One partner. One platform. One source of truth.
Transform Business Complexity into Strategic Advantage
A fully managed intelligence and execution layer for your entire business. We connect your systems and unify your data to deliver clear insights and orchestrate execution, building on the software you already rely on.
Trusted by operators, manufacturers and value creation teams
Executive Operating System
Meridian Holdings · FY26 Q3 · 14 entities live
Business performance — revenue and gross margin
Dual axis · left: Rev $M · right: GM %
May · week 2
Revenue$127.4M
Gross margin38.2%
Revenue
$0.00B
Free cash flow
$0.0M
Gross margin
0.0%
EBITDA
$0M
Executive Briefing
Genius · Insight ready
Insight 2 / 4 · Cash · revenue vs FCF
Revenue is 6.4% ahead, but free cash flow is $4.2M behind budget. The cash is stuck in Southeast inventory (+18%) and slower EMEA collections. Releasing slow stock and chasing 11 overdue accounts recovers $2.5M this quarter.
Performance by business unit
Why free cash flow lags revenue
Genius analysis · 14 entities · WMS, AR ledger, Budget FY26 v3
Revenue vs budget
+6.4%
$1.42B · ahead of plan
Free cash flow vs budget
−$4.2M
$96.4M · attention
Cash conversion
68%
−9pp vs last quarter
Free cash flow bridge · QTD
$MSoutheast inventory by site
+18% vs planEMEA days sales outstanding
41 → 47 daysTarget 41 days · slipping since week 4
Receivables over 60 days
11 accounts · $1.1MHow do you want to act?
The Challenge
Complexity Is the Cost of Growth.
Systems, teams, and processes expand. What once worked starts to strain, and people become the glue holding everything together. Leadership loses visibility, execution slows down, and the business pays the price.
When information becomes fragmented, replacing systems can feel like the natural next step.
Solve the Right Problem.
Sometimes replacement is necessary. But often, the problem can be solved without the cost, operational load, and disruption risk of a system transition. Building on what already works reduces complexity, expands capabilities, and unlocks more value from your systems and people.
Value compounds when systems, data, processes, and people work together.
A Fully Managed Intelligence and Execution Layer Across Your Entire Business.
Layer 01
Data Foundation
Connect and harmonize your systems' data into a trusted data foundation.
Insight → Strategy → Execution
Superior Business Performance
Create more value from the business you've already built.
01 · Superior Decision-Making
The Foundation for Superior Decision‑Making.
Trust the numbers. Understand what is happening, why, and what to do next. Bring deeper analysis and context to decisions across the business, strengthening the judgment that shapes everyday operations, long-term strategy, and value creation.
Genius assistant
Ask anything about your business
Today · 06:12
Free cash flow bridge · Q3
−$4.2Mvs budget
Southeast inventory −$1.4M
EMEA receivables · DSO +6 days −$2.1M
Next: reallocate Southeast inventory Review →
Executive Operating SystemSuperior Decision-Making
02 · Superior Execution
The Infrastructure for Superior Execution.
Turn decisions into coordinated action across people and systems. Deploy automated and agentic workflows that reduce manual work, accelerate execution, strengthen accountability, and scale value creation across the business.
Genius assistant
Suggested action
Distribution
Regional managers
0/6- MRMaria RuizSoutheast editionQueued
- JOJames OkaforEMEA editionQueued
- LCLena ChenNorth editionQueued
- DPDavid ParkWest editionQueued
- SASofia AlvesLATAM editionQueued
- TKTom KellerCentral editionQueued
All delivered · repeats every Monday at 06:00
Executive Operating SystemSuperior Execution
03 · Scalable Growth
A Scalable Playbook for Accelerated & Sustainable Growth.
Execute your growth strategy with greater speed and control. Whether scaling existing operations or integrating acquisitions, leverage Genius Lab to expand your operating capabilities without multiplying overhead and capture value from acquisitions sooner.
Growth playbook
The same steps for every expansion
RepeatableEach expansion reaches full visibility sooner: 60 → 30 → 14 days.
Last 8 quarters
Growth without multiplying overhead.
Days to full visibility
4× faster by the third deal
Executive Operating SystemScalable Growth
04 · Fully Managed
Fully Managed Service, End to End.
Powered by our proprietary platform, we bring together your systems, data, and business context to deliver intelligence and execution capabilities tailored to your business. We implement and manage the solution, taking responsibility for its reliability, maintenance, and continuous improvement as your business evolves. You gain these capabilities without having to manage the technical complexity behind them.
You bring
ERP · CRM · HR · commerce
Cleaned, governed, unified
Meetings, documents, know-how
Managed by Genius Lab
End to end
GeniusPlatform
Your team gets
Briefings, dashboards, answers
Agents and automated workflows
Your KPIs, your priorities
Executive Operating SystemFully Managed
Insight → Strategy → Execution
Superior Business Performance
Create more value from the business you've already built.
The Foundation for Superior Decision‑Making.
Trust the numbers. Understand what is happening, why, and what to do next. Bring deeper analysis and context to decisions across the business, strengthening the judgment that shapes everyday operations, long-term strategy, and value creation.
Genius assistant
Ask anything about your business
Today · 06:12
Free cash flow bridge · Q3
−$4.2Mvs budget
Southeast inventory −$1.4M
EMEA receivables · DSO +6 days −$2.1M
Next: reallocate Southeast inventory Review →
Executive Operating SystemSuperior Decision-Making
Client results
Superior Performance in Real Numbers.
Measurable business outcomes and firsthand perspectives from Genius Lab clients.
In their words
“I don't know how we lived without Genius Lab. They brought all our systems together into one source of truth, giving us visibility into revenue, margins, and performance across every company and division in just a few clicks. And with reporting automated, we're saving over 100 hours every month.”
CarlosCEO, AspenFeatured client outcome10-year-old company · first year of partnership
Revenue Growth Trajectory
2025 vs 2024+5.8%
2026 vs 2025+37.8%
Margin Expansion
Gross margin53.1%→58.7%
Net margin4.2%→18.5%
Who We Serve
Value Creation for Every Stage of Growth
One managed capability, tailored to how you grow, acquire, invest, or advise.
Build a More Profitable, Scalable, and Valuable Business.
Gain real-time visibility and greater control over your business, without the manual work of compiling reports. Genius Lab builds on your existing systems and manages the solution end to end, giving you the insight to improve performance without expanding your internal IT team or diverting it from its core priorities.
- 01Clarity and control across your business
- 02Greater team productivity with less manual work
- 03Sustainable growth and greater enterprise value
Your existing systems
SalesforceCRM · kept as isNetSuiteERP · kept as is
QuickBooksAccounting · kept as is
HubSpotMarketing · kept as is
ShopifyCommerce · kept as isExecutive dashboard
Whole business, one view
Live · no manual reportsRevenue
$48.2M +12%
Gross margin
41.3% +1.8 pts
Cash
$6.4M +$0.9M
Clarity
One live view
across every system
Productivity
40 h → 3 h
reporting time a month
Value
+2.1 pts
EBITDA margin
See it in action
Genius Lab in Under Three Minutes.
How we connect your systems, add the context only your people know, and turn it into decisions and coordinated action.
Fully Managed
We run the platform for you. Your team just uses the intelligence.
Implementation, integration, configuration and ongoing management, all handled by Genius Lab.
Explore the platform
Discover every capability of the Genius Platform.
Your existing business systems feed a connected environment where data preparation, business context, analytics, AI, and automation work together.
Follow the path from Connectors to Data Manager and Genius Cortex, and on to the capabilities that act on them. Each step has its own page.
Choose a capability on the map to see how it works for your business.
Genius Platform
Integrate · Prepare · Understand · Act
Next step
Your business. One platform. A higher level of performance.
Work with Genius Lab to build a connected intelligence environment for your company—developed around your objectives, delivered ready to use, and managed for your team.
- Fully managed by Genius Lab
- Built on your existing systems
- No rip-and-replace