time.
RoboCFO brings
- →PE deal flow and operating partner relationships
- →Finance function assessment and readiness scoring
- →Post-merger integration planning and execution
- →Engagement structure calibrated to hold-period economics
Chassi brings
- →Context layer that unifies ERP, CRM, billing, and third-party data
- →Lead-to-cash analytics and ARR reconciliation at the customer level
- →Board-level reporting automated from systems of record
- →SOC 2 Type 2 and ISO 27001 certified platform
The combined model means portco CFOs get reconciled data and reporting from week one of an engagement. No waiting for a data warehouse build, a Tableau migration, or an ERP consolidation. Chassi ingests data as-is from the systems the portco already runs and keeps the view current as the business moves. The data layer persists after the engagement ends, so the CFO's team owns it going forward. RoboCFO wraps the output in a structured engagement that ties every insight to an EBITDA-line-of-sight action.
Trusted by innovative, market-leading investors
Talk to us about a Chassi-powered engagement
If your portfolio companies are running on multiple ERPs, billing systems, or CRMs that don’t talk to each other, the RoboCFO + Chassi model gets reconciled ARR, revenue leakage analysis, and board-ready reporting into the CFO’s hands in weeks. The first call is a 60-minute working session covering portfolio shape, hold-period dynamics, and which portcos are best positioned to start. Not a sales pitch.
Ask SAL