Early access — founding cohort open

Agentic AI and Human Teams That Run Your Business Improvement Playbooks

Our agentic teams create your roadmap. Our human experts implement them.

Founding cohort — limited spots available

How Performis works

1

Describe your challenge

Aria, our AI coordinator, runs a short intake to understand your business situation and routes you to the right expert playbook.

2

Agents run the engagement

Specialist AI agents execute each phase — analysis, benchmarking, deliverable production — on a structured track, not a blank slate.

3

Experts close the gap

Connect with vetted human consultants from our expert network to implement the roadmap and drive measurable outcomes.

Built differently, by design

Expert playbooks, not blank-slate strategy

Every engagement runs a structured playbook built from proven improvement patterns. No starting from zero. No generic frameworks.

AI agents that actually do the work

Specialist agents run analysis, surface benchmarks, and produce board-ready deliverables. You direct the engagement — not grind through it.

Roadmap in one session, not months

Traditional consulting delivers a strategy in 3–6 months. Performis delivers a structured, prioritized action plan in your first engagement.

Available playbooks

Currently onboarding the founding cohort for these engagements.

Commercial Excellence

Sales Operations & Revenue Growth

Revenue engine optimization — pipeline velocity, pricing strategy, sales process design, and GTM alignment.

Revenue GrowthSales OpsPricing

Organizational Design

Structure & Capability Development

Spans of control, reporting structures, role clarity, and targeted capability gap remediation.

Org StructureTalentEfficiency

Data Analytics Strategy

Analytics Maturity & Tech Stack

Analytics infrastructure, data governance, tooling decisions, and a prioritized capability roadmap.

DataAnalyticsTechnology

Financial Health Assessment

Profitability & Working Capital

Cash conversion, margin analysis, working capital efficiency, and financial performance benchmarking.

FinanceCash FlowKPIs

Public Investment Analysis

Superinvestor Research & Valuation

Deep-dive public markets research — business quality assessment, competitive moat analysis, owner earnings, and multi-method valuation.

Public MarketsValuationEquity Research

Real Estate Investment

Acquisition Underwriting & Deal Structuring

End-to-end acquisition analysis — market assessment, financial underwriting, deal structuring, and LOI preparation.

Real EstateUnderwritingAcquisitions

Common questions

Ready to run your first playbook?

Join the founding cohort. We're onboarding companies now.