Bring one number your teams define differently.
We map every version of it, who owns each one and where an AI system would pick the wrong one. You keep the write-up.
- No preparation, no data, no system access
- A working session, not a product demo
- For banks, insurers, asset managers and PE-backed finance teams
Trouble with the scheduler? Open it in a new tab.
- 1Pick a time and name the number
Available cash, adjusted EBITDA, a referral threshold. One line is enough.
- 230 minutes with our research team
We trace how each team defines it, the exceptions they apply and who decides.
- 3Keep the write-up
Within a week: the definitions side by side, where they diverge, who owns each.
See what the write-up looks like
An illustrative excerpt for “available cash” at a regional bank. It is an example, not a client.
| Team | What “available cash” means | Written down? |
|---|---|---|
| Treasury | Cash and due from banks plus unencumbered securities eligible to pledge | Liquidity policy |
| Finance (board pack) | Cash and due from banks less required reserves | Only in the template |
| Credit | Borrower cash less restricted and trapped cash | Credit agreements only |
Finding: three definitions and one owner. An AI assistant asked for available cash would pick one without saying which.
No time works? Send us the number instead
Tell us the number and the days that suit you. We reply within one business day with times.
The method comes from our paper One number, five definitions.