Financial
- Revenue
- Cash flow
- Gross margin
- EBITDA
- AR / AP
- Working capital
Institutional operating layerOwners · Operators · Private equity · Institutional capital
The financial operating system for the service economy.
Ledgera Global connects financial, operational, and transactional data across home services and industrial services into a real-time intelligence layer for owners, operators, and the institutions that finance and invest in them.
Home servicesHVAC · Plumbing · Electrical · Restoration · Mechanical
Industrial servicesIndustrial Maintenance · Field Services · Specialty Contracting · Infrastructure Services
Cash runway
14 mo
Months of operating runway
EBITDA margin
18.4%
Trailing 12 months
Founder stress index
42
Moderate, improving
Estimated leakage
$184K
Annualized, recoverable
QuickBooksServiceTitanNetSuiteBanksPayrollCRM→Ledgera intelligence layer→Decisions
Financial and operational systems stay in place. Ledgera sits above them as the intelligence layer.
The thesis
One intelligence layer across the operating company.
Financial systems record transactions. Operating systems record activity. Banks record cash. CRMs record relationships. Ledgera unifies them.
Ledgera Global transforms fragmented operating data into institutional-grade financial intelligence.
Operational
- Jobs
- Labor
- Technicians
- Dispatch
- Utilization
- Maintenance agreements
Commercial
- Pricing
- Sales
- Customers
- Recurring revenue
- Pipeline
Investment
- Valuation
- Acquisition readiness
- Portfolio performance
- Scenario analysis
The problem
The service economy runs on fragmented infrastructure.
None of the underlying systems provides a unified view of how the business actually performs. Owners and investors reconcile reality from month-end packs.
The result
- Owners discover margin problems weeks after they happen.
- Investors cannot compare companies on consistent numbers.
- Lenders underwrite on stale, manually assembled data.
01Systems of record
QuickBooks · ServiceTitan · NetSuite · Banking · Payroll · CRM
02Fragmented data
Each system records its own slice of the business
03Ledgera Global
One normalized intelligence layer
04Decision
Cash, margin, hire, invest, exit - grounded in evidence
Financial intelligence
The unified view that turns data into confident decisions.
Who it's for
Built for the people who operate and allocate capital.
One operating layer serves the owner in the field and the institution underwriting the business.
Operators
Real-time financial controlKnow where margin, cash, and operational performance are moving before month-end. Own the morning questions: payroll, trucks, hiring, pricing.
Private Equity
Portfolio intelligenceStandardize financial and operational data across portfolio companies and identify value-creation opportunities - from one view.
Family Offices
Investment visibilityEvaluate operating companies with consistent financial and operational intelligence instead of bespoke monthly pack reads.
Strategic Acquirers
Acquisition intelligenceAssess companies, normalize financial information, and monitor post-acquisition performance on a common operating layer.
Platform architecture
An intelligence layer built on the operating company's data.
AI is not the product. It is the engine underneath the infrastructure.
Connect
Integrate financial, operational, and commercial systems - without replacing the systems of record you already run on.
Normalize
Create a unified financial and operational data model across locations, entities, and systems.
Intelligence
AI continuously identifies changes, anomalies, margin leakage, cash-flow risk, and operational inefficiencies.
AI doesn't replace the underlying financial infrastructure. It makes the infrastructure intelligent.
Platform modules
Everything the owner and the institution need, in one layer.
Each module answers a real decision - payroll, trucks, pricing, lenders, exit - not just a chart.
Cash Command Center
Payroll coverage, cash runway, and AR aging - the owner's daily screen.
AI Business Advisor
“Can I afford another truck?” answered with evidence from your own data.
Margin Leak Detection
Explains where profit disappears - by job, technician, and location.
Enterprise Value Tracker
EBITDA, retention, and operational maturity, tracked continuously.
Acquisition & Diligence
Readiness scores, diligence reports, and multiple-potential analysis.
Lender Readiness
Debt coverage, covenants, and reports built for banks and lenders.
Institutional Risk
Debt dashboard, covenant monitoring, and executive risk signals.
Peer Benchmarks
Anonymized comparison of margins and KPIs across the same trades.
Missed-Call Revenue
Recover revenue lost to calls that never converted.
Marketing Profit
Which spend actually produces margin - not just leads.
Founder Stress Index
A single score for operational health across the company.
Weekly CEO Briefing
Priorities, alerts, and recommended actions every Monday morning.
Portfolio intelligence
From individual operating companies to portfolio-wide intelligence.
Creditors, acquirers, and fund managers see every company on the same normalized operating layer.
| Company | Revenue | Gross margin | EBITDA | Cash | Risk |
|---|---|---|---|---|---|
| Company A | $18.4M | 41.2% | 14.8% | $2.1M | Low |
| Company B | $31.7M | 34.6% | 9.2% | $1.4M | Watch |
| Company C | $12.9M | 38.1% | 12.6% | $3.0M | Low |
Integrations
Built on the systems businesses already run.
Ledgera does not require companies to replace ServiceTitan, QuickBooks, or their bank. It connects them.
QuickBooks
Accounting
ServiceTitan
Field operations
NetSuite
ERP
Banking
Cash
Payroll
Labor cost
CRM
Sales & pipeline
Samsara
Fleet
CallRail
Call intelligence
Institutional infrastructure
Infrastructure for institutional capital.
The architecture is built to the standard institutional counterparties expect before they connect their capital to operating data.
✓Role-based access & entity-level permissions
✓Tenant data isolation across every company
✓Full audit logging and traceability
✓Encryption at rest and in transit
✓Secure OAuth integrations with read/write controls
✓API infrastructure for institutional data exchange
✓Entity-level multi-company permissions
✓Architected toward SOC 2 and institutional governance standards
The vision
The financial infrastructure layer for the service economy.
The service economy represents trillions of dollars of activity across thousands of fragmented operating companies. Ledgera Global builds the intelligence layer that connects those businesses to the capital and institutions that finance, acquire, and operate them.