Operational Frameworks for Industrial Operators

Built by the operator.
Deployed by the operator.

Governance frameworks, KPI dashboards, EBITDA bridges, and PMO playbooks built by a former Managing Director with 20+ years running PE-backed industrial platforms. Twelve tools, one operating architecture. No consulting engagement required.

Platform Track Record
$500M+
Industrial services platform under direct P&L ownership
89
R&D consulting engagements — $1B+ aggregate credit exposure
21%
Operating margin achieved; 27% gross margin through governance discipline
$200M+
Capital project oversight with 80% TRIR reduction
Big 4: KPMG + EY
MBA — University of Georgia
M.S. Engineering Management
Lean Six Sigma Black Belt
PMP (Exam Pending)
AI for Business — Wharton
AI Foundations — Oxford Saïd
PE-Backed Platform Operator

Twelve frameworks. One operating architecture.

Each product is a standalone deployment tool — not a slide deck, not a whitepaper. Built from the systems actually used to run a $500M industrial platform and 89 consulting engagements at KPMG and EY.

PDF · Diagnostic

PE-Backed Operations Governance Audit Checklist

A 150-point diagnostic built for PE portco operators who need to assess governance gaps before the next LP update.

Excel · Dashboard

Industrial KPI Dashboard

A pre-built Excel dashboard tracking the 24 KPIs that PE sponsors actually review — operational, financial, and safety metrics in one view.

PDF · Playbook

PE-Backed PMO Rebuild Playbook

A 90-day rebuild framework for PMOs that are reporting activity instead of controlling outcomes. Phased execution, governance gates, stakeholder alignment built in.

Excel · Financial Model

EBITDA Bridge Framework

A structured Excel model for explaining EBITDA variance — the format PE sponsors expect in board decks and monthly operating reviews.

Excel / PDF · Template

Investor Reporting Structure Template

The exact reporting architecture — cadence, format, metrics, and narrative structure — used in monthly LP updates for a $500M industrial platform.

All twelve frameworks. One operating architecture.

View All Products

Built for operators running PE-backed platforms.

Not for consultants. Not for aspiring managers. For the ops leaders already in the seat — who need the architecture, not the theory.

  • Operations Directors and COOs at PE-backed industrial and field services companies ($10M–$150M revenue)
  • Platform operators post-acquisition who need governance infrastructure in 30–90 days
  • PMO leads rebuilding a reporting structure that lost credibility with the sponsor
  • Ops managers preparing for a board meeting, QBR, or LP update without a finance team
  • Industrial operators at niche manufacturers managing capital projects with no PMO framework
"Most governance frameworks are written by people who've never had to defend EBITDA variance on a Tuesday morning call with a PE sponsor. These were built in that room."

The operating architecture PE sponsors expect.
Available today.

Every framework is immediately deployable. No customization required before first use. No consulting engagement, no kickoff call.

Calculators & Assessments

Instant results. No email required for calculators. Built with the same methodology behind the full framework library.

Calculator
TRIR Calculator
Calculate your Total Recordable Incident Rate and benchmark against PE sponsor thresholds.
Calculator
R&D Tax Credit Estimator
Estimate your IRC §41 credit exposure based on qualified research expenditures.
Calculator
EBITDA Bridge Calculator
Decompose your EBITDA variance into quantified driver categories with a visual waterfall.
Assessment
AI Readiness Scorecard
Score your operational friction across 4 dimensions. 20 questions, under 10 minutes.
Assessment
Governance Audit Quick Check
30-question governance diagnostic across 6 control domains.
Assessment
PMO Quick Check
10-question PMO maturity assessment with instant scoring.