Pick your role. The cockpit opens to your home — your decision queue, your guided journey, and the views you live in. You can switch roles any time from the top bar. (Demo login — no password.)
JO Joe Oliveri
President & CEO
Run the enterprise — growth, integration cadence, capital allocation and the value-creation thesis.
🛰 Control Tower 🌐 Enterprise 360 🎯 Strategy & Goals
Sign in as Joe → AZ Abu Zeya
Chief Financial Officer
Margin, cash, leverage and the buyer's view — earnings quality to deleveraging to exit.
💰 Finance 360 💵 Cash 360 🚪 Exit Readiness
Sign in as Abu → SK Sergio Katz
VP, Mergers & Acquisitions
Source, score and sequence deals — and prove the roll-up keeps returning.
🛰 Market Intel & M&A 🤝 M&A Deal 360 🏷 Brand / M&A 360
Sign in as Sergio → SP Susan Post
Chief Transformation Officer · Integration PMO
Finish each acquisition fast — workstreams, blockers, MDM and the data grain.
🧩 Integration 360 🗂 Org Roll-up 360 🧩 Customer Master
Sign in as Susan → TJ Todd Jackson
Chief Revenue Officer
Fill the funnel and convert it to durable recurring revenue and renewals.
📈 Pipeline 360 👥 Customer 360 🔁 Service / Contract 360
Sign in as Todd → KI Keith Ikels
Chief Information Officer
One platform, governed data — source freshness, the semantic mesh and systems cutover.
🩺 Data Health 🧬 Ontology & Mesh 🧩 Integration 360
Sign in as Keith → TR Treasury
Treasury · Working Capital
Daily cash, collections, DPO and covenant headroom that funds the flywheel.
💵 Cash 360 🚪 Exit Readiness 🧩 Customer Master
Sign in as Treasury → WP Wind Point Partners
Board / Owner
Is the thesis working, is it exit-ready, and what does it return?
💎 Value Creation Plan 🚪 Exit Readiness
Sign in as Wind → One governed dataset, seen through each leader's lens. Financial figures are modeled estimates.