The AI operating layer for boutique consulting firms

Your consulting firm's sales, delivery, and financials — finally working from the same forecast.

Petalo helps partner-led consulting firms see whether they'll hit the quarter, diagnose what's putting the number at risk, and decide the few moves that will change the outcome.

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.

0% of predicted lift, delivered
0 plays measured & calibrated
0 leading-risk signals
0 functions, one operating loop

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 CRM-plus-delivery.

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.