Who we are
Foundation deck — purpose, mission, vision, values, brand promise, strategic pillars — plus the equity story. Authored by your team, with draft, redline review and approval before anything publishes.
Illustrative scorecard
Net revenue retention112%
Gross margin61.4%
Cost per acquisition$1,840
Backlog coverage1.8x
One narrative, from thesis to action
Theos connects the story you tell investors to the levers, playbooks, numbers and people that deliver it — and keeps the whole chain current between meetings.
What we do
An interactive walkthrough of the operating model and a top-level business flow, division by division, with every operation linked to the strategy it serves.
How we grow it
Growth levers cascade into initiatives, playbooks and plays. KPIs and targets roll up to the lever they support, so one screen shows the goal and the facts behind it.
How it's going
Evergreen KPI entry with targets, trends, board-facing or internal flags, dashboard widgets, CSV import, and automatic health rollups up the cascade.
Who runs it
Executive org charts and business structure charts on a visual canvas — succession planning, future hires, per-node styling and scenario drafts. Anyone on the chart can own a KPI or action, user or not.
What we do about it
Meetings with agendas, minutes and decisions; action items with subtasks; a risk register you can add to from anywhere; alignment tree and strategic roadmap.
How we share it
Compose board packs from any part of the site, present live, and export branded PowerPoint, Word and print/PDF — including vector org and structure charts.
Governance built in
One isolated workspace per company at its own URL, segment-level access, module permissions, comments and full change history, board guest portals with view logging, recycle bin and audit log.
AI that drafts, never decides
Compose assistance for actions, risks, levers, initiatives, playbooks, plays and KPIs — always as an editable draft a person accepts. Deliberately excluded from the foundation and equity story, which your team owns word for word.
Collaborative by default
Comment threads, notes, mentions and an inbox, a personal My Work queue, workspace search scoped to what you can see, and change history on every record.
Contact us for more information
Questions, demos or partnership inquiries? Email info@usetheos.com and we’ll be in touch.