AxiomSync | Platform

Board prep

The board pack that writes itself.

Board prep runs to roughly 14 hours a month, most of it assembling and formatting rather than thinking. AxiomSync drafts the pack: where you stand, what needs attention, what moved and why, and a 90-day view. You edit it instead of building it.

Worked example · illustrativeLast month the brief opened with: gross margin down 3.1 points, traced to eleven accounts on a legacy usage plan whose compute scales 2.4× faster than their price, −$1.4M over four quarters, seven auto-renewals inside 90 days. Written before anyone sat down.

Priority ranking ranks each KPI by consequence, not by the size of the gap.

Business-area view groups critical KPIs by 8 domains with domain-level narratives.

Plain-language narrative grounded in your actual data, never generic commentary.

Hidden signals surface KPIs green on paper but trending red within 1–2 quarters.

executive-brief / march LIVE

76

Company health

Watch · trending up

99 KPIs evaluated · 8 domains

CriticalCAC Payback19.2mo vs 12

WatchDSO54d vs 45

On trackNet Revenue Retention

command-center / today LIVE

Priority actions · ranked

01Gross Marginscore 94

02CAC Paybackscore 88

03DSOscore 71

ViewBoard lens5 VC KPIs

Forty charts, no priorities

The right action, right now.

Triage by hand and the loudest number wins. Here everything is ranked by consequence, so the three things that actually matter this week sit at the top, each with what it is costing you.

Worked example · illustrativeTop of the list this week: average realised price down 6% while list price held, after discount authority moved to the field in Q2. Worth $2.8M a year, and it outranked a larger but static miss in headcount efficiency.

Priority Actions ranked by consequence: a small miss that propagates widely outranks a large one that goes nowhere.

Score breakdown on every critical card, see exactly why a KPI ranked where it did.

Full View and Board View toggle, 5 VC-lens KPIs for investor meetings.

One-click drill-through to root-cause analysis and corrective actions.

“Margin is down three points”

Every gap has a dollar value.

A percentage does not tell a board how much to care. Every gap between plan and actual is priced in annualised dollars and sorted worst first, so the conversation moves to the response rather than the number.

Worked example · illustrativeA four-point gross margin gap decomposed: 61% came from realised-price erosion after discount authority moved to the field, not from cost inflation as assumed. $2.8M a year, and the fix is a policy change rather than a cost programme.

Waterfall chart, all KPI gaps sorted by severity in a single view.

Dollar-quantified gap, annualised revenue impact on every card.

Projection vs actual, refreshed on every sync, showing which KPIs are behind plan.

Root Cause Analysis with drill-through to the causal chain.

bridge / plan-vs-actual LIVE

Gap waterfall · annualised

GapGross Margin-$412k/yr

GapDSO-$188k/yr

forward-signals / 90d LIVE

Regime-aware forecast · confidence band

RegimeRecoveryP50 +8.4%

Early warningCash runway7wk lead

Found in the close, weeks late

See around the corner.

The expensive problems compound quietly for weeks. You get a forward range on every signal rather than one confidently guessed line, and an alert the moment that range crosses something that matters: a covenant, a cash floor, a raise.

Worked example · illustrativeBookings ran ahead of plan while cash fell behind it: the mix moved to annual-billed-in-arrears and stretched cash conversion by 38 days, opening a $2.1M trough three weeks before a funding close. Flagged nine weeks out, while it was still fixable.

Regime-aware forecasting adapts to whether you're growing, recovering, or under stress.

Confidence bands show the range of outcomes, not a single line.

Early warnings catch cash pressure weeks before it hits the P&L.

90-day forward window per KPI, updated with every data refresh.

The question you can’t answer live

Model the answer before the board asks.

“What if we cut costs 15%? What if churn doubles?” Move the levers and the downstream numbers move with them, side by side with your current trajectory. Minutes, not a weekend of spreadsheets.

Worked example · illustrativeCut sales cycle 20%, shift 15% of mix to mid-market, add one CSM: net-new ARR $8.4M → $11.6M, runway 14 → 19.5 months, Rule of 40 38 → 46, recomputed across eleven downstream measures.

7 configurable business levers covering growth, cost, retention, and capital allocation.

11 downstream KPIs recalculated in real time as you move each slider.

Side-by-side comparison of current trajectory vs your proposed scenario.

Export to board pack or push to Decision Log with one click.

scenario / what-if LIVE

Levers · 7 of 7

Headcount growth+12%

Gross churn-1.4%

Pricing+8%

ImpactRunway+3.1mo

trends / heatmap LIVE

12 months × KPIs · % of target

StreakGross Margin3mo below

What a spreadsheet hides

Catch the drift before it lands.

Seasonality, streaks and structural change are invisible month to month. Twelve months of every signal, normalised so they are comparable, with the pattern surfaced rather than left for you to spot.

Worked example · illustrativeContribution margin looked flat to the eye. A structural break of −2.1 points a month had already been in the data for six weeks before the trend line bent.

Raw Values and % of Target toggle for cross-KPI comparison.

Performance radar, outperformance spikes outward, gaps collapse inward.

KPI heatmap, 12 months × 99 KPIs colour-coded vs target.

Consecutive-month streak detection for systematic underperformance.

Why the answer is different

Anyone can tell you what moved. We tell you what moved it.

When a number moves there are always several explanations that fit, and most are coincidences that cost a quarter to disprove. We follow the chain past the plausible ones to the cause that actually holds, however deep it sits. That distance is a market window, and several months of cash. See the approach →

Integrations