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Tools for the case you have to make

Measured studies, working templates and calculators for the people who have to quantify a problem before they can fix it.

Everything we have published

Research reports, case studies, vendor diligence questions and business case worksheets. Filter by type, or search for the problem you are trying to size.

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Worksheets

Calculators

Case studies

Report

26 pages

The State of Wholesale Finance 2026

Days' supply, cost of carry and collateral risk across six asset classes, from eight months of public data. Twenty-two figures, seven exhibits, every source named.

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Guide

8 pages

The 2030 Blueprint

Start from the lender you need to be in 2030 and work backward to what has to be true, in what order, with each phase paying for the next.

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Report

7 pages

Auditing less, safely

Physical audits verify a moment. Risk moves between them. What has to be true before a lender can responsibly reduce how often it sends someone to the lot.

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Report

8 pages

Title Processing Time Study: First Business Bank

A bank timed every step of its live title operation for five days across 338 titles. Median processing time per title fell 69%, from a 75 second baseline to 23 seconds.

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Calculator

3 tools

Three calculators for your own numbers

Title processing cost, the headcount ceiling at your growth plan, and five year build versus buy. Every formula shown, nothing transmitted.

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Worksheet

40 questions

The vendor diligence kit

Forty questions for evaluating a wholesale finance platform, grouped by what they protect you from. Use them on your incumbent as well as your shortlist.

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Worksheet

7 pages

A completed case, end to end

The same five exercises, filled in for a fictional lender, so you can see the arithmetic and the shape of the argument before you build your own.

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Worksheet

7 pages

Build the case: the worksheet

Five exercises that turn an operational complaint into a number a committee can defend. Fillable, and yours to take to the meeting.

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Guide

8 pages

The business case for change

Nobody approves a platform because it is modern. They approve it because someone put a number in front of them they could defend. Here is how to build that number.

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Case study

6 pages

AutoUse: replacing a legacy system without building one

AutoUse spent more than six months building its own dealer portal before concluding the build was the smaller half of the commitment. It stopped, and grew the portfolio more than 20% on the same headcount.

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