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Generic AI doesn’t know consulting firms.corporate finance teams.funds.accounting firms.manufacturers.developers.property groups.staffing desks.managed service providers.your business.Kollig does.
You will get this on day one.
Where have we done a carve-out in medtech?
- Ardent and Vantiv, 2023. The model, both diligence memos and the final steering pack. Drive, Ardent folder
- The 2021 Helix separation ran the same playbook, and its transition schedule is reusable. Confluence, Helix
Who is free in three weeks with healthcare experience?
- Priya and Tom roll off Northwind on the 29th, both with provider side experience. Staffing plan, Q3
- Two more are nominally free and already pencilled onto the Alder pitch. Drive, pipeline sheet
This is the part nobody expects.
Which engagements are burning faster than they deliver?
- Meridian is at 71% of budget against 40% of delivery, waiting on Fulton. Jira, worklogs
- Calder is closer to plan, but its last three weeks are all partner hours. Drive, hours to date
Draft the Alder proposal from our closest three wins.
- Scope, staffing and the pricing shape come straight from Ardent and Helix, both payer side. Drive, won proposals
- Alder wants a data migration none of the three priced, so that section is flagged rather than guessed. Confluence, method library
And this is where it stops being a chat box.
Which stakeholder is skeptical, which deliverable is political, and which resolved issue is only dormant.
Brief me on Meridian, I take it over Monday.
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Prepare me for every client meeting this week.
Get me ready for the Meridian call at two.
Three open items, and one of them is something you promised.
- You committed to the revised delivery plan on Friday and it has not gone out. Outlook, 8 Aug
- Milestone 3 has slipped twice, both times behind the Fulton contract, and they have only been told once. Jira MER-412
- The March scope was delivered and never priced, so do not reopen it as new work in the room. SOW, change orders 1 and 2
You will get this on day one.
Which comps did we use on the last packaging deal?
- The Brightwell set from March, with the multiples as we ran them and the adjustments beside. SharePoint, Brightwell
- Two of the nine were carried over from the 2023 Calder pitch without a re-cut. Pitch archive, 2023
Turn this morning's call into the follow-up list.
- They want the revised model by Thursday and a view on the earn out structure. Teams, 09:30 call
- The finance director asked twice about the fee basis, and it was not answered either time. Teams, 09:30 call
This is the part nobody expects.
Where are partner hours going this quarter?
- Alder and Brightwell have taken 54% of partner time against 31% of the fee. Hours ledger, Q3
- On Alder, most of it is analyst scoped work being done a level up. Staffing plan
What moved this week on the names in our coverage list?
- Halden replaced its finance director on Tuesday, and it is the counterparty on Brightwell. Coverage list, 11 Aug
- Two competitors filed, and the third has gone quiet since the spring. Outlook, sector digest
And this is where it stops being a chat box.
What the team learned on a mandate stays queryable long after the people who learned it have moved on.
What did we learn on the Alder mandate?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Build the margin review across every open mandate.
Which mandates are eroding margin, and where did it go?
Four mandates are below plan, and three fail the same way.
- On three of them, partner hours are covering work that was scoped for an analyst. Staffing plan, hours to date
- The fourth is scope that was delivered in March and never priced. Change order log
- The client agreed to that scope by email and nobody raised it again. Outlook thread, 14 Mar
You will get this on day one.
Why did we pass on the last three logistics deals?
- Carrow and Denlow both failed on customer concentration above forty percent. IC memos, 2024
- The third was priced, not diligenced. We were eleven turns apart on entry. Drive, Merrow file
What still needs diligence after the Halden call?
- Management committed to the cohort data and the churn build by Friday. Zoom, Halden call
- Nobody asked about the two contracts that renew inside the hold period. Data room, index
This is the part nobody expects.
Show me revenue against plan across the portfolio.
- Every number comes back twice, as the company reported it and restated onto the fund's definition. 14 packs, three formats
- Two of the five changed how they recognize revenue between packs, which is most of the gap. CFO threads, Q2 and Q3
Anything new on the names in our logistics pipeline?
- Denlow raised a bridge in July, eighteen months after we passed on price. Pipeline, Denlow
- The Carrow founder has moved to an executive chair role. Outlook, sector digest
And this is where it stops being a chat box.
What each LP asked last close, what they care about, and what they were told, still there after the person leaves.
What did Brookfield ask at the last close?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Assemble the quarterly portfolio review.
Which portfolio companies missed plan, and what did they say about it?
Five companies are below plan on revenue, two of them for the second quarter running.
- Every number comes back twice: as the company reported it, and restated onto the fund's own definition. 14 packs, three formats
- Two of the five changed how they recognize revenue between packs, which is most of the gap. CFO threads, Q2 and Q3
- Management gave a cause on the board call for four of them. The fifth never raised it. Board and update calls
You will get this on day one.
Have we taken a position on this credit before?
- Each one comes back with the client, the year and the memo it lives in. Memo library, 11 years
- Both qualifications turn on the same fact pattern, and the sentence that carried them is quoted. Memos 2019-114, 2023-062
What did we promise the client on Tuesday?
- The revised memo was promised for the 15th, and the fee letter for month end. Teams, Tuesday review
- They also asked for a view on the group structure, which nobody picked up. Teams, Tuesday review
This is the part nobody expects.
What is waiting on the client and about to be late?
- Halden, Brightwell and Orme are all waiting on the same trial balance request. SharePoint, engagement log
- Two of the three have been chased once, in June. Outlook, sent items
Which clients does this guidance change affect?
- The four all use the lease treatment the revision narrows. Client register
- One of the four has a position on file that the revision supersedes. Internal guidance, rev 9
And this is where it stops being a chat box.
A profession that turns over a fifth of its people a year should not lose a fifth of its thinking with them.
How did we handle this the year Dana ran the file?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Draft the technical memo and the client letter with it.
Have we taken a position on this before, and where?
The firm has taken this position four times, and qualified it twice.
- Each one comes back with the client, the year and the memo it lives in. Memo library, 11 years
- Both qualifications turn on the same fact pattern, and the sentence that carried them is quoted. Memos 2019-114 and 2023-062
- One of the four was superseded by guidance issued after it, so the fifth answer starts from the fourth. Internal guidance, rev 9
You will get this on day one.
How did we solve this fixture problem last time?
- The 2022 shim was reworked within a month. The 2023 fixture change has not come back. SharePoint, line 3 log
- The work instruction still describes the first fix. Work instructions, rev 4
What does second shift need to know about line 3?
- Lot 4471 is on hold pending the dimensional check, and the gauge is out for calibration. Quality log, today
- The housing changeover from the 8th is still running slower than standard. Teams, shift brief
This is the part nobody expects.
The Orme spec changed. What has to move?
- Four work instructions and two training records still describe the old spec. SharePoint, rev 4
- Fulton's certification covers the part as it was, not as it is now. Approved vendors
Lot 4471 failed. What is affected and who do I call?
- 4471 and 4473 share the housing from the 8 July substitution. Cost ledger, 18 tables
- 4473 went to Orme on the 2nd, and their quality contact is on the containment list. SharePoint, containment
And this is where it stops being a chat box.
What the standard asks, what you actually do, and where the two have drifted apart since the last audit.
Where have we drifted from the standard since the audit?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Work up every supplier that is late, on hold or gone quiet.
Which of our suppliers are actually in trouble right now?
Three suppliers, and the worst of them is clean in every system you have.
- Fulton is nine days late on the housing and has two quality holds open since July. Neither system can see the other. Cost ledger, NCR log
- Your purchasing manager was told in June their raw material was short. That is in a thread, not in the ERP. Outlook, 12 Jun
- There is no approved alternate on file for that part number. SharePoint, approved vendors
You will get this on day one.
Which leases expire inside eighteen months?
- Building C and Halstead are the two with expansion history and no renewal talk yet. Salesforce, lease records
- Three of the fourteen have options the tenant has not exercised. Drive, executed leases
Turn this morning's walk at Building C into a punch list.
- The lobby glazing and the level 2 air balance are both on the handover critical path. Meet, site walk
- Four items repeat from the March walk and were signed off then. Drive, March punch list
This is the part nobody expects.
What is outstanding on the Halstead renewal?
- Two service requests have been past target since April, both raised by the same contact. Salesforce, lease record
- The escalation agreed at the last review was never scheduled. Account review, 3 Apr
Anything new in the submarkets we are underwriting?
- The Fulton Street overlay went to consultation on the 4th, which affects Building C's massing. Submarket watch, 4 Aug
- Two comparable buildings traded below the pro forma exit. Drive, comps sheet
And this is where it stops being a chat box.
The leasing team, the asset managers and the capital markets desk each get one that knows their half of the portfolio.
What does the capital markets desk need on Building C?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Put together the tenant brief for Building C.
What is the story on Building C before I meet the tenant?
Renewal is in nine months and they have expanded twice.
- Two service requests have been open past target since April, both raised by the same contact. Salesforce, lease record
- That contact now takes about four days to reply, against one day in the spring. 14 months of threads
- The escalation they asked for at the last review was agreed and never scheduled. Account review, 3 Apr
You will get this on day one.
What is our policy on late checkout for groups?
- The standard grants until 14:00, and up to 16:00 with the duty manager. Brand standards, s4.2
- The March block has four o'clock written into clause 6 of its own contract. Signed contract, clause 6
What should the night team know about room 412?
- The guest was moved from 318 after the noise complaint on Tuesday. Zendesk, ticket 8841
- Housekeeping owes an amenity that was promised and never delivered. Teams, handoff brief
This is the part nobody expects.
Has this guest stayed with us before, and how did it go?
- March 2025, a billing dispute that took eleven days to close. Zendesk, dispute 6203
- They have stayed twice since, both on the corporate rate, with nothing raised. Outlook, booking threads
What should the revenue meeting know about next weekend?
- The arena has added a Saturday show, and the two nearest properties are already at rack rate. Rate watch, 11 Aug
- Our Friday is soft, and the March block releases forty rooms on Thursday. SharePoint, forecast
And this is where it stops being a chat box.
The front desk, the revenue manager and the group sales team each get one that knows their job.
What does group sales need for the March block?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Get the property ready for the group arriving at three.
Anything I should know before the group arrives at three?
Forty-one rooms, and three things the runsheet does not carry.
- A contracted late checkout that the front desk has not been told about. Signed contract, clause 6
- A dietary requirement agreed by email in March that never reached catering. Booking thread, 12 Mar
- Two of the block are on a floor with an open elevator issue. Open requests, room block
You will get this on day one.
Who have we placed in a Databricks role before?
- Four of the six were placed at Northwind and finished the engagement well. HubSpot, placement history
- Two more come to contract end inside a month. Drive, assignment tracker
Write the spec from this morning's Northwind intake.
- The rate ceiling came up twice and was never stated. Their last two roles closed at the same number. Zoom, Northwind intake
- The start date is driven by a migration cutover, not by the hiring manager. Zoom, Northwind intake
This is the part nobody expects.
What can we quote Northwind for a senior data engineer?
- Northwind closed two comparable roles at the same number, both inside our margin floor. HubSpot, placement history
- Two candidates you would submit have accepted below that in the last quarter. Drive, assignment tracker
Which live placements look like they might fall off?
- Start dates pushed twice, and the candidate has gone quiet since the offer. HubSpot, activity
- On one of them, the hiring manager has stopped replying on the thread. Outlook, 6 Aug
And this is where it stops being a chat box.
Work authorization, certifications and end dates tracked against the people actually on assignment.
Whose certifications expire before their assignment ends?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Redeploy the bench before anyone goes cold.
Who is on the bench, and what am I doing about it?
Nine people come free inside a month, and three have nothing lined up.
- All three are data engineers, which is exactly where the open reqs are. HubSpot, open deals
- Two more are extended on paper and the client has not signed. Outlook, client threads
- One of them said in March they would take a rate cut for the right role, and nobody wrote it down anywhere but the call. Zoom, check-in
You will get this on day one.
How is Northgate's backup configured?
- The offsite job has failed eleven nights running and nobody has raised a ticket. Freshdesk, job log
- The runbook still names an appliance that was decommissioned in March. Confluence, Northgate
What is ticket 8841 actually about?
- Filed as a mail issue, but the failure is the access policy that changed on the 4th. Freshdesk 8841
- Three tickets this month trace back to that change, and it is still open. Confluence, change log
This is the part nobody expects.
Which clients are over their contracted hours?
- Northgate is 12% over, all of it on a project with no change order. Contract and hours ledger
- The other three are inside 5% and all renew next quarter. Hours ledger, read only
What is about to breach SLA today?
- Both reassignments happened at handover, and the clock never stopped. Freshdesk, escalations
- The third is waiting on the client and can be paused. Teams, escalation thread
And this is where it stops being a chat box.
What is drifting, on which tenant, explained in the language you would use in front of the client.
What is drifting on Northgate's tenant?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Build the QBR for Northgate, start to finish.
Build the QBR for Northgate.
Ticket volume is down a fifth, almost entirely from the mail migration in month two.
- Three recurring issues trace back to one root cause, and it is still open. 312 tickets, resolution paths
- Contracted hours are 12% overspent, all of it on a project with no change order. Contract and hours ledger
- Two SLA breaches this quarter, both on tickets that were reassigned twice. Escalation threads
You will get this on day one.
What did we decide about Ridgeway pricing?
- The agreed number, and the two concessions that came with it. Gmail, 11 Aug
- The pricing sheet in the shared drive still shows the old figure. Drive, pricing v3
Turn this morning's review into tickets.
- The three duplicates are on the RID board, opened in July. Jira, RID board
- Two of the new ones have owners named on the call itself. Meet, this morning
This is the part nobody expects.
What is the status of the Ridgeway account?
- The change was agreed in a thread on the 11th and never reached the work tracker. Gmail, 11 Aug
- Both items opened since are written against the old plan. Jira, RID board
Brief me on my accounts before Monday.
- Ridgeway's scope change is still not in writing anywhere the team can see it. Gmail, 11 Aug
- Two others have gone quiet for a fortnight, after weekly contact all year. Calendar, meeting history
And this is where it stops being a chat box.
The support desk, the sales team and the analyst each get one that knows their work.
What does the support desk need to know this week?
Some work is ten tasks that depend on each other. Say what you need and Kollig sequences the rest.
Reconstruct the Ridgeway month and what changed in it.
What actually happened on the Ridgeway account this month?
Nine meetings, two of which changed the scope.
- The change was agreed in a thread on the 11th and never reached the work tracker. Gmail, 11 Aug
- Both items opened since are written against the old plan. Jira, RID board
- Nobody outside that thread has seen the new scope in writing. Documents shared with them