Demo
Lifecycle journey · Consultants & Advisors

From boutique practice to regional platform partner.

How Dr. Alicia Grant grows Grant Advisory Group into a certified Provara practice with measurable client outcomes.

01
Moment
Discover

A peer consultant mentions that DFIs and funds are increasingly asking their SME borrowers to run a Provara assessment before diligence.

KPI moved
Referral source
02
Join directory & certify

Alicia lists Grant Advisory in the Comerix advisor directory and completes Provara certification in Governance & Formalization and Financial Performance.

KPI moved
Certified specializations
03
Receive qualified referrals

Companies and investors both source her firm via Provara-domain match. She accepts engagements aligned to her practice.

KPI moved
Qualified referrals / month
04
Deliver Provara-anchored engagement

Every deliverable is structured around the same 25-variable rubric investors screen on. Nothing is bespoke — everything is comparable.

KPI moved
Engagement throughput
05
Demonstrate score lift

Client re-scores show measurable movement. Alicia's practice performance dashboard becomes a business-development asset.

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Avg Provara lift / client
06
Moment
Revenue share & renewals

Multi-year advisory contracts renew based on evidence rather than relationships. Comerix routes new work back to her.

KPI moved
Recurring revenue
07
Grow the practice

Alicia co-publishes a governance playbook, hosts a Comerix webinar, and adds a second senior partner to the firm.

KPI moved
Practice reach
Tip — the floating Guided tour button at the bottom-right of the app will walk you through this journey stage-by-stage, navigating between the actual screens.
Demonstration environment — all companies and data are illustrative.