01
Growth Creates Complexity
Every acquisition, location, department, and new system adds another layer to manage. What worked at one size quietly stops working at the next.
One partner. One platform. One source of truth.
Transform Business Complexityinto Strategic Advantage
A fully managed service powered by our proprietary platform that connects your systems, harmonizes your data, and transforms it into trusted executive intelligence, enabling faster decisions through customized dashboards, consolidated reporting, automation, and AI-powered insights.
Trusted by operators, manufacturers and value creation teams
NORTHWINDAXIOMMERIDIANVANTA GROUPHELIOSCALDERAORBISSTRATUMNORTHWINDAXIOMMERIDIANVANTA GROUPHELIOSCALDERAORBISSTRATUM
Executive Operating System
Meridian Holdings · FY26 Q3 · 14 entities live
Quarter to dateAsk Genius
Business performance — revenue and gross margin
Dual axis · left: Rev $M · right: GM %
Revenue ($M) Gross margin %
May · week 2
Revenue$127.4M
Gross margin38.2%
vs prior period+6.2% · +0.4pp
Revenue
$0.00B
+6.4% vs prior quarter
Ahead of plan
EBITDA
$0M
+1.2pp vs prior quarter
Ahead of plan
Gross margin
0.0%
+0.8pp vs prior quarter
On track
Free cash flow
$0.0M
−$4.2M vs prior quarter
Attention required
Executive Briefing
Today · 06:12The quarter is ahead of plan. Revenue is 6.4% above forecast and EBITDA is up 1.2 points, carried by North and EMEA.
The one real risk is cash: Southeast inventory is tying up working capital as demand slows, leaving free cash flow $4.2M behind plan. A Tier-1 supplier is also showing delivery slippage across three plants.
My recommendation: approve the inventory release first, then review pricing before the board pack goes out Thursday.
Recommended actions
- Release $1.4M of Southeast inventoryCash flow +$1.4M · closes the gap to planApprove
- Hold price floor on 1,284 SKUsMargin +120bp · $8.6M annualisedReview
Performance by business unit
| Business unit | Revenue | vs plan | Trend | EBITDA |
|---|---|---|---|---|
| Industrial — North | $482.6M | +8.1% | $104M | |
| Industrial — Southeast | $311.4M | −2.4% | $58M | |
| Distribution — EMEA | $268.9M | +11.3% | $61M | |
| Retail — Direct | $214.7M | +4.7% | $47M |
Healthy Attention Critical
Executive Operating System
Meridian Holdings · FY26 Q3 · 14 entities live
Quarter to dateAsk Genius
Business performance — revenue and gross margin
Dual axis · left: Rev $M · right: GM %
Revenue ($M) Gross margin %
May · week 2
Revenue$127.4M
Gross margin38.2%
vs prior period+6.2% · +0.4pp
Revenue
$0.00B
+6.4% vs prior quarter
Ahead of plan
EBITDA
$0M
+1.2pp vs prior quarter
Ahead of plan
Gross margin
0.0%
+0.8pp vs prior quarter
On track
Free cash flow
$0.0M
−$4.2M vs prior quarter
Attention required
Executive Briefing
Today · 06:12The quarter is ahead of plan. Revenue is 6.4% above forecast and EBITDA is up 1.2 points, carried by North and EMEA.
The one real risk is cash: Southeast inventory is tying up working capital as demand slows, leaving free cash flow $4.2M behind plan. A Tier-1 supplier is also showing delivery slippage across three plants.
Opportunity: pricing discipline in Retail could add 120bp of margin. Overnight I reconciled four entities and completed 327 workflows.
My recommendation: approve the inventory release first, then review pricing before the board pack goes out Thursday.
Recommended actions
- Release $1.4M of Southeast inventoryCash flow +$1.4M · closes the gap to planApprove
- Hold price floor on 1,284 SKUsMargin +120bp · $8.6M annualisedReview
- Dual-source Tier-1 supplier — 3 plantsProtects $22.6M of at-risk revenueExecute
Performance by business unit
| Business unit | Revenue | vs plan | Trend | EBITDA |
|---|---|---|---|---|
| Industrial — North | $482.6M | +8.1% | $104M | |
| Industrial — Southeast | $311.4M | −2.4% | $58M | |
| Distribution — EMEA | $268.9M | +11.3% | $61M | |
| Retail — Direct | $214.7M | +4.7% | $47M | |
| Services — Global | $142.1M | +1.9% | $14M |
Healthy Attention Critical
Every growing company ends up with the same problem.
Every system was built to solve a different problem. The real value is unlocked when they work together.
How it works
From fragmented systems to one governed truth.
01 / 06
Fragmented
Dozens of systems of record.
ERP, CRM, MES, HRIS, retail and cloud platforms — each with its own model, its own cadence, its own truth.
02 / 06
Entities
And every entity runs a different stack.
Business units acquired over a decade never converged. Ask for group revenue and four teams return four numbers.
03 / 06
Harmonized
One hub. One definition.
Every entity lands raw into the Genius Lab hub — structured, cleansed, merged and defined once in the semantic layer.
04 / 06
Decide
One surface the board trusts.
Governed KPIs plot straight into the executive operating system — no reconciliation, no spreadsheet detour, no debate.
05 / 06
Brief
The morning briefing, written for you.
Genius reads the governed numbers overnight and returns a plain-language brief: what moved, what is at risk, and the priorities to act on today.
06 / 06
Act
Agents that close the loop.
AI agents read the same definitions, take governed action, and write results back into the systems of record.
The platform
Everything you need to turn connected data into confident decisions.
Data Integration Hub
Connect ERP, CRM, MES, HRIS, warehouses and spreadsheets. Every source lands in one governed model — no pipeline engineering required.
Explore integrations →AI-Powered Transformation
Clean, map, merge, enrich and reconcile complex records through a conversational experience that documents every step.
Explore transformation →AI-Powered Analytics
Turn harmonised data into trusted dashboards, forecasts and executive answers expressed in plain language.
Explore analytics →Start with what you know. Genius turns it into a plan.
No data expertise required. Genius asks the right questions, understands your needs, and builds everything — from connected data to actionable insight.
Ready to build what's next?
Tell Genius about your project…▍
AGENTMODELCONNECT YOUR DATA
↑Genius Lab in action
See how Genius turns complexity into clarity.
Experience how connected, intelligent, AI-powered analytics converge into a single business experience.
5:12
See How Genius Works
A five-minute tour, from raw systems to executive answers.
3:44
From Connected Data to Trusted Analytics
Harmonised models powering board-level reporting.
4:08
Transform Complex Data with AI
Reconciling millions of records conversationally.
Product walkthroughsLive sessionsMonthly deep dives
What once took months, now takes days.
Genius accelerates every stage of your data project — from discovery and integration to transformation and analytics — turning complex backlogs into outcomes far faster than the old way.
Unified data foundation
Every financial structure. Every entity and account.
Genius harmonises charts of accounts, cost centres and entity hierarchies across systems — so consolidated reporting stops being a quarterly project.
- Automatic multi-entity consolidation
- Mapped cost centres and ledgers
- One reconciled truth for finance
- Complete audit trail on every change
-0%
Close cycle
0
Entities unified
0
Manual joins removed
Ingestion
Harmonisation
Validation
Publication
More than data
Value creation for every
stage of growth.
Genius turns fragmented financial, operational and commercial data into the intelligence that drives decisions, diligence and durable enterprise value.
Investment Firms
Roll up portfolio company data into one comparable view — diligence, reporting and value creation on a single foundation.
Explore →M&A Teams
Accelerate post-merger integration by harmonising systems, charts of accounts and customer records in weeks, not years.
Explore →Multi-Entity Companies
Bring disparate regional entities, ERPs and ledgers into one consolidated operating picture leadership can trust.
Explore →Operating Companies
Give operators and analysts self-serve access to governed data without waiting on a central engineering queue.
Explore →Built for the way your business works
Powerful technology. Less disruption.
Genius adds intelligence to the systems, workflows and teams your organisation already trusts.
01
Build on What You Already Have
Genius sits above your existing systems, adding an intelligence layer without ripping out the platforms your teams rely on.
Learn more →02
Simple and Intuitive
A conversational interface means business teams can build and validate data work themselves — with governance intact.
Learn more →03
Secure and Private AI
Private model execution, role-based access, full lineage and auditability. Your data never trains anyone else's model.
Learn more →04
Avoid Costly Migrations
No multi-year replatforming. Connect, harmonise and deliver value while the rest of the estate keeps running.
Learn more →Ready to build?
Turn your business knowledge
into intelligent systems.
Start with a guided discovery experience. See how Genius turns what your team already knows into a connected, governed intelligence layer.
NO CREDIT CARD REQUIRED
