StrategyFounder OS
Portfolio objectives and execution horizons
Quarterly OKRs across every business, with key results tracking real progress against targets.
Objectives & Key Results
Grow advisory revenue to $600k ARR
On track
Great AdviceMarcusQ1 2026
Close $180k in new advisory contracts
95000/180000 $
Reduce lead response time to under 20 minutes
46/20 min
This key result may miss its target. Review the underlying work.
Launch managed discretionary account offering
0/1 launch
This key result may miss its target. Review the underlying work.
Stabilise TSG cash position above guardrail
At risk
TSG RochedaleNinaQ1 2026
Maintain cash buffer above $25k at all times
39000/25000 $
Reduce supplier payment cycle to net-30
42/30 days
This key result may miss its target. Review the underlying work.
Complete people compliance cleanup
Behind
Wallys Barber ShopAvaQ1 2026
Resolve all contractor classifications
2/6 roles
This key result may miss its target. Review the underlying work.
Achieve zero overdue compliance items
1/0 items
This key result may miss its target. Review the underlying work.
Increase weekend chair utilisation to 85%
72/85 %
Reduce founder decision bottleneck by 50%
On track
PortfolioGeorgeQ1 2026
Delegate 8 recurring approvals to agents
5/8 approvals
Reduce average decision queue age to under 2 days
3.4/2 days
This key result may miss its target. Review the underlying work.
Stand up portfolio-wide compliance posture
Completed
PortfolioGeorgeQ1 2026
Map all obligations across 3 entities
3/3 entities
Automate compliance deadline alerts
1/1 system
Execution Horizons
- 1.Resolve TSG cash buffer pressure before payroll window
- 2.Close Great Advice lead response SLA gap
- 3.Complete Wallys contractor classification audit
- 1.Launch managed discretionary accounts at Great Advice
- 2.Negotiate TSG lease variation to reduce fixed costs
- 3.Expand Wallys weekend premium service offering
- 1.Evaluate acquisition target for portfolio diversification
- 2.Build cross-entity financial dashboard with live Xero feed