Build an AI Operating System
Around Your EBITDA
Bacaro's CoreSyncOS® gives mid-market CEOs and PE-backed operators a live, causal view of their business—so they can see what's driving results, align their teams, and pull the highest-ROI levers first.
Most clients start with CausalBeacon, our flagship Decision OS. One product, 90 days, a clearer operating picture and a prescribed playbook with ROI-ranked plays for your team.
A PE-backed manufacturer with $180M in revenue added 2.0% EBITDA across four plants in six months—that's about $3.6M. Their team saved 2,000+ hours a year on planning meetings, and forecast errors dropped 47% because everyone was working from the same causal model.
Where Do You Start?
Pick the path that sounds most like your world. Each one shows you what's possible in 60–90 days.
For CEOs & General Managers
You're juggling EBITDA targets, team morale, and board expectations. See how to get clarity on what's actually working—and stop the endless debate cycles.
Today: Firefighting mode, conflicting priorities, unclear ROI
With Bacaro: Clear playbook, aligned teams, measurable progress
For PE & Family Offices
You need portfolio companies to hit value creation milestones—fast. Learn how to deploy proven playbooks across companies without starting from scratch each time.
Today: Every PortCo is different, slow implementations, uneven results
With Bacaro: Replicable playbooks, 60-90 day deployments, consistent EBITDA lift
For Operations Leaders
You know what needs fixing, but proving ROI and getting buy-in is exhausting. Discover how to turn your operational instincts into causally-validated, board-ready plans.
Today: Great ideas buried in spreadsheets, hard to prioritize, slow approvals
With Bacaro: ROI-ranked initiatives, automated what-if scenarios, instant board decks
Why Now?
You're probably tired of hearing about "AI transformation." But here's what's actually different now—and why companies that move in the next 12 months will pull ahead in ways that are hard to catch.
Competitive Pressure
Companies that deploy AI Operating Systems are realizing 3–5× efficiency gains in operations, planning, and execution.
The gap between AI-enabled competitors and traditional operators is widening every quarter. By 2026, this advantage will be nearly insurmountable.
AI Technology Maturity
For the first time, enterprise-grade causal AI can integrate with your existing ERP/CRM stack (NetSuite, Salesforce, QuickBooks) without wholesale system replacement.
CoreSyncOS deploys in 60–90 days, not 12–24 months like traditional BI/analytics platforms.
PE Value-Creation Window
With 3–5 year holding periods, PE firms need portfolio companies to achieve operational excellence fast—not just revenue growth.
Agentic Organizations deliver EBITDA improvements of 1.5–3% in the first year, without adding headcount or disrupting operations.
The Bottom Line
Right now, your team spends hours in meetings debating what's broken and what to fix. Decisions get made on gut feel, priorities shift every week, and by the time you have consensus, the data's already stale.
Companies that move in the next 12 months will have teams that see the same causal picture, make faster decisions, and execute with clarity—while their competitors are still arguing about spreadsheets.
What Is an Agentic Organization?
An Agentic Organization is a business where humans, AI agents, and systems work together through a shared intelligence platform to make ROI-ranked decisions that balance profitability with culture, quality, and stakeholder health.
Humans
CEOs, CFOs, COOs, operators—make strategic decisions informed by AI insights
AI Agents
Autonomous agents execute workflows, run scenarios, and surface recommendations
Systems
ERPs, CRMs, WMS, IoT devices—provide real-time operational data
CoreSyncOS orchestrates all three layers—humans, agents, systems—into a unified decision-making intelligence. Every team member gets ROI-ranked recommendations tailored to their role.
The Four Pillars of Agentic Decision-Making
1. ROI-Ranked Decisions
Every initiative is scored by its EBITDA impact, implementation cost, and timeline. Your team sees exactly which projects deliver the most value, ranked from highest to lowest ROI.
Example: "Fix Supplier X quality issues = $800K EBITDA, 6 weeks, $40K cost" ranks above "Upgrade ERP module = $200K EBITDA, 9 months, $300K cost."
2. Causal OKRs Per Quarter
OKRs aren't guesswork—they're causally validated. CausalBeacon identifies which operational levers (pricing, supplier quality, demand mix) actually drive EBITDA, then generates quarterly goals for each department.
Example: Q1 goal for Operations = "Reduce Supplier X defect rate from 8% to 4% → $300K EBITDA improvement."
3. Stakeholder Impact Scores
Every decision shows its impact on employees, customers, suppliers, and the community. You can optimize for EBITDA while protecting culture, product quality, and stakeholder trust.
Example: "Layoff 20 FTEs" scores high on EBITDA but flags red on employee morale and customer service capacity—prompting you to explore automation alternatives first.
4. Transparent Trade-Offs
CausalBeacon surfaces what you gain and what you sacrifice for every scenario. No more hidden costs or unintended consequences—you see the full picture before committing.
Example: "Raise prices 5%" gains $600K EBITDA but loses 8% market share and strains distributor relationships—with explicit probabilities and confidence intervals.
The Agentic Organization Advantage
Traditional companies make decisions in silos, with misaligned incentives and incomplete data. Agentic Organizations align every team member—human and AI—around a shared, causally-validated playbook. The result: faster decisions, better outcomes, and sustainable profitabilitythat doesn't sacrifice culture or stakeholder trust.
Stop Drowning in Data.
Start Seeing Answers.
Most mid-market CEOs are drowning in data but starving for answers. CausalBeacon doesn't give you more dashboards—it gives you the causal drivers of EBITDA, what-if scenarios for each lever, and an ROI-ranked action plan tied to owners and timeframes.
Executive Summary
Most CEOs see EBITDA moving in the wrong direction and get ten theories from their team. CausalBeacon answers the question you actually care about: Why did this happen, which 2-3 levers matter most, and what's the dollar ROI if we pull each one?
See Your Numbers in 24 Hours
What you just saw is a generic manufacturing demo. Within 24 hours of our call, we'll send you a bespoke version with your actual pain points baked into the dashboard. That's the version you can live in, share with your team, and really pressure-test.
No slides. No generic advice. Just your actual business reality in a working dashboard.
vs. PowerBI/NetSuite
They tell you what happened. We tell you why it happened and what to do about it, in dollar terms.
vs. ChatGPT/LLMs
They give generic advice. We give prescriptive, ROI-ranked plans your team can execute this week.
vs. ERP/BI Projects
They take 12-24 months and $500K-$2M. We deploy in 60-90 days with clear pricing.
Why a Prescriptive Playbook, Not Predictive Analytics?
Traditional predictive tools tell you what might happen. CausalBeacon tells you what to do about it—with ROI-ranked initiatives ready for execution.
Predictive Analytics: Insights Paralysis
- 1"Your forecast is wrong"
Tools predict delays, but don't explain why or what to fix first.
- 2Executive debate cycles
Teams argue over root causes instead of executing.
- 3Siloed action plans
Sales, ops, and finance pursue conflicting priorities.
- 4No ROI clarity
Which improvement delivers the most EBITDA? No one knows.
CausalBeacon: Action Clarity
- Causal drivers identified
"Vendor lead time drives 73% of delays. Fix supplier X = $800K EBITDA."
- Pre-computed scenarios
Compare 3 options with ROI forecasts—no debate needed.
- Aligned OKRs across teams
Sales, ops, and finance get coordinated quarterly goals.
- ROI-ranked roadmap
Q1: $300K → Q4: $1.5M cumulative. Everyone knows the plan.
The Bottom Line: Predictive analytics creates data. CausalBeacon creates decisions—with execution plans that make the needle move.
Built on CoreSyncOS: Modular AI Operating System
CausalBeacon is our first production module. CoreSyncOS's flexible architecture allows us to deploy targeted solutions for specific business needs.
Prescriptive playbooks for operations: causal drivers, ROI-ranked scenarios, aligned OKRs.
Portfolio intelligence for PE/VC: cross-company patterns, capital allocation, predictive alerts.
Supply chain resilience, customer lifetime value optimization, quality control automation.
CoreSyncOS® Foundation
Our AI Operating System built to help businesses make better decisions. Every module is designed with enterprise-grade security, governance, and integration capabilities.
The Bacaro Operating Stack
Understanding how Bacaro (the company), CoreSyncOS (the platform), and CausalBeacon (the product) work together.
Your Existing Systems
NetSuite, Salesforce, QuickBooks, Excel, Shopify, WMS, CRM—CoreSyncOS integrates with your current tech stack. No system replacement required.
An AI Operating System built for business operations. CoreSyncOS helps coordinate people, data, and systems to make better decisions together.
Decision OS Applications
CausalBeacon
For Operating Companies: Prescriptive playbooks that ROI-rank every initiative and align your team around quarterly OKRs.
Learn more →CapitalBeacon
For PE/VC Investors: Portfolio health monitoring and cross-company pattern detection for capital allocation decisions.
Learn more →Future Modules
Supply chain optimization, customer lifetime value modeling, quality control automation, and more—all powered by CoreSyncOS.
Bacaro
Bacaro is the company that builds CoreSyncOS and delivers end-to-end transformation services. We don't just sell software—we partner with PE-backed middle market companies to become Agentic Organizations.
Where You Start
Most clients start with CausalBeacon—it's the first concrete way you experience our technology. One product, 90 days, a clearer operating picture.
Behind CausalBeacon is CoreSyncOS—our AI Operating System that builds causal models, connects your systems, and coordinates your teams. You don't interact with CoreSyncOS directly; you experience it through CausalBeacon.
Bacaro (the company) handles everything: strategy, implementation, technology, and ongoing support to turn your organization into an Agentic Organization.
Simple analogy: Bacaro = Salesforce (the company), CoreSyncOS = Salesforce Platform (the engine), CausalBeacon = Sales Cloud (what you actually use).
What This Looks Like in Practice
These are actual deployments—real revenue, real timelines, real EBITDA lift. Your company probably looks like one of these, which is why we can move fast and deliver predictable results.
NetSuite-Centric Manufacturer
$180M RevenueProfile
PE-backed industrial manufacturer with 4 plants, 450 employees, running on NetSuite + Salesforce. Acquired 2 years ago with a thesis to improve operational efficiency and roll up smaller competitors.
Pain Points
- •Siloed operations—each plant runs differently, no standardized playbook for add-on integrations
- •EBITDA under pressure from rising supplier costs and demand volatility
- •CFO and COO spending 40+ hours/month reconciling data across systems for board reporting
CoreSyncOS Deployment
90-day implementation: Integrated NetSuite + Salesforce + plant-level IoT data. Deployed CausalBeacon to identify top 12 EBITDA drivers (supplier quality, demand mix, pricing) and generate quarterly OKRs for each plant.
Standardized operating playbook now replicates across future acquisitions in 30 days (vs. 6–12 months manually).
Results in 6 Months
Professional Services Roll-Up
$120M RevenueProfile
PE-backed roll-up of 8 regional consulting/staffing firms across 12 locations. Mix of QuickBooks, NetSuite, and legacy CRMs. Strategy is to consolidate operations and cross-sell services across the portfolio.
Pain Points
- •No unified view of utilization, pipeline, or profitability across acquired entities
- •Each location operates independently—missed cross-sell opportunities and duplicated overhead
- •PE sponsor frustrated by lack of portfolio-wide KPIs and slow decision cycles
CoreSyncOS Deployment
60-day implementation: Federated data integration across 8 systems (no forced migration). Deployed CausalBeacon + CapitalBeacon to surface utilization bottlenecks, pricing inconsistencies, and cross-sell gaps.
PE sponsor now sees real-time portfolio health via CapitalBeacon dashboard, with ROI-ranked recommendations for capital allocation.
Results in 9 Months
B2B Subscription Platform
$90M ARRProfile
PE-backed B2B SaaS company with 800 enterprise customers, selling workflow automation tools. Running on Salesforce + Stripe + custom data warehouse. Growth stalling due to churn and expansion headwinds.
Pain Points
- •Churn rising from 8% to 12% annually—product and CS teams disagree on root causes
- •Expansion revenue down 30%—no clear view of which customer segments are most profitable
- •CEO wants to prioritize retention vs. new logos, but lacks causal evidence to justify the pivot
CoreSyncOS Deployment
75-day implementation: Integrated Salesforce + Stripe + product usage telemetry. CausalBeacon identified onboarding speed and feature adoption depth as the top 2 churn drivers (not pricing or support quality as assumed).
Generated quarterly OKRs to improve onboarding time by 40% and launch a customer success playbook for at-risk segments.
Results in 12 Months
Your portfolio company profile isn't listed here? CoreSyncOS adapts to any middle market business with $50M–$500M revenue and an ERP/CRM stack. Let's discuss your specific use case.
Schedule Portfolio ReviewWhat is CausalBeacon AI?
CausalBeacon AI is a specialized application built on the CoreSyncOS platform, designed to illuminate the true drivers of performance for specific industries and roles.
Identify True Causal Drivers
Move beyond correlations to understand what truly impacts key metrics like EBITDA.
Explore Scenarios & Recommendations
Test "what-if" hypotheses and receive data-backed, high-ROI recommendations.
Align Teams with OKRs
Translate strategic goals into actionable, causally-linked objectives and key results across departments.
How CausalBeacon Is Different
Traditional BI tools and even AI-assisted analytics fall short when it comes to driving measurable EBITDA outcomes. Here's why CausalBeacon delivers what others can't:
| Capability | Traditional BI (PowerBI, Tableau, NetSuite) | LLM-Assisted (ChatGPT, Co-pilot) | CausalBeacon AI (Aligned Prescriptive) |
|---|---|---|---|
| Shows "What Happened" | ✅ | ✅ | ✅ |
| Explains "Why It Happened" (Causal, not correlation) | ❌ | ⚠️Guesses | ✅Proven |
| Prescribes "What to Do" (ROI-ranked actions) | ❌ | ⚠️Generic | ✅Specific |
| Quantifies Financial Impact (EBITDA per intervention) | ❌ | ❌ | ✅$-Level |
| Aligns Cross-Functional Teams (Plant, Sales, CEO) | ❌ | ❌ | ✅Multi-Tenant |
| Tracks Execution Progress (OKRs to completion) | ❌ | ❌ | ✅Full Loop |
Shows "What Happened"
Explains "Why It Happened" (Causal, not correlation)
Prescribes "What to Do" (ROI-ranked actions)
Quantifies Financial Impact (EBITDA per intervention)
Aligns Cross-Functional Teams (Plant, Sales, CEO)
Tracks Execution Progress (OKRs to completion)
The "Aligned Prescriptive" Advantage
While LLM-assisted tools give you conversational suggestions based on pattern matching, CausalBeacon provides causally-grounded, organizationally-aligned prescriptions that drive measurable EBITDA outcomes.
LLM-Assisted Prescriptive
Problem: Generic, uncoordinated suggestions
- ChatGPT suggests "improve quality" but doesn't quantify which defect type costs you $613K/year
- No alignment between Plant Manager's actions and Sales Manager's win rate
- CEO gets 10 recommendations but no ROI ranking or causal proof
- No execution tracking—initiatives die in spreadsheets
Result:
Debate paralysis, wasted budget, no measurable EBITDA impact
CausalBeacon Aligned Prescriptive
Solution: Causal, coordinated, tracked execution
- Causal precision: "Reducing Welding Defects by 40% yields $2.5M EBITDA recovery (95% confidence)"
- Cross-tenant coordination: Plant Manager's quality improvements automatically flow to Sales via NPS → Win Rate → CEO's EBITDA
- ROI-ranked roadmap: CEO sees top 5 initiatives sorted by payback period (e.g., Six Sigma: 1,371% ROI, 9-month payback)
- Execution tracking: Quarterly OKRs with cumulative EBITDA targets from $300K (Q1) to $1.5M (Q4)
Result:
$1.5M EBITDA recovered in 12 months with full organizational alignment
The Bottom Line
Traditional BI tools show you dashboards. LLMs give you chat-based suggestions. CausalBeacon gives you a causally-grounded, organizationally-aligned operating system that turns insights into measurable EBITDA outcomes—because every stakeholder (Plant Manager, Sales Manager, CEO) sees exactly how their actions impact the North Star, with ROI proof and execution accountability.
If You're a CEO Today...
Here's what changes in your day, your quarter, and your board meetings when you implement CoreSyncOS
Without CoreSyncOS
The firefighting trap
15+ hours coordinating across functions, chasing down data, reconciling conflicting reports from each department
3-5 days to get answers for strategic questions because data lives in 8 different systems and someone has to manually pull reports
Lagging indicators only—you find out about problems 2-4 weeks after they started, when fixing them costs 10x more
Defensive posture: 40% of meeting time explaining why forecasts missed, reacting to questions you should have anticipated
Guessing which initiatives will move profitability—launching 5 projects hoping 1-2 pay off, wasting SG&A on low-ROI work
Your best operators spend 60% of their time on coordination meetings and rework instead of strategic projects
With CoreSyncOS in 90 Days
The strategic advantage
3-4 hours reviewing AI-generated insights and orchestrating decisions—coordination happens automatically in the background
Real-time answers with ROI rankings and what-if scenarios pre-computed—make strategic calls in minutes, not days
Leading indicators + causal alerts—AI identifies profit risks 2-3 weeks early with root-cause analysis and ranked remediation options
Proactive stance: Walk in with 3 causal drivers of variance already identified and mitigation plans queued—no surprises
Causal models rank every initiative by proven ROI impact—focus SG&A on the 20% of projects that drive 80% of margin
Your operators redirect 10-20% of their time to strategic growth projects that actually move margins and build careers
Which column do you want to be in 90 days from now?
Schedule a 15-minute executive briefing. We'll show you your specific automation opportunities and expected ROI.
Proof: Specific Customer Stories
Real companies, real metrics, real timelines—before and after CausalBeacon implementation
Forecast Error Reduction
To First Causal Model
Faster Quarterly Reviews
Avg EBITDA Recovery
MLB Team Operations
Challenge
Disconnected systems across scouting, player development, and operations created manual reporting overhead and delayed decision-making during critical roster windows.
Solution
CausalBeacon integrated data from MLB systems, player tracking, and financials into a unified operational scorecard with automated reporting.
Outcome
- •2,000+ hours saved annually across front office
- •Real-time roster optimization during trade deadlines
- •45-day deployment during off-season
Specialty Contractor ($180M Revenue)
Challenge
PE sponsor needed to improve EBITDA margins post-acquisition. Operational data was fragmented across project management, accounting, and field systems with limited visibility into cost drivers.
Solution
CausalBeacon's causal driver analysis identified true profitability levers (project mix, labor efficiency, material waste) and created ROI-ranked improvement scenarios.
Outcome
- •2% EBITDA margin improvement in 12 months
- •Operating partners gained real-time portfolio visibility
- •Quarterly business reviews reduced from 2 days to 4 hours
Regional Healthcare System (4 Hospitals)
Challenge
CFO struggled to identify which initiatives would reduce operating costs without impacting patient care quality. 15+ improvement projects running with unclear ROI prioritization.
Solution
CausalBeacon analyzed historical operations data to identify causal drivers of cost variance and patient outcomes, ranking all 15 projects by expected margin impact.
Outcome
- •$3.2M operating cost reduction in first year
- •Killed 8 low-ROI projects, doubled down on 3 high-impact initiatives
- •Patient satisfaction scores maintained (>95th percentile)
"First time our operating partners see real-time causal drivers, not lagging dashboards. CausalBeacon changed how we manage portfolio companies."
Want to see similar results in your business?
What It Actually Takes to Implement
You've been burned by ERP and CRM projects. Here's the honest reality of what CoreSyncOS requires from your team.
Timeline Reality
3-4 stakeholder interviews (CEO, CFO, COO, key department heads). 5-8 hours total from your team.
We connect to your ERP, CRM, and operations systems. Your IT team: 10-15 hours providing credentials and data dictionary.
2-3 training sessions with your leadership team (2 hours each). Validate causal models with subject matter experts (8-12 hours).
Gradual rollout to departments. Ongoing: 2-4 hours/month for governance and model refinement.
Total Team Commitment: 30-45 hours over 60-90 days
Who's Involved
3-4 hours total: Kickoff, validation checkpoint, final sign-off. Sets strategic priorities and use cases.
6-8 hours: Define EBITDA drivers, validate financial models, train on ROI dashboards.
8-12 hours: Process mapping, validate causal relationships, participate in training.
10-15 hours: System access, data dictionary, integration support. Ongoing: 1-2 hours/month.
No dedicated internal project manager required—we run the implementation
Change Management: What Actually Happens
Unlike ERP/CRM rollouts that force new workflows on your team, CoreSyncOS runs in the background:
Teams keep using their existing systems (ERP, CRM, Excel). CausalBeacon delivers insights via dashboards and automated alerts.
We map to your current workflows—no forcing "best practices" that don't fit your business reality.
Start with one use case (e.g., causal EBITDA drivers), prove value, then expand to additional departments.
Typical ERP/BI Project
- • 12-24 month implementation
- • 2-3 FTE internal project managers
- • Force-fit workflows into vendor "best practices"
- • Months of user training and adoption pain
- • $500K-$2M+ in consulting fees
CoreSyncOS Implementation
- • 60-90 day deployment
- • No dedicated internal PM—we run it
- • Map to your existing workflows
- • Minimal training—AI does the work
- • Clear pricing (see below), no hidden fees
Here's What Your First 90 Days Look Like
No 12-month projects. No massive change management. We deploy in 60–90 days with minimal disruption to your team.
Discovery Call (30 min)
We'll walk through your current systems, talk about what's working and what isn't, and see if there's a fit. No pitch deck—just a real conversation.
Readiness Assessment (1-2 weeks)
Our team connects to your ERP/CRM (read-only), maps your data flows, and identifies the top 5 EBITDA opportunities. You get a clear roadmap before any commitment.
Deployment (60-90 days)
We build your CoreSyncOS platform, train your team, and deploy 3+ autonomous workflows. Your people see ROI-ranked decisions in their existing tools—no new logins required.
Quarterly Optimization
Every quarter, we refresh your OKRs, retrain models with new data, and add workflows based on what's working. Think of it as a continuous partnership, not a one-time project.
What We Need From Your Team
What You Don't Need:
- ✓ No new logins for your team
- ✓ No dedicated project manager
- ✓ No process rewrites
- ✓ No ripping out existing systems
No pitch deck. Just a real conversation about your business.
Frequently Asked Questions
Get in Touch
Schedule a discovery session to explore how CoreSyncOS can transform your organization.
Or reach us directly: