PTriton Investment AdvisorsExecutive Cockpit

Triton Investment Advisors · 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.

Triton Investment Advisors · FY26 (modeled)
Top 20 Indian early-stage VC
18 employees · 0+ US sites · 1 countries
Executive read· the answer, then the moves

Revenue $34M (▲17%) and $11M EBITDA at 32% margin keep the plan on track — but 4 of 7 acquisitions are still integrating and DSO sits at 24d. Bank the +$0.1M synergy already captured by finishing integration before the buyer's diligence.

8 of 8 headline metrics improving vs prior · still off target: Fund Management Revenue ₹34Cr vs ₹40Cr, Fund EBITDA ₹11Cr vs ₹13Cr, EBITDA Margin 32.0% vs 35.0%

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 +$0.1M EBITDA captured so far is the synergy at stake if integration stalls.

    What's driving it
    • 4 of 7 cohorts not yet Integrated
    • +$0.1M EBITDA uplift captured since purchase
    FYI
    • Revenue $34M ▲17%; EBITDA margin 32%
    • 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 0.3x.

    What's driving it
    • DSO 24d
    • Net debt/EBITDA 0.3x
    • 4 of 10 board goals off On-track
    FYI
    • NRR 93%; recurring mix 82%
    • 8 smart alerts flagged across 6 regions
  4. 4
    Bangalore 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

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

💎 Fund Value Creation & ExitStep 3 of 7 · is the consolidated business on track?Value CreationFinance 360All journeys
Fund Management Revenue
₹34Cr
▲ 17.2% vs priorTarget ₹40Cr
Fund EBITDA
₹11Cr
▲ 22.2% vs priorTarget ₹13Cr
EBITDA Margin
32.0%
▲ 14.3% vs priorTarget 35.0%
Recurring Fee Income
₹28Cr
▲ 16.7% vs priorTarget ₹32Cr
Revenue Growth
17.0%
▲ 41.7% vs priorTarget 20.0%
Net Retention Rate
93.0%
▲ 3.3% vs priorTarget 95.0%
Days Sales Outstanding
24d
▼ 11.1% vs priorTarget 18d
Net Debt to EBITDA
0.3x
▼ 25.0% vs priorTarget 0.2x
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
Bangalore region margin drift
Bangalore GM 200bps below plan amid RFI/ISC integration drag.
Do: Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.
ceo · PipelineOpportunity
PagarBook 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), PagarBook (66d), Lastaki Advisors account (67d) lifting blended DSO.
Do: Targeted collections sprint on $0.9M; tighten milestone billing on ISC projects.
cfo · Overdue ARRisk
Lastaki Advisors 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/Portfolio Performance Dashboard attach on Integration installs.
Exhibit 1

Revenue & EBITDA — monthly trend

Consolidated, all brands (USD) · $34M revenue · 32% margin

Exhibit 2

Revenue share by business

Security · Fire Safety · Integration

Portfolio Management45%
Deal Sourcing & Evaluation35%
Fund Operations20%
Exhibit 3

Regional performance

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

RegionSitesRevenueShareStatus
Delhi NCR13$1.0M2.8%On track
Mumbai12$0.9M2.6%On track
Bangalore13$0.8M2.4%Watch
Pune12$0.7M2.1%Watch
Hyderabad10$0.7M1.9%Watch
Chennai7$0.2M0.5%Watch
Drill the group →
Exhibit 4

Acquisition cohorts — revenue & state

+$0.1M EBITDA captured since purchase

Green = integrated · amber = in progress · red = early. Brand 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
Chennai · 23 countries, 3 continents
Toronto (CAN)$0.05M
London (GBR)$0.04M
Frankfurt (DEU)$0.03M
Dublin (IRL)$0.02M
Singapore (SGP)$0.02M
Tokyo (JPN)$0.02M
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.