Project APEX · Executive Intelligence

Opportunity EngineAPEX

Continuously surface revenue, margin, cost, cash, and growth opportunities — each with evidence, confidence, effort, and required approval.

Project APEX Planning Surface — demonstration framework only. No production data, no live AI inference, no financial actions.
Primary decision question
What is the highest-leverage next action?

Portfolio

Total identified
$335,812
12 opportunities
High-confidence
$87,412
≥ 80% confidence
Revenue recovery
$135,170
Cost savings
$28,852
Cash improvement
$53,540
Margin lift
$76,250
Growth
$42,000
Open
12
Accepted / active
4
Realized value
$0
Post-outcome
Renewal Opportunity·LedgerOS LLC
NorthStar renewal window opens in 21 days
NorthStar Systems
$96,000
Revenue

24-month engagement ending Jun 30. Usage +38%, expansion signal strong.

78% confMedium effortTTV 30 daysAccepted3 evidence
Next: Send renewal proposal at +12% with expansion module.
Approver: Rose Alvarez
Commission Plan Improvement·LedgerOS LLC
Commission plan overweighting one-time deals
GTM Team
$68,000
Margin

Current plan pays same rate on one-time vs. recurring. Modeled shift to 3:1 recurring lifts LTV margin.

71% confHigh effortTTV 90 daysUnder Review3 evidence
Next: Draft v3 plan; simulate in Digital Twin before roll-out.
Approver: Rose Alvarez
Dormant Client·LedgerOS LLC
Meridian dormant 94 days — reactivation window
Meridian Group
$42,000
Growth

Historic ARR $84k. Last engagement Feb 8. Contact still warm per CRM.

62% confMedium effortTTV 45 daysNew3 evidence
Next: Owner-led outreach with tailored offer.
Approver: Rose Alvarez
Collection Opportunity·LedgerOS LLC
AR aging — Sequoia Labs 61-day overdue $38,400
Sequoia Labs
$38,400
Cash

Invoice INV-2025-0311 past due 61 days. Prior payment history strong.

84% confLow effortTTV 10 daysIn Progress3 evidence
Next: Send 2nd reminder + call by AR lead.
Approver: Rose Alvarez
Upsell Opportunity·LedgerOS LLC
Kestrel upsell — Analytics module fits usage pattern
Kestrel Bio
$24,000
Revenue

Query volume 4.2× baseline. Analytics module aligns with observed workflow.

74% confMedium effortTTV 30 daysAccepted2 evidence
Next: Send tailored expansion proposal.
Approver: Rose Alvarez
Technology Consolidation·LedgerOS LLC
Vendor consolidation — 3 QA testing tools
QA Toolchain
$18,400
Cost

Replace BrowserStack + Sauce + LambdaTest with single vendor.

68% confHigh effortTTV 90 daysUnder Review2 evidence
Next: Run 30-day trial on preferred consolidator.
Approver: Rose Alvarez
Unbilled Work·LedgerOS LLC
ALD engagement never billed for April milestone
ALD Holdings
$15,170
Revenue

82 tracked hours on the ALD compliance audit closed in April but no invoice was issued. Contract rate $185/hr.

92% confLow effortTTV 3 daysNew3 evidence
Next: Draft invoice INV-2025-0518 for $15,170 and send for approval.
Approver: Rose Alvarez
Tax Review Opportunity·LedgerOS LLC
Q2 payroll tax reserve underfunded by $12,300
Internal
$12,300
Cash

Payroll growth outpaced reserve calc. Recommend one-time top-up.

90% confLow effortTTV 2 daysApproved3 evidence
Next: Transfer $12,300 to tax reserve account.
Approver: Rose Alvarez
Missed Markup·LedgerOS LLC
Markup missing on 6 pass-through vendor invoices
Brightpath Media
$8,250
Margin

6 vendor invoices passed through without contractual 15% markup applied.

88% confLow effortTTV 5 daysPending Approval3 evidence
Next: Issue supplemental invoices totaling $8,250.
Approver: Rose Alvarez
Unused Software Seat·LedgerOS LLC
Zapier seats — 9 of 24 unused for 60+ days
Zapier
$5,832
Cost

Rightsize seats. Monthly recovery $486.

94% confLow effortTTV 7 daysConverted to Task2 evidence
Next: Reclaim 9 seats.
Approver: Rose Alvarez
Duplicate Subscription·LedgerOS Group
Duplicate Notion subscription across entities
Notion Labs
$4,620
Cost

Notion charged twice — LedgerOS LLC and LedgerOS Studio — 14 overlapping seats.

96% confLow effortTTV 7 daysUnder Review3 evidence
Next: Consolidate under LedgerOS Group and cancel duplicate.
Approver: Rose Alvarez
Recoverable Expense·LedgerOS LLC
Recoverable travel expense — Q1 conference
NorthStar Systems
$2,840
Cash

$2,840 in Q1 travel is reimbursable under NorthStar SOW §7.

89% confLow effortTTV 14 daysNew2 evidence
Next: Package receipts and invoice for reimbursement.
Approver: Rose Alvarez