StakeInsights Consulting judgment · Product engineering
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Consulting judgment. Product-grade engineering.

Dashboards show the problem.
Agents get it closed.

We build decision systems for CXOs, boards and investors. Reconciled numbers show what needs attention. Agents route the work to an owner and follow up until it is closed.

Tell us what needs chasing How the agents work

A dashboard tells you North is short. An agent tells the regional manager which fourteen customers to call — and checks tomorrow whether they paid.

Meridian Lubricants Ltd Illustrative workday · 30 Sep 2026
  1. 07:30MSME dues11 vendors past 45 days — payment list of $257k drafted for PayablesOldest bill 71 daysTo approve
  2. 09:15CollectionsNorth $816k short — 14 overdue customers ranked for the regional managerBy amount and days overdueSent
  3. 10:00ReportsDaily sales report to 30 salespeople and 6 regional managers0 bouncedDone
  4. 10:30Follow-upYesterday's West list — 6 of 9 customers paid $228k; 3 escalatedLoop closed on the same listClosed
23actions today
17closed by the owner
$1.3Mcollected after a chase, month to date

Illustrative workflow and figures, not client results. Availability is labelled on each desk.

Runs in your cloudPrivate databaseRole-based accessAudit trailTraceable figures

Who we are

Business judgment.
Numbers you can stand behind.

StakeInsights is a consulting studio with deep-tech capability. We build decision systems — for the CFO, sales, operations, HR, the board and investors — that read a company’s own ERP data, compute every figure with deterministic code, show the working behind it, and run agents that route problems to the person who owns them and follow up until they are closed.

Your business rules come first. Tested code calculates. AI explains what changed.

01

Experts define the logic

People who've run finance, sales and plants decide what a number means for your business — which customers count, what the covenant really measures.

DSO = receivables ÷ revenue × 91, on the ageing your auditors accept
02

Code computes the answer

Deterministic, tested code produces every figure and re-runs it on each data drop. The same inputs always give the same number.

61 days · traced to 997 customer balances
03

AI explains the trace

AI reads the result, says what changed and flags what needs a decision. It never computes a figure itself.

Cash — receivable days up to 61; $1.7M more tied up

One system, six desks

Every seat at the table asks a different question.

Each leader gets a different view of the same reconciled numbers. Start with one desk and expand as the questions change.

Screen readiness: Live in client systems · Prototype demonstrable · Design ready specified, custom-built for you. Agent status is shown within each desk.

CFO

Is the quarter tracking — and if not, where exactly is it leaking?

  • Margin bridge and 13-week cash forecast
  • Working capital and covenant headroom
  • Peer benchmarks and month-end close

3 live · 3 design ready

Open the desk →

Head of sales

Which regions and distributors are slipping on collections?

  • Collections vs target by region
  • A personal 10am report for every salesperson
  • Distributor credit risk and discount leakage

2 live · 4 design ready

Open the desk →

COO & supply chain

What do we make, stock and buy next month?

  • Demand-led S&OP with market signals
  • Dead stock and depot replenishment
  • Supplier lead times and purchase-price drift

1 live · 2 prototypes · 3 design ready

Open the desk →

CHRO

Where are we short-staffed, and where are we over-paying?

  • Manpower plan and flight-risk warnings
  • Pay bands, equity scan and offer builder
  • Nine-box talent grid and a live org chart

4 prototypes · 2 design ready

Open the desk →

CEO & board

What does the board need to hear this quarter?

  • Strategic read and peer gap scorecard
  • Capex decision room with live IRR
  • Analyst Q&A prepared from the numbers

3 live · 3 design ready

Open the desk →

Engineering & bids

Can we send a sized, costed proposal by Friday?

  • Reads the client package end to end
  • Sizes the design from first principles
  • Bid/no-bid scoring and margin guardrails

3 live · 3 design ready

Open the desk →

For investors and lenders

The same desks, rolled up for the people who own the outcome.

Twenty years in private equity taught us what a portfolio review actually needs: plan, cash, covenants — and where the return will come from.

Open the investor desk
+2.3 ptsROE from four fixes the operating desks already found
$3.8Mworking capital released to repay debt

Meridian Lubricants, a fictional company. Illustrative figures, worked through on the investor desk.

Case files

Shipped, not slideware.

Real engagements across finance, engineering and sales. Here are three of the five case files, with the problem, the build and what changed. Client names withheld; references under NDA.

Live in production

A listed distributor's daily decision layer.

ERP reports refreshed through the day. Payables alerts routed to their owner. Individual sales reports sent each morning.

Read the engagement →
Case 01 Oil & gas · listed distributor

From last year's audit to a live decision layer

CFO · Sales · Boardroom Case 03 Environmental engineering

Sizing a treatment plant from first principles

Engineering Case 05 FMCG · packaged juices

Seeing what sold, not just what shipped

Sales · CFO

All case files →

Traceable by design

An agent is only as good as the number it acts on.

So every figure opens to what it means, how it was calculated, the query behind it and the source file it came from. Your auditors can check it. So can the agent's owner.

Meridian Lubricants Ltd CFO desk · Q2 FY27
Demo company
MeansNet revenue less the cost of goods sold — base oil, additives, packaging and inbound freight — as a share of net revenue.
Formula(Net revenue − COGS) ÷ Net revenue = $8.4M ÷ $39.2M
QuerySELECT (revenue - cogs) / revenue AS gross_margin FROM v_mgmt_pl WHERE fiscal_quarter = 'FY27-Q2';
Source · Management P&L · 1,204 ledger linesAs of 30 Sep 2026, 14:09 IST

Click any figure to see its definition, formula, query and source — the way every number in our systems works.

From showing to doing

Dashboards describe the problem. Agents chase it.

Each agent watches one thing that matters, and hands it to the person who owns it — with the working attached.

See how the agents work →

Routed to an owner, not a channelPayables issues reach payables. Finance heads and admins see everything, with the responsible person named.
Quiet until it mattersNo duplicates. Alerts close themselves when the underlying number is fixed, and can be snoozed with a reason.
An audit trail by defaultWho raised it, who acknowledged it, and when it was resolved — recorded, not remembered.

Alerts · Meridian Lubricants

3 of 23 today · demo data

$257k owed to 11 MSME vendors past the 45-day limit

Deductible only once paid · oldest bill 71 days

BreachPayables

North region at 78% of September collections target

$816k short with 4 working days left

WatchSales · North

Daily sales report sent to 30 salespeople and 6 regional managers

10:00 IST · 0 bounced

DoneAutomated
Illustrative figures for a fictional company.

Built to be trusted

Four rules we don't bend.

The AI never does the arithmetic.

Tested code computes the figures. AI explanations are constrained to those outputs, with the source available for review.

Every figure shows its working.

One click from any number to its definition, formula, query and source file. If an auditor asks, the answer is already on screen.

People retain control.

Actions are routed to named owners. Approval steps, exceptions and escalation rules are agreed before launch.

See how it works →

Your data stays yours.

A private database with no public endpoint, encrypted at rest, role-based access, rotating credentials and a full audit trail.

Who you'll work with

Investor judgment. Builder's hands.

We read businesses the way an investor does, and build the systems ourselves. Start with one decision, one owner and a clearly scoped build.

Tushar SinhaCo-founder · 20 years in private equity

Tell us what needs chasing.

We'll tell you the smallest system that moves it — and whether you need a custom build at all.

Goes straight to hello@stakeinsights.ai. We reply to the address you give us, and store nothing else.

Emailhello@stakeinsights.ai WhatsApp+65 8488 0512