Transformation Intelligence

Company-specific transformation intelligence.
Delivered in days, not weeks.

You already know the company needs to change. What you don't have is the number. Rubicon identifies the burning platform, sizes the opportunity against named peers, and quantifies the cost of waiting. The analysis a consulting team bills weeks for — built by someone who has actually run these programmes.

Built by
A principal who has delivered a transformation at a listed company, with MBB experience behind the methodology. Not a junior analyst. Not a chatbot.
Speed
Company-specific briefs built to your requirements.
Typically delivered within 48 hours.
Basis
Public filings, named peer sets, sector data.
Figures sourced and tagged to their origin where available.
Who It's For

The same analytical engine,
tailored to how you'll use it

Whether you're screening a target, backing a pitch, preparing for an interview, or benchmarking your own position.

01
PE & Investment Firms

Size the transformation
before you bid.

Screen targets for cost and operational improvement. Receive a quantified brief — peer gap, cost of delay, and three-scenario savings model — grounded in public filings and delivered as an interactive one-pager.

  • Due diligence and target screening
  • Portfolio company transformation sizing
  • Sector-level opportunity scans
Typical deliverable: Interactive one-pager + three-scenario financial model
02
Boutique Consultancies

Analyst-grade research.
Without the team.

Company financials mapped, peers benchmarked, workstreams sized, scenarios modelled — the research foundation that typically requires a team of analysts. Available white-label to support your own pitches and proposals.

  • Company-specific transformation briefs
  • Financial models with conservative / base / stretch scenarios
  • Competitive positioning and sector research
Typical deliverable: Full brief + financial model + executive summary app
03
Interview Candidates

Preparation that
changes the outcome.

A deep intelligence brief on the company you're interviewing with: strategic position, transformation triggers, named peer benchmarks, and the questions the board is likely asking. Built for senior executive and consulting interviews.

  • Company deep-dive with strategic context
  • Peer benchmarks and competitive gap analysis
  • Board-level questions and talking points
Typical deliverable: Executive intelligence brief + interview preparation pack
04
Senior Executives

An independent view
of where you stand.

Confidential market intelligence on your own company and your peers. Understand your cost position, identify transformation triggers early, and get an evidence-based view of where the value sits — before the board asks.

  • Cost positioning vs named competitors
  • Transformation trigger monitoring
  • Board-ready briefing materials
Typical deliverable: Confidential peer benchmark brief
The Deliverable

Inside
the brief.

Every Rubicon brief follows a consistent analytical framework: the case for action quantified, the opportunity sized against named peers, the financial impact modelled across three scenarios.

Case for Action
Quantified triggers
Revenue trends, margin erosion, and competitive shifts — each identified with hard data and dated catalysts from public filings.
Cost of Delay
Per-quarter impact
The estimated cost of inaction, expressed as a quarterly figure. Grounded in peer differentials and published financials.
Peer Benchmarks
Named competitors
Specific named companies with specific ratios — not peer averages. Sourced from public data and built to support boardroom-level discussion.
Scenario Model
3 scenarios · NPV
Conservative, base, and stretch cases with implementation phasing. Full financial model with NPV and sensitivity analysis.
Check your inbox — the sample brief is on its way.
See what a Rubicon brief looks like. Anonymised sample delivered to your inbox.
Process

How it works.

Name a company. Receive a brief. Act on it.

01
Choose Your Tier

Snapshot, Full Brief, or Full Brief + Interview Prep. Pick the depth you need.

02
Name the Company

Tell us which company and what you need the intelligence for. ASX-listed, international, or private — if there is public data, we can build the brief.

03
We Build the Brief

Public filings ingested. Financials mapped against named peers. Transformation opportunity sized across three scenarios. Cost of delay estimated.

04
Typically Within 48 Hours

An interactive company brief with quantified opportunity, peer gap analysis, and scenario model — delivered to your inbox.

ASX 100 to global multinationals covered
48 hrs Typical turnaround
Named peers Not averages — specific companies
Figures sourced Tagged as verified, calculated, or estimated
Pricing

Intelligence, priced to act on.

Company-specific analysis you can buy today. No subscription. No sales call. Name the company, choose the tier, and the brief is typically delivered within 48 hours. All prices in AUD.

Tier 1

Company Snapshot

A$149
One-time purchase · Typically within 48 hours

Executive briefing on a named company: industry context, peer benchmarks, analyst view, key metrics, and strategic position. The foundation for any decision.

  • Interactive HTML executive briefing
  • Industry context from first principles
  • Named peer benchmarks (typically 4+)
  • Analyst consensus and market sentiment
  • Key metric gap quantified in dollars
Tier 2

Full Intelligence Brief

A$249
One-time purchase · Typically within 48 hours

The complete Rubicon three-deliverable package: interactive briefing app, three-scenario financial model, and print-ready executive document. Everything you need to act.

  • Everything in Company Snapshot
  • XLSX financial model with 3 scenarios
  • Workstream-level cost sizing
  • NPV, sensitivity analysis, glidepath
  • Print-ready DOCX executive brief
  • Source ledger with full citations

All tiers include our buildability guarantee — if we can't build a credible brief from public data, you pay nothing. See refund policy.

Enterprise, white-label, or volume pricing? Let's talk.

What You Receive

Briefs are delivered as an interactive web app — dark-themed, tab-navigated, built to be shared with a board or used to prepare for a meeting. Here's what it looks like.

company-name_App.html
Executive Briefing
Industry · Company · Peers
10-tab interactive briefing with charts, benchmarks, and analyst view
Financial Model
3 Scenarios · NPV · Sensitivity
8-tab XLSX with workstream sizing, phasing, and source ledger
Print Brief
Board-Ready Document
DOCX replicating all HTML content for print or PDF distribution

Full Brief and above includes all three deliverables. Company Snapshot includes the executive briefing only.


Why Rubicon?

The name means
something.

"Alea iacta est." — The die is cast.

In 49 BC, Julius Caesar stood at the bank of the Rubicon — a small river in northern Italy that marked the boundary of Roman law. To cross it with an army was treason. There was no coming back. He crossed anyway.

Every consequential decision has the same structure. The deal you bid on. The transformation you commit to. The interview where you either know the answer or you don't. These are not moments for approximation. Rubicon exists because the people who face these moments deserve better than a slide deck and a guess. They deserve evidence — specific, quantified, and built by someone who has been on the other side of the table.

Direct Delivery

Beyond intelligence:
direct delivery.

For companies ready to act on the intelligence, Rubicon's principal is available for embedded transformation delivery — accountable to transformation outcomes, with direct experience turning analysis into structural results.

Outcomes during prior transformation programme: net loss to A$88.7M NPAT. Leverage reduced from 2.8x to 1.0x. Dividends reinstated. 60% share price recovery from programme low. All figures publicly reported.

A$88.7M
NPAT turnaround
from net loss
2.8x → 1.0x
Leverage ratio
reduction
60%
Share price recovery
from programme low
Reinstated
Dividends returned
to shareholders
Questions

Before you order.

What data sources do you use? +

Public filings (annual reports, exchange announcements, investor presentations), analyst consensus data, regulatory disclosures, and industry benchmarks. Figures are sourced and tagged as Verified, Calculated, or Estimated in the source ledger where available. We do not use insider information or proprietary databases.

Can you cover private or international companies? +

Yes. ASX-listed companies have the deepest coverage. International listed companies (LSE, NYSE, SGX, HKEX) are fully supported. Private companies can be analysed where sufficient public data exists — regulatory filings, media coverage, industry benchmarks. If the data is too thin to build a credible brief, we'll tell you before charging.

How is this different from a standard industry report? +

Industry reports give you sector averages and broad trends. A Rubicon brief is built for one company: your target, your client, or your interview. The financial models use real sourced data with three scenarios, peer benchmarks are named (not averaged), and claims are traced to specific filings where available. The output is designed to support boardroom-level discussion.

What if I need the brief faster than 48 hours? +

Note your timeline in the order form. Most briefs are delivered well within 48 hours. For urgent requests, we can often accommodate same-day or next-day delivery — just flag it when you order.

What does the Interview Prep Pack include that generic coaching doesn't? +

The prep pack is built on the same financial model as the Full Brief. Your behavioural questions map to actual workstreams, your case framework uses real peer benchmarks, and your Day 1-90 plan references specific transformation targets. Most interview coaching gives you generic STAR practice. This gives you the numbers the board is looking at, the strategic language the company uses, and the specific data points that make interviewers stop and ask "how do you know that?"

What's your refund policy? +

Before delivery: If we determine during research that insufficient public data exists to build a credible brief for your company, we'll let you know and issue a full refund — you pay nothing.

After delivery: If you're not satisfied with the quality of the brief, contact us within 7 days of delivery and we'll make it right or refund your purchase. Refunds are processed via your original payment method and typically appear within 5–10 business days, depending on your bank or card provider.

Get Started

Name the company.
We'll build the brief.

Self-serve or talk to us about enterprise engagements and white-label partnerships.