Investor Panel
Data-room-ready metrics for investor stakeholders. Screenshottable, always current. The quarterly report auto-generates on the 10th of each quarter.
Q2 2026 (to date)2/8 playbook completeHochhauser family · 4th generation
EBITDA margin
28.4%
+3.1pp
Service gross margin
64.2%
+2.4pp
Crew utilization
87%
+11pp
On-time compliance
94%
+7pp
Top-5 concentration
38%
-4pp
Avg contract LTV
$184,000
+6%
12m churn
2.1%
-0.8pp
Upsell YTD
$84,000
+41%
100-day playbook tracker
Standard PE post-close modernization checklist · auto-maintained from Mission Control signals
External COO hire
Board · 18+ yrs NYC construction experience
Operations lead hire
COO · Mechanical engineering background, 10+ yrs facilities management
AI platform selection
Leadership · Helix evaluation + rollout
KPI dashboard in place
COO · Mission Control buildout
Compliance rate > 90%
COO · Currently 94% on-time; target 98% by year-end
Upsell engine operational
Leadership · Service-line expansion simulator · planned month 7
Hall-Woolford integration plan
Leadership · Cross-P&L view · planned month 9
Long-range data room
Leadership · Auto-maintained from Mission Control data
Safety record
Lower premiums + cleaner exit story
12m incidents
1
-3 vs prior 12m
Near-misses logged
34
all closed with corrective action
Confined-space permits
412
100% compliant