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Value Creation Plans

Quantified cost takeout and growth levers

Systematically identify, quantify, and prioritize value creation opportunities across your portfolio using consistent methodology and data-driven analysis.

Source · to · decision

The evidence path

Operational data to cited cost-takeout and growth lever pack. The same six-stage workflow behind every 15Rock artifact.

01

Source map

Ingest trusted sources

02

Claim engine

Map claims to evidence

03

Workflow engine

Apply your methodology

04

Draft artifact

Generate cited output

05

Reviewer loop

Human validates

06

Decision pack

Export memo · brief · board pack

The artifact

What your team gets

A levered value-creation plan with quantified cost takeout and growth opportunities — benchmarked against peers and cited back to source.

Cost Optimization

Identify specific cost reduction opportunities with quantified impact and implementation roadmaps.

Growth Levers

Discover expansion opportunities, market adjacencies, and revenue acceleration strategies.

Prioritization

Rank initiatives by impact, feasibility, and time to value for optimal resource allocation.

Benchmarking

Compare performance against industry peers to validate improvement potential.

How it runs

How the workflow runs

Six terms you'll see across the product. Each maps to a concrete artifact, not a marketing concept.

Source map

Every trusted input — filings, broker research, internal models, regulatory data — registered and verified before it can be cited.

Claim engine

Maps each assertion in a draft to the evidence span it came from. Unsupported claims surface before review.

Workflow engine

Your methodology — IC framework, scoring rubric, red-flag library — running as a repeatable workflow, not a prompt.

Reviewer loop

Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.

Decision pack

The output: memo, brief, or board pack — every paragraph traceable to its source.

Audit trail

Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.

Bring us one portco. Get back a cited value plan.

Two-week prototype on one portfolio company. We'll deliver a quantified value-creation plan with peer benchmarks and an evidence trail behind every lever.

Start small

Most teams begin with one workflow, one source set, and one output.

Start a focused prototype

Used by teams at

Built from hands-on use across investment firms, advisors, banks, and global enterprise teams.

BlackRockGIPBCIRBCScotiabankBMOManulifeAvnetBugatti