[02] Platform
Live, on one screen.
Not a deck.
The OpCadence platform replaces the consulting deliverable, the steering committee deck, and the back-office spreadsheet with one installed system. Sponsor, management, and frontline read the same data, scoped to their role. Updates land in real time. Variance does not wait for Friday.
Three views
One source. Three lenses.
- Synergy capture$11.4M
- Integration cost68 bps
- Acct retention97.1%
- EBITDA run rate$48.2M
View 01 / Sponsor
Sponsor
Portfolio-level visibility across every active integration. Synergy capture against plan. Integration cost against budget. Key account retention. Voluntary attrition. Red-flag exceptions. Operating EBITDA progression. One screen replaces the weekly slide deck and the four-week reporting lag.
- Cash closeDay 6
- Milestones27 / 30
- Blockers2
- Decisions due4
View 02 / Management
Management
Workstream status, milestones, blockers, decisions awaiting input. The integration lead and the acquired CEO see the same data. The forty-five minute weekly cadence runs against this view; the meeting is for decisions, not status.
- Changes this week3
- Stays the same12
- Action needed1
- Ask channelOpen
View 03 / Employee · v1.1
Employee
What is changing this week, what is not changing, what is expected, and where to ask. The frontline view ships in v1.1. Until then, frontline managers receive a digest from the reporting agent.
[02b] Agents
Supervised, auditable, replaceable.
Every OpCadence agent runs inside an approval boundary. Every action is logged. Every output can be edited by a human before it ships. We do not deploy agents that take irreversible action without human review. We do replace recurring back-office work that humans should not be doing in the first place.
Finance and billing.
AR follow-up drafts. Three-way match. Vendor reconciliation. Synergy posting. Eighty percent of recurring transactions handled by the agent under CFO supervision by Day 30.
Reporting.
Weekly scorecard publication. Variance commentary. Board-ready snapshots on demand. Seven a.m. Friday tenant local time, every week, with no human authoring.
Operations · v1.1.
Schedule exceptions. Dispatch standardization. Route resequencing. SLA monitoring. Real-time visibility on operational KPIs.
Human Capital · v1.1.
Onboarding. Benefits enrollment. Payroll continuity checks. Manager talking points. Retention pulse. All onboarding for new hires post close runs through OpCadence.
[02c] Integrations
We connect to the stack the acquired company already runs.
OpCadence ships with connectors for the systems present at every lower middle market acquisition. New connectors are configured in days, not months.
Security
Tenant-isolated. Human in the loop. Audited.
Tenant-isolated.
Each acquisition is its own data tenant. Sponsor-level views are aggregations, not pooled data.
Human in the loop.
No agent commits an irreversible action without a named approver.
Audit on every action.
Every user action and every agent run is logged for the audit retention period.
SOC 2 TYPE I AT LAUNCH / TYPE II BY MONTH 12 / HIPAA MODULE FOR HEALTHCARE
Run your next acquisition on OpCadence.
Sixty-day pilots are open for the second half of 2026. Two design partner slots remain. Fixed fee. Defined Day 60 scorecard. Reference rights in exchange for the discount.