Every operating priority.
One way to bring it together.
From a one-off question to a recurring portfolio update. Explore 40 example requests across 10 areas, then shape Relay around what your team needs to know.
Illustrative ways to use Relay—not a fixed list of templates or specialist analytics modules.Where is AI turning into measurable progress?
- Typical cadence
- Monthly
- Who contributes
- CTO, transformation lead, department heads
Requests you could run
What to collect
- Initiatives by department, owner, stage, and next milestone
- Employee adoption, hours saved, costs, and measurement method
- Blockers, risks, and support needed
What you can compare and learn
Compare adoption and reported impact across relevant companies. Follow initiatives over time and distinguish estimated benefits from measured results.
Where are operating results improving?
- Typical cadence
- Monthly or quarterly
- Who contributes
- CFO, finance team, business unit leads
Requests you could run
What to collect
- Revenue, growth, EBITDA margin, and reporting basis
- Actuals versus plan and commentary on material variances
- Cash, working capital, and management priorities
What you can compare and learn
Compare growth and margins within relevant peer groups and track period-over-period changes. Define currency, accounting basis, and metric calculations in the request.
How do workforce needs differ across the portfolio?
- Typical cadence
- Monthly or quarterly
- Who contributes
- CHRO, people operations, finance
Requests you could run
What to collect
- Headcount by function and location
- Voluntary turnover, open roles, and time to fill
- Aggregated compensation ranges and planned hiring
What you can compare and learn
Compare workforce metrics by company size, sector, or fund. Use consistent role definitions and aggregated compensation data for useful comparisons.
Which growth signals deserve attention?
- Typical cadence
- Monthly
- Who contributes
- CRO, sales operations, customer success
Requests you could run
What to collect
- Pipeline, bookings, win rate, and sales cycle
- Retention, churn, expansion, and customer concentration
- Growth initiatives, obstacles, and next steps
What you can compare and learn
Compare consistent commercial metrics within relevant business models. Review trends alongside company commentary to understand where to investigate.
Where do companies need help reducing risk?
- Typical cadence
- Quarterly or one-time
- Who contributes
- CISO, CTO, IT lead
Requests you could run
What to collect
- Coverage of defined controls and outstanding remediation items
- Security training, access reviews, and policy status
- Incident summaries and requested support
What you can compare and learn
Compare reported control coverage and remediation progress. Keep definitions consistent and use supporting evidence where appropriate; reporting does not replace a security assessment.
Are integration plans moving as expected?
- Typical cadence
- Weekly or monthly
- Who contributes
- Integration lead, workstream owners, CFO
Requests you could run
What to collect
- Workstreams, milestones, owners, and dependencies
- Synergies achieved, costs, and measurement basis
- Decisions required and delivery risks
What you can compare and learn
Track delivery against prior periods and compare common workstream measures across acquisitions. Review financial benefits alongside the evidence used to calculate them.
Where are efficiency opportunities emerging?
- Typical cadence
- Monthly or quarterly
- Who contributes
- COO, procurement, operations leads
Requests you could run
What to collect
- Operating KPIs with agreed units and definitions
- Supplier spend, savings initiatives, and delivery progress
- Capacity constraints, service issues, and improvement plans
What you can compare and learn
Compare relevant operational measures across similar businesses. Separate projected savings from realized savings and retain the calculation basis.
How are companies progressing on shared commitments?
- Typical cadence
- Quarterly or annually
- Who contributes
- Sustainability lead, operations, people team
Requests you could run
What to collect
- Energy, emissions, or workforce measures with methodology
- Policy coverage and initiative milestones
- Evidence, data gaps, and improvement priorities
What you can compare and learn
Track reported measures over time using consistent boundaries and units. Review coverage before comparing companies; Relay is a collection and reporting workflow, not an assurance service.
Which initiatives are on track—and what needs support?
- Typical cadence
- Monthly or quarterly
- Who contributes
- CEO, operating partner, initiative owners
Requests you could run
What to collect
- Strategic initiatives, accountable owners, and milestones
- Expected and realized impact with supporting context
- Blockers, decisions needed, and next-period commitments
What you can compare and learn
Bring recurring initiative updates into a shared view. Compare common measures where they fit and preserve narrative context for company-specific priorities.
What else does your team need to know?
- Typical cadence
- One-time or recurring
- Who contributes
- The people closest to the answers
Requests you could run
What to collect
- Your own questions, answer formats, and guidance
- Relevant company and respondent attributes
- Supporting evidence and approval requirements
What you can compare and learn
Build the request around your decision. Use shared quantitative questions for comparison and written updates for the context behind the numbers.
Start with your own question.
AI helps draft the request. Your team refines it, companies review their answers, and accepted responses feed your portfolio reports.
Get started Benchmarks use data from your own portfolio. Comparable definitions, periods, units, and sufficient coverage matter.