Turn portfolio records into one operating action
Compare three source-calculated measures and save one owner action for a single portfolio company.
Recorded example · Read the desktop transcript · Read the mobile transcript
An operating partner needs a short view of what changed and who should act. This simulation uses two exports for one fictional company. It calculates three measures and prepares a brief with source evidence and one owner action. Records are fictional.
Fictional records. Actions stay in the simulation.
Open this demo pageTry the example
Change the records, prepare the work, and review it before saving. This uses the same local simulation as the demo page.
AI simulation. Actions stay in this demo.
Open full demoHow Does the Example Work?
Mesa Services completed 42 visits during October 5–11, compared with 38 the prior week. Open requests fell from six to four. Overdue invoices rose from $1,200 to $1,800.
Select Build the operating brief. The result calculates the measures from the operations and billing exports. Open a source group to inspect the records behind the change.
The next action names Elena and overdue invoices INV-901 and INV-902. Their amounts are $1,200 and $600. Choose Save the owner action after review.
The receipt records ACTION-MS-1011 and the next review step. No assignment message is sent. A missing export makes the brief incomplete. These operating measures do not establish EBITDA or investment returns.
What Potential ROI Could This Produce?
At 60% adoption, this example releases 3.4 hours monthly. Assisted time includes human review.
Labor proxy: business and financial operations occupations. May 2025 BLS US means: $45.78/hour.
June 2026 US compensation supports a rounded 1.43 wages-plus-benefits factor.
| Input | Illustrative assumption |
|---|---|
| Company briefs per month | 4 |
| Minutes, manual → assisted | 120 → 35 |
| Build and internal rollout | $6,000 |
| Monthly operations | $250 |
| Potential value | US example |
|---|---|
| Hourly wages + benefits | $65.47 |
| Monthly capacity value | $223 |
| Monthly net capacity value | -$27 |
| First-year capacity ROI | -70% |
| Simple payback, months | No payback |
First-year cost: $9,000. Build assumes $5,000 service fees after credit and $1,000 internal rollout. Adoption is constant from month one. Slower adoption lowers returns.
Four monthly briefs represent one company. The negative first-year result favors an existing report template before a custom build.
Released capacity is not automatic cash savings. These inputs are illustrative, not a Ship AI Studio quote. Internal support is included; optional $999/month AI Operations is extra. Use the ROI guide to replace assumptions.
What Needs Human Review?
The operating partner checks periods, definitions, and invoice ownership. Measure preparation time, corrections, and action completion. Keep source totals separate from any investment assessment. Add companies only after measuring actual repeat work.
Start with a Paid AI Assessment
Bring one company report to the AI Assessment. We examine source access, measure definitions, review time, and a no-build option. The $1,500 AI Assessment takes one week. Receive a process map, ROI estimate, and build plan. The result is a fixed Build Sprint scope or a reason not to build.
The fee is credited toward a $5,000 Build Sprint starting within 30 days. Review the AI Assessment scope.