FORECAST AND RECKONING

Ten years of saying what would happen, then explaining what did

Every planning cycle produces a prediction and, months later, a written account of where it went wrong. Variance commentary is one of the few places a business is obliged to explain itself to itself.

Check your data Six questions, roughly two minutes.
Prediction and outcome, every cycleVariance explained in writingBounded licence, scope agreed first

THE SENSITIVITY QUESTION

Financial detail is handled by scope and anonymization

  1. 01

    Establish what exists

    Six questions about the systems in use. Nothing is accessed at this stage.

  2. 02

    You set the boundary

    Material you would rather not license, including partner-level financial detail, stays outside the licence.

  3. 03

    Anonymization in preparation

    Identifying fields are stripped as part of preparing the data, ahead of any onward sharing.

  4. 04

    Paid on completion

    Typically $100K to $2M, Net 30 to 60, once the data is approved, shared, and anonymized.

THE PLANNING QUESTIONS

What finance functions ask

This is our actual financial performance.

Scope is yours to draw and anonymization happens in preparation. Firms frequently license the commentary and reasoning while excluding the granular figures.

Our forecasts were consistently optimistic.

That is a pattern with an explanation attached, which is more instructive than a record of accurate forecasts would be.

Do you need the underlying ledger?

Generally not. The reasoning in the commentary is what carries value, not the transactional detail beneath it.

Is this treated as debt or equity?

Neither. It is a licence to defined operational data. No equity is issued and no debt instrument is created.

SPEAK WITH A MANAGING PARTNER

A decade of forecasts, and a decade of explanations

Six questions and a short conversation. Nothing you tell us leaves Polyshares.

Check your data