The operating layer for partner-led consulting firms
One live forecast across sales, delivery and finance. The few moves that change the number, and proof they worked.
One number across sales, delivery and finance. On target once you make 3 moves.
Mariner's $2.4M is stalling. Your win rate is 9 pts underwater.
Forrest is slipping. Petra flags it 3 weeks before the data does.
You've sold more than the team can deliver. That's 1.4 people short.
Margin's sliding to 42%. You see it now, not at quarter-close.
The product
Every goal, forecast against its target. One click into the why and the move. This is the live app.
The operating loop
Petra, Petalo's AI chief of staff, runs the same loop every week: forecast the quarter, brief you on what's at risk, decide the moves, execute them, and learn from what they delivered.
See what's next.
A bottoms-up projection of where the firm lands against every goal. Not a trailing average.
Align on what matters.
Petra shows which goals are at risk, why, and the few moves that would change the number.
Choose the right moves.
Accept or reject each modeled intervention. The forecast bends toward target as you do.
Move with precision.
Accepted moves become assigned work, routed to the function and owner that carries it.
Measure. Adapt. Get better.
Actual-vs-predicted lift recalibrates the forecast for your firm, specifically.
Who it's for
Partner-led, project-based, executive-facing firms seeking predictable growth, stronger margins, and confident leadership decisions. When the partners carry the number, a forecast you can trust is worth real money.
Why it's different
You could wire Claude to your CRM, delivery, and finance systems and ask it questions. You can't wire it to a forecast that's already been right for six months. Petalo is the engine and the track record, not a chatbot on top of your tools.
Risk surfaces 6-8 weeks out: a stalling pursuit, a slipping delivery, a margin drifting under target. There's still time to act, not at quarter-close.
Every accepted move is measured against what it predicted. That loop recalibrates the forecast to your firm, an edge that compounds the longer you run it, and can't be copied.
"Will we hit our number?" and "what do I do about it?" One forecast, and the moves that change it. Ask Petra for any view in plain English.
A generic engine under the hood; your vocabulary, strategies and drivers are configuration, not hard-coded, so it fits your firm without a rebuild.
Clear. Strategic. Calm. Precise. Forward-looking.
Pricing
Petalo is a subscription for the firm, anchored to the leadership decisions it sharpens. We'll scope the right plan on a short call. Tell us about your firm and we'll show you the forecast it would run.
Talk to usLeave your email and we'll set up a short call.
