Results

What targeted results look like

Charts below are illustrative — built from Velarion discovery patterns and anonymized diagnostics. Your diagnostic replaces them with your actual hours and dollars at your blended rate.^{[see sources]}

Hours per month — before → after (Wave 1, typical)

Blended rate $85/hr assumed. Your rate used in diagnostic.

Board / investor deck48h → 7h · −85%

Close + variance commentary72h → 12h · −83%

Lender covenant package32h → 4h · −88%

Contract key terms40h → 6h · −85%

AP invoice coding96h → 14h · −85%

Before After

Dollarized — annualized savings waterfall

Example portfolio company, 5 Wave 1 processes. Illustrative.

Current annual cost

$288k

− Board deck

$-58k

− Close & variance

$-61k

− Lender package

$-29k

− Contracts + AP

$-71k

= Target cost

$69k

Annual savings

$219k

Payback on $110K build + $45K diagnostic ≈ 8 months at these savings.

AI Readiness Scorecard — per-process heatmap

6 dimensions, 1–5 each. ≥24 = Wave 1 · 18–23 = Wave 2 · <18 = Monitor.

Process	Input std.	Data avail.	Volume	Error toler.	Current cost	Pattern	Total	Wave
Board deck assembly	4	5	4	3	5	4	25	W1
Lender package	5	4	3	4	4	5	25	W1
Variance narratives	3	4	4	3	5	4	23	W2
Contract abstraction	2	3	5	4	4	4	22	W2
AP coding	4	5	5	3	5	3	25	W1
IR updates & FAQs	3	4	3	3	4	4	21	W2
Journal entries (SOX)	2	2	3	1	2	2	12	Monitor

Scoring is done in discovery from interviews, templates, and system access — not from a questionnaire. See Process.

The pattern — Velarion → portfolio company

Same pipeline, different documents. Built once, applied everywhere.

◧

Messy docs

SEC filings · contracts · invoices · memos

→

▦

Structured data

Fields + footnotes + tables → DB

→

⬡

AI analysis

4 specialist agents + synthesis

→

▭

Institutional reports

Management · Board · Investors

Velarion

~3K tickers · 1K+ filings/yr · weeks → 5 min

Portfolio company A

Contracts → close → lender pkg — same stack

Portfolio company B

80% same pipeline, 20% custom

Methodology & sources

Illustrative, not a study. Hours (48→7, 72→12, 32→4, 40→6, 96→14), blended $85/hr, and waterfall ($288k → $69k, $219k savings, ~8-mo payback on $110k build + $45k diagnostic) are example outputs from a typical mid-market discovery (finance + accounting + IR). Your diagnostic measures your actual hours from interviews, templates, and system access and reprices at your loaded rate.
Month-end close context. APQC General Accounting Open Standards: median 6.4 calendar days (trial balance → consolidated), top quartile ≤4.8 days, bottom ≥10 days — as summarized by CFO.com (2017, n≈2,300 orgs). Current APQC benchmarks are member-gated; public secondary summaries still cite this vintage. CFO.com · APQC measure
Blended $85/hr. BLS Occupational Employment & Wage Statistics, May 2024: Accountants & Auditors (SOC 13-2011) and Financial Managers (SOC 11-3031) mean hourly wages — wages only — plus 25–40% benefits/burden and role mix. Illustrative $85 sits inside that loaded range; diagnostic uses your actual. BLS OEWS · Robert Half Salary Guide 2025
AP cost context. Public summary of IOFM/Levvel-adjacent research: ~$12–16 per invoice manual vs ~$2–3 automated, used here only to frame AP concentration — not to compute the waterfall. IBML summary

No chart is presented as a third-party study of Velarion. If you subscribe to APQC, Hackett, or similar, we’ll map your diagnostic to it on delivery.

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