Wexler Gray — Interactive Demo

Post-Acquisition Monitor29 points clear of the escalation threshold with nothing open

Attavia Clinical Software is 29 points below its escalation threshold — cross-functional communication is the strongest theme at 42 against a threshold of 71. Nothing is currently escalated, though 1 theme is still climbing. No board direction is outstanding.

42

Highest signal

of 71 threshold

0

Open escalations

nothing open

80%

Participation

coverage sufficient

0

Board actions

none assigned

What needs attention

2 active themes

Cross-Functional Communication

7 independent participants · 4 functions

Developing42 / 71↑ Rising 4wView evidence →

Reported by 7 independent participants across 4 functions, persistent for 4 weeks and rising.

Leadership Direction Clarity

6 independent participants · 4 functions

Weak Signal35 / 71FlatView evidence →

Reported by 6 independent participants across 4 functions, persistent for 4 weeks.

Organizational radar

all 8 themes scored

0

Escalated

1

Developing

Cross-Functional Communication

7

Quiet

View all eight themes

Organizational radar

Attavia Clinical Software across the eight themes

Every company is scored on the same eight themes, shaded against this program's own escalation threshold — so a quiet row means quiet, not unmeasured.

No signal

Weak

Developing

Escalated

Company

Direction

Bandwidth

Comms

Alignment

Capacity

Talent

Friction

External

Attavia Clinical SoftwarePost-Acquisition Monitor

35

·

42

5

·

6

·

5

Confidence = unique reporters of a theme ÷ active participants over the rolling 4-week window. A cell turns red once it crosses its company's escalation threshold.

Board response

No board direction outstanding, and nothing open that needs one.

bolt-on · held since June 2023 · Madison, WI

Company context

Employees: 155
Signal seats: 20; 13% enrolled
Revenue: $29M ARR
EBITDA margin: 14–17%

Investment thesis

Clinical documentation module acquired to close a competitive gap in Solverance enterprise deals.

Known exposures

·Product integration dependent on four engineers from the acquired team

Organizational radar

Attavia Clinical Software across the eight themes

Every company is scored on the same eight themes, shaded against this program's own escalation threshold — so a quiet row means quiet, not unmeasured.

No signal

Weak

Developing

Escalated

Company

Direction

Bandwidth

Comms

Alignment

Capacity

Talent

Friction

External

Attavia Clinical SoftwarePost-Acquisition Monitor

35

·

42

5

·

6

·

5

Confidence = unique reporters of a theme ÷ active participants over the rolling 4-week window. A cell turns red once it crosses its company's escalation threshold.

Cross-Functional Communication

DevelopingRisk42 / 71↑ Rising4 consecutive weeks+3 reporters vs prior window

Confidence

42

/ 71 threshold

Independent participants

7

reporting this theme

Functions

4

distinct

59% to thresholdFirst reported June 2026

Reported by 7 independent participants across 4 functions, persistent for 4 weeks and rising.

How this signal was validated

Signal validation

Why this reads as a signal — and what kind

Signal assessment

58

Coverage

How much of the org is heard

55

Materiality

How much it matters

64

Urgency

How soon to act

Kept separate by design — a signal can be low-confidence yet high-materiality, or well-covered yet not urgent.

Why we trust this

Recurrence100

Repeats week on week

Reach80

Cross-functional breadth

Persistence67

Consecutive-week longevity

Specificity55

Decisiveness of reports

Consistency60

Agreement among reporters

Materiality55

Reported impact magnitude

Independent participants by function

Engineering

4reporters · 57%

Other functions (3)

3reporters · 43%

Some functions are combined to protect participant anonymity.

Persistence — last 10 weeks

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Theme reported this week

Not reported

Leadership Direction Clarity

Weak SignalRisk35 / 71→ Stable4 consecutive weeks

Confidence

35

/ 71 threshold

Independent participants

6

reporting this theme

Functions

4

distinct

49% to thresholdFirst reported June 2026

Reported by 6 independent participants across 4 functions, persistent for 4 weeks.

How this signal was validated

Signal validation

Why this reads as a signal — and what kind

Signal assessment

55

Coverage

How much of the org is heard

55

Materiality

How much it matters

51

Urgency

How soon to act

Kept separate by design — a signal can be low-confidence yet high-materiality, or well-covered yet not urgent.

Why we trust this

Recurrence100

Repeats week on week

Reach80

Cross-functional breadth

Persistence67

Consecutive-week longevity

Specificity55

Decisiveness of reports

Consistency60

Agreement among reporters

Materiality55

Reported impact magnitude

Independent participants by function

Other functions (4)

6reporters · 100%

Some functions are combined to protect participant anonymity.

Persistence — last 10 weeks

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Theme reported this week

Not reported

No escalations have been raised at Attavia Clinical Software.

No board direction has been set for Attavia Clinical Software.

Bearing provides direction and interpretation: it converts an escalation into a board-ready reading with numbered recommendations and tracked actions.

LiveMonitoring 20 participants53 submissions analyzedWatching 5 functionsRunning 10 weeksUpdated moments ago

Participation health

Are invited slots turning into weekly submissions?

16

Invited

active slots

15

Activated

94% of invited

13

Submitting

81% of invited

1 never started · 2 went quiet — re-share their invite links to lift participation.

Weekly history

last 10 weeks

No Signal

Weak Signal

Developing

Escalated

Click any bar to see that week's themes and reporter breakdown

Monitored functions · 5

ExecutiveEngineeringCustomer SuccessSalesFinance

Recent changes

07:056 new submissions received

This weekCross-Functional Communication accelerating

This weekParticipation at 80%

1 week ago6 new submissions received

2 weeks ago5 new submissions received

The other side of the program

Every number above starts as a 60-second weekly check-in inside the company — no account, no name, just a link.

Preview the participant check-in →