PClient AssociatesExecutive Cockpit

Client Associates · Strategic Command Center

One executive screen — KPIs, smart alerts, the exhibits, the operations heatmap, and what's on track. Every figure live off the governed dataset.

Client Associates · FY26 (modeled)
India's largest multi-family office
296 employees · 0+ US sites · 1 countries
Executive read· the answer, then the moves

Revenue $242M (▲6.1%) and $93M EBITDA at 38.5% margin keep the plan on track — but 4 of 7 acquisitions are still integrating and DSO sits at 24d. Bank the +$0.7M synergy already captured by finishing integration before the buyer's diligence.

8 of 8 headline metrics improving vs prior · still off target: Revenue ₹242Cr vs ₹260Cr, EBITDA ₹93Cr vs ₹100Cr, EBITDA Margin 38.5% vs 40.0%

Do now — ranked by urgency
  1. 1
    Covenant headroom 0.9× (lev 4.6× vs 5.5×)Act now
    Why it matters

    Sets deal capacity and refinancing risk.

    What's driving it
    • Q1 (act)
    • Signal: Threshold
    FYI
    • Net-debt/EBITDA 4.6× against a 5.5× ceiling.
    • Owner: CFO · Treasury
  2. 2
    Finish integrating the in-flight cohortsWatch
    Why it matters

    4 of 7 acquisitions remain unabsorbed; the +$0.7M EBITDA captured so far is the synergy at stake if integration stalls.

    What's driving it
    • 4 of 7 cohorts not yet Integrated
    • +$0.7M EBITDA uplift captured since purchase
    FYI
    • Revenue $242M ▲6.1%; EBITDA margin 38.5%
    • Owner: COO · Integration PMO
  3. 3
    Pull DSO back to targetWatch
    Why it matters

    DSO at 24d ties up working capital that funds the flywheel; net debt/EBITDA is 0.18x.

    What's driving it
    • DSO 24d
    • Net debt/EBITDA 0.18x
    • 4 of 10 board goals off On-track
    FYI
    • NRR 97%; recurring mix 63%
    • 8 smart alerts flagged across 6 regions
  4. 4
    Bengaluru region margin driftWatch
    Why it matters

    Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.

    What's driving it
    • Region GM
    • Signal: Alert
    FYI

    Bengaluru GM 200bps below plan amid RFI/ISC integration drag.

💎 Board Value Creation JourneyStep 3 of 7 · is the consolidated business on track?Value Creation DashboardFinance 360All journeys
Revenue
₹242Cr
▲ 6.1% vs priorTarget ₹260Cr
EBITDA
₹93Cr
▲ 6.9% vs priorTarget ₹100Cr
EBITDA Margin
38.5%
▲ 6.4% vs priorTarget 40.0%
Recurring Revenue
₹154Cr
▲ 4.8% vs priorTarget ₹160Cr
Revenue Growth
6.1%
▲ 5.2% vs priorTarget 7.5%
Net Revenue Retention
97.0%
▲ 2.1% vs priorTarget 99.0%
DSO
24d
▼ 11.1% vs priorTarget 22d
Net Debt/EBITDA
0.2x
▼ 18.2% vs priorTarget 0.1x
Smart Alerts

Flagged issues that need attention

Automatically detected and persona-routed — click any alert to open the 360 that owns it and act.

ceo · Region GMWatch
Bengaluru region margin drift
Bengaluru GM 200bps below plan amid RFI/ISC integration drag.
Do: Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.
ceo · PipelineOpportunity
Gupta Enterprises expansion → $12.5M opportunity
News signal converted to qualified, credit-cleared multi-region pursuit.
Do: Prioritize solution design; align certified-tech coverage in new metros.
cfo · DSOWatch
3 brands running DSO > 65 days
ISC (67d), CA Real Estate Advisory (66d), Chaudhary Family account (67d) lifting blended DSO.
Do: Targeted collections sprint on $0.9M; tighten milestone billing on ISC projects.
cfo · Overdue ARRisk
Chaudhary Family credit exposure
Distress filings + overdue AR; churn risk High on $6.4M account.
Do: Move to credit hold pending paydown; reforecast ARR net of likely churn.
cfo · LeverageOpportunity
Covenant headroom improving
Net Debt/EBITDA 4.2x vs 5.5x covenant; liquidity $132M.
Do: Capacity exists for 1–2 tuck-in acquisitions this fiscal year.
board · SynergyWatch
ECD synergy realization behind plan
Synergy at 78% of model; integration 80% complete.
Do: Hold management to 90-day synergy recovery plan; track at next board meeting.
board · Cohort EBITDAOpportunity
2023 cohort EBITDA uplift validated
AFA/RFI cohort margin expanded ~500bps post-integration.
Do: Thesis intact; continue disciplined roll-up at <5.5x leverage.
board · Recurring MixWatch
Recurring mix below 45% target
Recurring 40% vs 45% strategic target; Integration BU dilutive.
Do: Push subscription/Miles PMS attach on Integration installs.
Exhibit 1

Revenue & EBITDA — monthly trend

Consolidated, all brands (USD) · $242M revenue · 38.5% margin

Exhibit 2

Revenue share by business

Security · Fire Safety · Integration

Wealth Advisory45%
Portfolio Management35%
Investment Banking20%
Exhibit 3

Regional performance

Click into Org Group 360 to drill region → brand → office

RegionSitesRevenueShareStatus
Mumbai13$5.5M2.3%On track
Delhi NCR12$5.1M2.1%On track
Bengaluru13$4.7M2.0%Watch
Chennai12$4.1M1.7%Watch
Kolkata10$3.8M1.6%Watch
Hyderabad7$1.0M0.4%Watch
Drill the group →
Exhibit 4

Acquisition cohorts — revenue & state

+$0.7M EBITDA captured since purchase

Green = integrated · amber = in progress · red = early. Client & Portfolio 360 →

Exhibit 5

KPI scorecard — actual vs target

Board-approved targets; current values auto-calculated from live data

ObjectiveKPICurrentTargetProgressStatus
Run one operating model across every brandPlatform integrated78%100%
78%
On track
Bank the cost synergies promised in each dealSynergy realized78%100%
78%
On track
Sell the whole platform into single-service accountsRecurring mix40%45%
89%
Behind
Reaccelerate disciplined tuck-ins (Central US, cyber, intl)Targets in funnel7#12#
58%
On track
Deliver 10%+ organic growth via account developmentOrganic growth8%10%
80%
Behind
Grow the annuity (RMR / ARR)ARR314$M360$M
87%
On track
Expand EBITDA margin through scale & synergyEBITDA margin14.8%17%
87%
On track
Close the NICET-certified technician gapCertified techs86%92%
93%
Behind
Retain & expand the base (platform-first experience)Net retention106%110%
96%
On track
Free working capital to fund the flywheelDSO54d48d
89%
Behind
Global Operations Heatmap

The footprint at a glance

Each dot is an office. Colour = operational health (green = healthy · amber = watch · red = at risk). Hover for detail; open Site 360 to act on one.

Continental U.S. network · 60 sites
HealthyWatchAt riskHQ
Hyderabad · 23 countries, 3 continents
Toronto (CAN)$0.28M
London (GBR)$0.22M
Frankfurt (DEU)$0.15M
Dublin (IRL)$0.12M
Singapore (SGP)$0.12M
Tokyo (JPN)$0.09M
Execution Hub · Action items

What needs a decision

The team's live queue — assign, snooze, resolve.

Action items are managed in Today — your role-filtered decision queue, each with an owner and an action that persists to the audit trail.