Tiller

For operating partners and value-creation teams

Stop rebuilding portco steerco decks every month.

Upload your portco's revenue file. Get a polished, board-ready steerco deck of ARR, NRR, and concentration metrics in 60 seconds.

Acme Logistics · April 2026

Steerco

$42.1M ARR

+18.4% YoY · NRR 112% · GRR 96%

Top 10

38%

Cohort 12mo

88%

MoM

+1.7%

The metrics your board asks for, every month

ARR, NRR, GRR, top-10 concentration, cohort retention, MoM and YoY growth. Calculated the way your firm already defines them.

A PowerPoint deck, not another dashboard

Drops straight into your board prep, slide for slide. No portco onboarding, no IT review, no logins for the CFO to forget.

Live in 60 seconds, not 60 days

No procurement cycle, no portco-by-portco rollout. Pay, upload a revenue file, paste the slides into the next board deck.

Built for your data stack

Plugs into the warehouse your portfolio already runs on.

Tiller works with revenue and financial data exported from the enterprise warehouses your portcos already use. No new pipelines, no new vendor reviews.

  • Snowflake

    Pull revenue and customer tables straight from your portco's Snowflake account.

  • Databricks

    Connect Delta tables and lakehouse exports without rebuilding the model.

  • Microsoft Fabric

    Read OneLake and Fabric warehouse extracts for portcos on the Microsoft stack.

What you get

A polished, board-ready steerco deck, built from one upload.

Six to eight hours a Consultant currently spends rebuilding each portco's steerco pack, every month. Tiller does it in sixty seconds, slide for slide.

Sample slideHero metrics

Acme Logistics Software · April 2026

Recurring revenue

$42.1M ARR

+18.4% YoY · +1.7% MoM

Net revenue retention

112%

GRR 96% · Logo retention 94%

Logo concentration

Top 10 = 38%

Down from 44% a year ago

Cohort retention (12mo)

88%

2024 cohort tracking ahead of 2023

Auto-commentary: ARR growth held above 18% on the back of expansion in the upper cohort. Concentration improved as the top customer's share fell from 14% to 9%. NRR remains the cleanest signal of underlying health.

Inside the deck
  1. 01

    Cover

    Portco name, period, generated date

  2. 02

    Hero metrics

    ARR, NRR, GRR, top-10 concentration

  3. 03

    ARR trend

    Twenty-four months with annotated inflections

  4. 04

    Cohort retention

    Logo retention by start cohort

  5. 05

    Top customers

    Top-10 with prior-year share comparison

  6. 06

    Growth summary

    Current vs LTM, every metric

  7. 07

    Income statement

    Revenue through net income, prior periods aligned

  8. 08

    Balance sheet

    Assets, liabilities, equity at period end

  9. 09

    Cash flow statement

    Operating, investing, and financing flows

  10. 10

    Commentary

    Plain-English read of the numbers

  11. 11

    Methodology

    Definitions, source file, data lineage

Every slide drops into your firm's existing template, or use ours. Numbers reconcile to the source CSV with a hash on the last slide so your board can audit the lineage.

Pricing

One price per portco. Cancel anytime.

No free tier. 14-day refund if the output isn't something your board would actually look at.

Per portco

$149per portco / month

One portco, a fresh steerco deck every month. Best for piloting on a single asset.

Firm

$499per month

Unlimited portcos plus a cross-portfolio rollup. Best for operating teams covering 5+ assets.