Analyze. Assess. Execute.Agentic Performance Improvement Playbooks for Companies and Investors.
Our agentic teams analyze and create a custom action plan. Our vetted experts can help you implement it.
Request Early AccessHow Performis works
Describe your challenge
Answer a few questions about your business situation. We identify the right playbook and scope the engagement to your specific problem.
Agentic teams develop the solution
A dedicated team of specialists executes each phase — analysis against curated market data, peer benchmarking, and deliverable production — on a structured track, not a blank slate.
Human experts help implement
Connect with vetted human consultants to implement the roadmap and drive measurable outcomes across your business.
Data Layer
Playbooks powered by curated market data.
Every analysis is grounded in real-world data — not assumptions. Our platform curates market data across industries, public markets, and real estate to ensure every recommendation is benchmarked against what's actually happening in your sector.
Industry benchmarks
Margin, cash conversion, and working capital benchmarks by sector and company size — so your performance is measured against real peers, not generic rules of thumb.
Public markets data
SEC filings, earnings, ownership data, and valuation multiples drawn from live market sources and synthesized into each investment playbook.
Real estate market signals
Comp transactions, AMI rent data, DSCR benchmarks, and cap rate analysis for acquisition and underwriting playbooks.
Examples of our playbooks to address your business challenges
The board wants an AI roadmap but you don't know which workflows are actually ready.
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.
You're about to commit capital and need an IC-memo-ready recommendation, fast.
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.
You've acquired or grown a business but haven't unlocked its full potential.
100-day value creation planning — EBITDA bridge, priority initiative sequencing, and a 3-year roadmap across revenue, cost, and organizational levers.
Cash flow is unpredictable and margins are eroding.
Cash conversion cycle analysis, margin decomposition, and working capital benchmarking to pinpoint exactly what's driving underperformance and where to act.
You're leaving margin on the table without knowing where or why.
SKU-level profitability decomposition across price, volume, mix, and cost drivers — with a prioritized action plan to recover margin without losing revenue.
Cash is tied up in the business and you can't see exactly why.
DSO, DIO, and DPO benchmarking, cash conversion cycle analysis, and a prioritized action plan to free up cash without disrupting operations.
Showing 6 of 19 playbooks
Browse full library →The Team
38 specialists. Deep expertise. One platform.
Continuously trained through Performis UniversityEvery engagement is run by purpose-built experts — not a generalist AI. Each specialist is trained and continuously improved through Performis University.
PE Investment Thesis and Value Creation Lead
Leads PE value creation from entry to exit — EBITDA bridge construction and 100-day plan development.
Financial Analysis Specialist
Diagnoses private company financial health across five analytical lenses — cash, margins, capital efficiency, and growth quality.
Commercial Excellence Analyst
Diagnoses revenue engine failure — pipeline health, territory design, and RevOps maturity.
Organizational Design Analyst
Redesigns org structure around performance — spans of control, headcount benchmarking, and workforce mix.
Revenue Cycle Optimization Specialist
Accelerates healthcare cash collections by diagnosing denial root causes and benchmarking payer contracts.
Valuation & Risk Specialist
Builds multi-method valuations with margin of safety — DCF, P/E, EV/EBITDA, and reverse DCF.
Showing 6 of 38 specialists
Meet the full team →One session.
A structured, prioritized action plan in your first engagement — not 3–6 months of consultant prep work.
Fully customized.
Every playbook develops a customized solution. Playbooks are designed by our experienced team of business professionals. A clear track, not a vague framework.
AI + human.
Agents run the analysis and produce board-ready deliverables. Vetted experts handle implementation when you're ready.
Real market data.
Every playbook is informed by curated market data — industry benchmarks, peer group KPIs, and sector-specific signals. Your plan is built on what's actually happening in your market.
Common questions
Ready to run your first playbook?
Join the founding cohort. We're onboarding companies now.