PTriton Investment AdvisorsExecutive Cockpit
Daily Briefing● Live · governed data

Friday, July 17, 2026

Today's focus: Reviewscore outcomes, reset the bridge. The day's plan leads; the rest of the week follows.

Cash target
$-1.7M
Profit target
+$21.2M
Live market
Pulling live materials, commodities & rates…

Your daily value-creation plan, cash-first — every goal sized and owned. Check goals off to feed the bridge; open ▸ play & evidence on any card for the steps and the numbers.

Revenue YTD
$34M
▲ 17% vs last year
Blended GM
54%
gross margin
EBITDA margin
32%
$11M profit
Open AR
$0.6M
24d to collect
Stuck proposals
2
$0.1M deciding
Pipeline
$14M
incl. $60M cross-sell

The week ahead · CEO value-creation plan

Themed cash-first · grounded in Triton Investment Advisors's governed data · enterprise value at 10× profit (assumption)

Cash to unlock · collections
$-2.2M
+$-0.2M/yr carry saved
Profit · margin & integration
+$21.2M
≈ $212M enterprise value
Cash out · supplier terms
$0.6M
modeled, paying to terms
Growth · cross-sell at stake
$60M
$15M weighted (25% won)
Value-creation bridge · this week
$0M captured of $19.5M target · 0%

Target this week: $-1.7M cash + +$21.2M profit (≈ $212M enterprise value). Captured rises as goals are checked off below.

Friday scorecard · today
0/1 achieved · 0%

The week, day by day

Score the week's bridge — rate every committed play worked / neutral / failed
Close the loop on each goal; carry the misses into next week's plan.
CadenceWeekly
🎯 Target: 100% of committed decisions rated by end of Friday.
⏱ Why now: Friday close-out is what turns a plan into a tracked value-creation bridge week over week.
👤 Owner: CEO · Leadership team

Signals to watch

Leading indicators · one number, the action it implies

🏢 Customer 360
Top 10 = 1.7% of revenue

Camcom alone is $0.1M (0.3%). Concentration is low — defend the top accounts and widen the next tier.

🔁 Recurring Revenue
82% recurring vs 45% target

Integration installs without monitoring. Attach it to convert one-time work into income that recurs — and lift the mix toward target.

Sales Velocity
Proposals are the slowest stage

$0.1M (PagarBook) and $0.0M (Kaiser) are sitting in Proposal. Enforce dated next steps before they age out.

🔧 Service Capacity
71% technician productive time

7 points of idle field capacity against the 78% target. Fill it before hiring — every billable hour drops to margin.