Discover hidden financial & operational inefficiencies limiting your business growth.
An AI-powered executive diagnostic designed to identify financial visibility gaps, operational bottlenecks, automation opportunities and scalability risks — in under four minutes.
Confidentiality notice — Information you share in this diagnostic is used solely to prepare your executive review and consultation. Your data is stored in private, encrypted infrastructure, never sold, and never shared with third parties outside of Nexum's advisory workflow.
- 4-minute assessment
- Executive-level insights
- AI-powered recommendations
- Complimentary executive review
What you receive
Six executive deliverables, ready before your strategy call.
- Executive Intelligence Score
A composite 0–100 read across seven dimensions of your business — financial visibility, cash, operations, AI readiness, scalability and reporting maturity.
- Industry Benchmark Insights
How your results compare with other owner-led businesses of similar size in your sector — so you can see what's normal, what's a gap, and what's an advantage.
- Financial Visibility Review
Where the numbers are clear, where they are late, and where decisions are being made without them — including cash, margin and reporting timing.
- AI Opportunity Assessment
Concrete places where automation and AI can save your team time within 90 days — collections, reporting, onboarding, follow-up and customer service.
- Executive PDF Report
A private, partner-ready PDF you can keep, share with your leadership team, and bring to your bank, board, or buyer when the conversation calls for it.
- Optional Strategy Call
A 45-minute private session with a Nexum partner to walk through your report, validate priorities, and map a concrete 90-day plan. No obligation, no sales pressure.
How it works
Four steps. About four minutes.
- Step 1Complete the diagnostic
Answer a short series of executive questions about your financials, operations and team — under four minutes.
- Step 2Receive score and insights
Our engine generates your Executive Intelligence Score, sector benchmark, and priority insights on screen — and prepares your private PDF.
- Step 3Review recommendations
See the specific gaps, risks and AI opportunities the diagnostic surfaces, ranked by impact — so you know what to act on first.
- Step 4Optionally book a strategy call
If it's useful, book a 45-minute private session with a Nexum partner to translate the report into a 90-day plan. Entirely optional.
Sample insight
The kind of finding your report will name out loud.
Collections optimization recommended — prioritize the top 10 accounts, deploy automated follow-up, and target a 12-day reduction in 90 days.
Your report names findings like this in plain English, with the dollar impact and the next concrete step attached.