Goal-attainment intelligence for consulting firms

Forecast the quarter.
Diagnose the gap.
Prescribe the move.

Petalo turns your projects, people, pipeline, and financials into the few weekly leadership decisions that decide where the quarter lands.

For partner-led, project-based, executive-facing consulting & SI firms.

Resource Fragility
Forrest Manufacturing
90% staffed on plan
0% of critical work runs through Dana Whitfield
Petra

Looks fully staffed — but Dana is the project.

Skill Fit
Pinnacle Savings & Loan
100% team assigned
0% coverage on the treasury-forecasting skill that matters
Petra

Staffed to plan — missing the one skill the outcome needs.

Spread-Too-Thin
Maya Chen
92% utilized
0 engagements — Maya Chen owns blockers on 3
Petra

92% utilized isn't capacity — Maya is the bottleneck.

Critical-Path Slippage
Heartland First Bank
On track still green
Jul 15
0% chance the Jul 15 signoff slips
Petra

Still shows green. It won't make the date.

Client Dependency
Stonebridge Commercial Bank
Delivery on plan
0.0d client response time, up from 1.8 days — 4 of 7 blockers are theirs
Petra

The risk is inbound — it's the client, not the team.

The product

Your whole firm, on one surface.

Every goal, forecast against its target — and one click into the why and the move. This is the live app.

app.petalo.ai
Petalo home — every goal forecast against target Petra's read on a metric — diagnosis and the move Plays — the week's decisions ranked by impact Projects — the delivery portfolio: every engagement with margin, contract, team and outcome confidence Pursuits — the weighted pipeline by stage and every live deal Finance — actual vs forecast: bookings, revenue, utilization and margin, prior actuals into a bottoms-up forecast

Home — where we are

Every goal forecast against its target across the month, quarter and year — cells turn red when the forecast misses. Click any metric to drill in.

The operating loop

One weekly rhythm, run by Petra.

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.

  1. Forecast

    See what's next.

    A bottoms-up projection of where the firm lands against every goal — not a trailing average.

  2. Brief

    Align on what matters.

    Petra shows which goals are at risk, why, and the few moves that would change the number.

  3. Decide

    Choose the right moves.

    Accept or reject each modeled intervention. The forecast bends toward target as you do.

  4. Execute

    Move with precision.

    Accepted moves become assigned work, routed to the function and owner that carries it.

  5. Learn

    Measure. Adapt. Get better.

    Actual-vs-predicted lift recalibrates the forecast — for your firm, specifically.

Who it's for

Built for boutique consulting & SI firms.

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.

Partner-led Project-based Executive-facing
  • Sub-200 people, founder- or partner-led.
  • Running outcome- and value-based engagements.
  • Tired of dashboards that report the past but never say what to do.

How it works

From raw delivery data to the weekly decision.

Forecast quarter attainment, diagnose the gaps, rank the interventions, and track the lift — in one place, every week.

Forecast → Diagnose → Prescribe

Calibrated, honest forecasts.

Click any goal and Petra reads it back: what it'll land at, why it's off pace, and the move that closes the gap. She shows her own track record too — 89% of predicted lift delivered — from measured outcomes, not vanity numbers.

app.petalo.ai
Petra's read on Annual Revenue — diagnosis, plays in flight, and track record
app.petalo.ai
Plays — the week's decisions ranked by dollar impact and confidence

Decide

The week's moves, ranked by impact.

Every intervention Petra surfaces is a modeled play with a dollar impact and a confidence score. Accept the ones worth making — the forecast updates, and the work routes to whoever owns it.

Execute

A view for every function, owned by a VP.

Projects, Pursuits, People and Finance each render as their own operating loop — metrics, Petra's read, the plays in flight, and the full book of work below — so the partner who owns the number runs it from one surface.

app.petalo.ai
Projects delivery portfolio — every engagement's margin, contract, team and outcome confidence

Why it's different

Not a dashboard. Not project software. Not generic BI.

Answers both halves

"Will we hit our number?" and "what do I do about it?" — in one place.

Conversation-first

You reshape the workspace by talking to Petra, not by dragging widgets around.

A calibration moat

The longer you use it, the better its forecasts get — for your firm. Every decision and outcome accrues into a firm knowledge base, with citations.

Portable, yet yours

A generic engine under the hood; your vocabulary, strategies and drivers are configuration, not hard-coded.

Clear. Strategic. Calm. Precise. Forward-looking.

Pricing

Priced against the upside it protects.

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 us

See the forecast Petalo would run for your firm.

Leave your email and we'll set up a short call.