Value Creation — Charter Impact

Tracking EBITDA impact, thesis progress, and key operational metrics.

Value Created (YTD)
$45K
EBITDA + revenue impact
Projected EBITDA Lift
$1.9M
From identified opportunities
Overall Score
64/100
Grade: D
Thesis Health
✓ On Track
2/4 thesis points on track
Key Performance Metrics
Annual Revenue
$8.4Mup
7%
to target
Baseline: $8.2MTarget: $12.0M
↑ CRM + 1 new client
EBITDA
$1.2Mup
3%
to target
Baseline: $1.1MTarget: $3.2M
Active Clients
24up
5%
to target
Baseline: 23Target: 45
↑ 1 new client via referral
Reporting Hours / Client / Month
7.5hrdown
7%
to target
Baseline: 8hrTarget: 1hr
Client Onboarding Time (weeks)
3.5wkdown
17%
to target
Baseline: 4wkTarget: 1wk
Gross Margin %
43.2%up
8%
to target
Baseline: 42%Target: 58%
Client NPS
74up
20%
to target
Baseline: 72Target: 82
Investment Thesis Progress
Transform Charter Impact from a high-touch professional services firm to a technology-enabled platform business. Reduce cost-to-serve by 40% via automation and self-service tooling, expand from 23 to 100+ school clients without proportional headcount growth, and introduce AI-powered financial insights as a premium upsell layer — tripling revenue within the 5-year hold period.
Reduce service delivery cost by 40% via automation (reporting, onboarding, compliance)
✓ On Track
CRM implementation in progress; automated reporting opportunity approved. Monthly reporting currently 8hrs/client → target 1hr.
Tracking: Cost per client served
Launch self-service client portal enabling 3x client growth without proportional headcount
⚠ At Risk
No data infrastructure yet. Portal requires centralized data warehouse first. Need to accelerate foundational tech.
Tracking: Active self-service users
AI-powered financial insights as premium upsell tier ($200–400/mo per school)
✓ On Track
Opportunity scoped and prioritized. Depends on data warehouse milestone.
Tracking: Premium tier MRR
Geographic expansion from California to national via platform (not headcount)
✗ Off Track
Too early — dependent on platform build. Not yet a focus area.
Tracking: States served
EBITDA Trajectory
$1,100,000
Baseline (Nov 2024)
$1,160,000
Current
$3,200,000
Target (5yr)