Financial Intelligence
Real-time visibility into profitability and scaling capacity.
Global Resource Settings
Editable rate card. Adjusting these values recalculates every engagement instantly.
Used only for capacity planning and hiring ROI calculations. Analyst compensation is based on revenue share (10% of engagement revenue).
ICOS Engagement Templates
Editable revenue and resource assumptions. Costs, margins, and profitability calculated automatically.
Investibility Score™
Strategic Review™
Institutional Diagnostic™
90-Day War Room™
Capital Readiness Program™
Custom Advisory™
Capacity Intelligence
Identify growth constraints, forecast revenue capacity, and determine the highest ROI hiring opportunities.
Current forecast materially exceeds delivery capacity. Hiring or reducing forecast volume is required before this plan is operationally realistic.
Analyst · +10 hrs / week
Analyst capacity is currently constraining growth at 381.1% utilization. Adding 10 Analyst hours per week would unlock approximately $246,023 in annual revenue capacity and $202,132 in annual gross profit — a 7.8x return on hiring investment. Analyst resources should be prioritized before expanding other roles.
Live Pipeline
Connected to Strategic Review™. Revenue mapped from commercial qualification layer.
Forecast Model
Enter expected monthly volume per program. Revenue, profit, and margin projected automatically.
Current vs Revenue-Share Analyst Model
Side-by-side validation of the v1 hourly analyst model against the v2 10% revenue share model. Use this to decide whether to promote v2.
| Engagement | Model | Revenue | Analyst Cost | Advisor Cost | Ops Cost | Delivery Cost | Gross Profit | Margin % |
|---|---|---|---|---|---|---|---|---|
Institutional Diagnostic™ 14 Days | v1 · Hourly | $2,500 | $600 | $375 | $25 | $1,000 | $1,500 | 60.0% |
| v2 · 10% Revenue | $2,500 | $250 | $375 | $25 | $650 | $1,850 | 74.0% | |
90-Day War Room™ 90 Days | v1 · Hourly | $15,000 | $2,400 | $1,200 | $100 | $3,700 | $11,300 | 75.3% |
| v2 · 10% Revenue | $15,000 | $1,500 | $1,200 | $100 | $2,800 | $12,200 | 81.3% | |
Capital Readiness Program™ 4–6 Months | v1 · Hourly | $35,000 | $4,000 | $2,250 | $200 | $6,450 | $28,550 | 81.6% |
| v2 · 10% Revenue | $35,000 | $3,500 | $2,250 | $200 | $5,950 | $29,050 | 83.0% | |
Custom Advisory™ 3–12 Months | v1 · Hourly | $50,000 | $2,000 | $3,000 | $150 | $5,150 | $44,850 | 89.7% |
| v2 · 10% Revenue | $50,000 | $5,000 | $3,000 | $150 | $8,150 | $41,850 | 83.7% |