Portfolio reporting
A CFO sees call volume, booking rate, transfer rate, containment, and recovery motion for every brand in one place, with 12-week trend lines and a watch list for the brands slipping.
NEXUS OS
One control room for the whole portfolio.
NEXUS OS is our portfolio operating layer, running in production today inside a PE-backed home-services platform. It scores every CSR the portfolio runs on the same yardstick, the human teams and every AI vendor they have enabled, and rolls calls, bookings, transfers, and recovery into one view with KPI trends and a data pipeline the CFO can own. Vendor-neutral by design: whoever answers your phones, you own the scorecard.
Proof it works: after 18 months in production, that platform acquired its control room outright in a seven-figure asset purchase, with perpetual rights and continuity protections. We build them so portfolios can own them.
Live production screenshot, brand names anonymized
These metrics score everyone answering the portfolio's phones: the human CSR teams and every AI vendor the operator has enabled. That is the point. The scorecard stays neutral no matter whose AI picks up.
The modules
Brand-by-brand comparison across the roll-up: total calls, AI vs human, booking rate, transfer-out rate, and containment, side by side.
Portfolio KPI cards with 12-week trends: booking rate for AI-handled and total, transfer rate, and calls the AI handled start to finish.
The live call funnel: unbooked leads to call back, AI and human booking rates side by side, and a worklist filtered by disposition.
AI and human handler scorecards side by side, with top performers and a watch list so supervisors see who needs coaching.
A warehouse pipeline that keeps call insights and transcripts flowing into your analytics stack on a schedule you control.
The outbound AR and membership recovery engine, with TCPA calling windows and Reg F-aligned controls enforced in code and an audit trail.
The inbound funnel: every conversation accounted for, exclusions disclosed
Every vendor, one scorecard
Human CSRs and every AI vendor the portfolio has enabled are measured on the same booking-rate and transfer metrics. No AI-answering vendor can referee itself; a neutral measurement layer can.
Data you own
A scheduled warehouse sync pushes call insights and transcripts into your own analytics stack, and a live ingest console shows freshness and run health across every tenant.
See it run against real ServiceTitan data.
A 30-minute walkthrough on actual call volume or aged AR is more useful than another deck.