The operating layer for partner-led consulting firms

Know if you'll hit the quarter — weeks before the P&L does.

Petalo unifies sales, delivery, staffing and finance into one live forecast — flags what's about to miss 6–8 weeks early, ranks the two or three moves that change the number, then measures whether they worked. Sharper on your firm every quarter.

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

Will we hit the quarter?
Sales · Delivery · Finance → one forecast
$0.0
Petra

One number across sales, delivery & finance — on target once you make 3 moves.

Can we sell enough?
$0.0 stuck in Scoping for 44 days
Petra

Mariner's $2.4M is stalling — your win rate is 9 pts underwater.

Will the work land?
On trackslipping
0% Forrest Manufacturing · outcome confidence
Petra

Forrest is slipping — Petra flags it 3 weeks before the data does.

Can we staff what we sold?
Capacity
Demand
+0.0 people short for next quarter's pipeline
Petra

You've sold more than the team can deliver — by 1.4 people.

Will margin hold?
0% margin, sliding below the 47% target
Petra

Margin's sliding to 42% — you see it now, not at quarter-close.

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 — the live firm P&L: revenue, cost, margin, utilization and headcount across the year, aggregated from staffing

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.

6–8 weeks of early warning, before it hits the P&L
0 risk lenses — pipeline, delivery, staffing, margin, cash — in one forecast
2–3 moves a week, ranked by modeled impact
0% of accepted moves measured against what they predicted

The operating loop

Run the quarter before it runs you.

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.

Forecast

See what's next.

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

Brief

Align on what matters.

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

Decide

Choose the right moves.

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

Execute

Move with precision.

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

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.

Why it's different

Not a dashboard. Not AI project management. Not a chatbot on your data.

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.

Sees it before the P&L does

Risk surfaces 6–8 weeks out — a stalling pursuit, a slipping delivery, a margin drifting under target — while there's still time to act, not at quarter-close.

Keeps score on every move

Every accepted move is measured against what it predicted. That actual-vs-predicted loop recalibrates the forecast to your firm — an edge that compounds the longer you run it, and can't be copied.

Answers both halves

"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.

Yours, not generic

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

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.