Power your operationsto the top of your industry.

Built for operators who want to back their teams with specialist agents — diagnosing problems, analyzing solutions, executing workplans, tracking quality, and continuously learning as they go.

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How Performis works

01

Describe your challenge

Answer a few questions about your business situation. We identify the right Business Solution and scope it to your specific problem — one session, not months of consultant prep work.

02

Agentic teams develop the plan

A dedicated team of specialists executes each phase — analysis against curated market data, peer benchmarking, and deliverable production — shaped to your business specifically, never templated.

03

The same team keeps it on track

Your specialist team doesn't hand off and disappear — it delivers the plan, then checks in on a real cadence, tracking the KPIs that matter and flagging what's moved. Want outside hands on a specific initiative? Our Expert Network is there when you ask for it — never a required next step.

Examples of Business Solutions built to address your challenges

Functions
Industries
Challenge

Cash flow is unpredictable and margins are eroding.

Business Solution

Pinpoint exactly where cash and margin are leaking — and what to do about it.

Financial Health Assessment

Cash conversion cycle analysis, margin decomposition, and working capital benchmarking to pinpoint exactly what's driving underperformance and where to act.

Challenge

You've acquired or grown a business but haven't unlocked its full potential.

Business Solution

Build the 100-day plan and 3-year EBITDA bridge to unlock the value you acquired.

Value Creation Plan

100-day value creation planning — EBITDA bridge, priority initiative sequencing, and a 3-year roadmap across revenue, cost, and organizational levers.

Challenge

Cash is tied up in the business and you can't see exactly why.

Business Solution

Free up trapped cash across AR, AP, and inventory — quantified in dollars.

Working Capital Optimization

DSO, DIO, and DPO benchmarking, cash conversion cycle analysis, and a prioritized action plan to free up cash without disrupting operations.

Challenge

You're about to commit capital and need an IC-memo-ready recommendation, fast.

Business Solution

Deliver an IC-memo-ready buy-side recommendation in days, not weeks.

PE Due Diligence

Five-workstream buy-side diligence — commercial (revenue quality, customer concentration, moat), financial (EBITDA normalization, FCF quality, working capital), management (PE readiness, key-man risk), market (TAM validation), and risk — producing a 3-scenario valuation model and a full IC memo.

Challenge

You're leaving margin on the table without knowing where or why.

Business Solution

Recover lost margin SKU by SKU, without giving up revenue.

Pricing & Margin Optimization

SKU-level profitability decomposition across price, volume, mix, and cost drivers — with a prioritized action plan to recover margin without losing revenue.

Challenge

The board wants an AI roadmap but you don't know which workflows are actually ready.

Business Solution

Rank your highest-value AI opportunities by dollar impact and buildability.

Agentic Transformation

Structured workflow inventory across five departments using the Performis Method, five-dimension scoring, ranked qualified shortlist with dollar estimates, disqualification register, and a Build/Partner/Buy transformation roadmap with project tear-sheets.

Showing 6 of 6 Business Solutions

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Industries

Agentic led workflows tailored to your industry's operations.

Specialized solutions for industry requirements, not a generic tool with an industry label on it.

Healthcare

Revenue cycle optimization

Stop Negotiating Blind

Legal

Calendaring risk elimination for defense litigation

Stay Ahead of Every Deadline

Manufacturing

Shop-floor risk surveillance

Catch Delivery Risk Before It Costs You

11 live Finance Business Solutions, plus industry-specific builds above

Explore by industry →

The Team

38 specialists. Deep expertise. One platform.

Continuously trained through Performis University

Every Business Solution is run by purpose-built experts — not a generalist AI. Each specialist is trained and continuously improved through Performis University.

RI
ReidFinance

Working Capital & Cash Flow Optimization Specialist

Unlocks trapped cash by decomposing every AR, inventory, and AP lever — quantified in dollars, not percentages.

CH
ChrisFinance

Financial Analysis Specialist

Diagnoses private company financial health across five analytical lenses — cash, margins, capital efficiency, and growth quality.

TA
TaylorCommercial

Commercial Excellence Analyst

Diagnoses revenue engine failure — pipeline health, territory design, and RevOps maturity.

HA
HaydenPeople & Org

Organizational Design Analyst

Redesigns org structure around performance — spans of control, headcount benchmarking, and workforce mix.

PI
PriyaHealthcare

Revenue Cycle Optimization Specialist

Accelerates healthcare cash collections by diagnosing denial root causes and benchmarking payer contracts.

DR
DrewFinance

CFO Function & Finance Transformation Specialist

Assesses and rebuilds finance functions across all eight domains — from close cycle to FP&A to strategic business partnering.

Showing 6 of 38 specialists

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Common questions

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