The roll-up lens — proving the thesis deal by deal, and surfacing the integration drag that holds margin back.
The roll-up thesis is working — +$1.83M of EBITDA captured and 74% of synergy banked — but 4 in-flight businesses ($12.610000000000001M revenue) still hold margin back. Finish their cutover to close the gap to 100% synergy, the highest-return work in the company.
4 of 4 headline metrics improving vs prior · still off target: Value Creation Realized 7.2% vs 8.0%, EBITDA Margin 36.7% vs 38.0%, DSO 13d vs 11d
Avg synergy is only 74% of plan banked; the unrealized balance is EBITDA already underwritten but not yet captured.
Fund Admin System is the weakest cohort on synergy capture; a 90-day savings plan on the gap is unrealized EBITDA.
Move to credit hold pending paydown; reforecast ARR net of likely churn.
Distress filings + overdue AR; churn risk High on $6.4M account.
Gates the cohort cutover (and the exit).
Pavion is built by acquisition. This view shows, for each business bought, what we paid for vs what it earns now — and flags the ones still mid-integration where ~+$21M of profit, faster cash and lower churn are still on the table.
Finishing the 4 in-flight businesses (NRI Wealth Portfolio, CRM / KYC Portal, Portfolio Management, Fund Admin System) closes the gap to 100% — the single highest-return work in the company.
Each card: what changed since purchase, how far integration has gone, and the next move.
Each cohort ranked within the set on five KPIs (direction per metric), then a composite Overall Rank from summed rank points — the dashboard's RANKX leaderboard. Top & bottom highlighted.
| Overall | Unit | Revenue↑ better | EBITDA %↑ better | ARR↑ better | Synergy %↑ better | DSO gain↑ better | Rank pts |
|---|---|---|---|---|---|---|---|
| 1 | ELSS Fund A | $7M#1 | 1%#1 | $4M#1 | 88%#3 | 12d#2 | 8 |
| 2 | Hybrid Fund B | $3M#5 | 1%#2 | $1M#5 | 92%#1 | 13d#1 | 14 |
| 3 | NRI Wealth Portfolio | $4M#2 | 1%#3 | $1M#2 | 74%#5 | 9d#5 | 17 |
| 4 | Tax-Saving Fixed Deposit | $2M#7 | 1%#3 | $1M#7 | 90%#2 | 12d#2 | 21 |
| 4 | Portfolio Management | $3M#4 | 1%#5 | $1M#4 | 78%#4 | 11d#4 | 21 |
| 6 | CRM / KYC Portal | $3M#3 | 1%#6 | $1M#3 | 55%#6 | 6d#6 | 24 |
| 7 | Fund Admin System | $2M#6 | 1%#7 | $1M#6 | 40%#7 | 3d#7 | 33 |
Higher EBITDA %, revenue, ARR and synergy rank better; DSO gain = days of receivables improvement since acquisition (more = better). Composite rank points are the sum of the five per-KPI ranks (lower = better).
As-acquired → current across EBITDA, DSO, integration and synergy.
| Brand | Yr | Revenue | ARR | EBITDA % | DSO | Integrated | Synergy | Status |
|---|---|---|---|---|---|---|---|---|
| Hybrid Fund B | 2021 | $2.6M | $0.92M | 0.69→1.07 | 71→58d | 100% | 92% | Integrated |
| Tax-Saving Fixed Deposit | 2021 | $1.68M | $0.61M | 0.61→0.99 | 66→54d | 100% | 90% | Integrated |
| ELSS Fund A | 2022 | $7.34M | $3.97M | 0.84→1.22 | 68→56d | 95% | 88% | Integrated |
| NRI Wealth Portfolio | 2023 | $4.43M | $1.45M | 0.76→0.99 | 70→61d | 82% | 74% | In progress |
| CRM / KYC Portal | 2024 | $3.13M | $1.07M | 0.69→0.84 | 73→67d | 60% | 55% | In progress |
| Portfolio Management | 2024 | $2.83M | $0.99M | 0.69→0.92 | 71→60d | 80% | 78% | In progress |
| Fund Admin System | 2024 | $2.22M | $0.69M | 0.61→0.69 | 69→66d | 45% | 40% | Early |