The Board Narrative.
Board-ready in 3 days.

An independent, AI-powered commercial and financial intelligence briefing for FMCG executives. Not a data dump. Not a consulting project. A sharp, evidence-backed narrative of where value is being created — and where it's at risk.

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What it answers

Where is the value? Where are the issues? What should the board focus on?

Send us your data. In 3 business days, you get a board-ready briefing that tells you where the value is, where the issues are, and what the board should focus on. Not opinions. Evidence. Not a consulting project. A sharp, fast, independent scan of your commercial and financial reality.

The executive walks into the board meeting with an external, evidence-backed view that demonstrates rigour and transparency. They don't report to the board. They lead the room.

11 analytical dimensions. One narrative.

The client never sees dimensions or frameworks. They experience a commercial intelligence briefing. Behind the scenes, the AI analyses company data across 11 dimensions. These are the engine, not the product.

1

Revenue Quality

Is revenue real, repeatable, resilient? Customer concentration, channel dependency, SKU risk, organic vs. price-driven growth.

2

Brand & Pricing Power

Can this business command a premium? Price gap vs. private label, elasticity, promotional dependency, baseline erosion.

3

Distribution Health

Gaining or losing shelf access? Weighted/numeric trends, rate of sale, listing gains/losses, channel migration.

4

Trade Spend Efficiency

Generating returns or feeding a habit? Promo ROI, baseline erosion, frequency traps, pay-for-performance gaps.

5

Portfolio Vitality

Asset or liability? Zombie SKUs, innovation success rate, cannibalisation, portfolio age, complexity cost.

6

Market Position & Trajectory

Winning, defending, or declining? Share trends, competitive momentum, segment exposure, category growth delta.

7

Gross Margin Architecture

Where is margin made and where is it leaking? By channel/customer/SKU, cost pass-through, mix effects.

8

Commercial Capability

Right tools and structure? KPI coverage, reporting cadence, org vs. complexity, data maturity, key person risk.

9

Earnings Quality

Is profitability real and sustainable? Cash conversion, add-backs, one-offs, revenue recognition timing.

10

Working Capital Health

Balance sheet supporting or masking performance? Inventory trends, receivables, cash cycle, channel stuffing.

11

Operational Resilience

What breaks if one thing goes wrong? Supplier dependency, production concentration, key person risk.

What we need from you

Sent after the scoping call. Key principle: we never delay waiting for perfect data. We work with what's available. We're transparent about gaps.

1

P&L Data

Full P&L, 3 years. Revenue, COGS, gross margin, trade spend, EBITDA. Monthly, by brand.

2

Revenue Breakdown

By customer, channel, SKU/brand, country. Monthly or quarterly. 3 years.

3

Product Master

Full SKU list: brand, category, pack size, launch date, status. Current + historical.

4

Pricing

List/net prices by customer/channel. Price changes over time. By SKU. 3 years.

5

Trade Spend

By customer/channel. Promo calendar. ROI if available. Monthly or by event.

6

Margin Data

By SKU, customer, channel. COGS split if available. Monthly/quarterly. 3 years.

7

Market Data

Share (value+volume), distribution, rate of sale, category size. Monthly. 3 years.

8

Distribution

Listing matrix. Gains/losses. Current + trailing 2 years.

9

Competition

Key competitors, shares, private label trend. Whatever's available.

10

Org & Capability

Commercial org chart. KPIs. Reporting cadence. Current state.

11

Balance Sheet

Monthly. Inventory, receivables, payables. Trailing 12–24 months.

Your next board meeting
deserves the truth.
Your career deserves the protection.

30-minute scoping call. No commitment. €3,500 fixed fee. Board-ready in 3 days.

Brief Us for Your Next Board Meeting →