Solutions / Managing Directors

Firm-level visibility on the engagements that matter most.

Managing directors lack an aggregate view of staffing quality across the active portfolio. Kelpmont gives you the firm-level read: which engagements are signaling risk, where staffing patterns are strong, and which client relationships need attention.

Request Access

Portfolio Health Summary

Engagements monitored24
Health score ≥ 8017
Watch: 60–795
Alert: below 602

The firm-level portfolio view.

All active engagements, plotted by risk signal strength. Not a status report — a health read that surfaces which engagements need attention before they need intervention.

ACTIVE PORTFOLIO — RISK SIGNAL STRENGTH ENG-2801 High confidence ENG-2794 Monitoring ENG-2788 Watch signal ENG-2779 Strong ENG-2771 Watch signal ENG-2763 Alert ENG-2754 Monitoring ENG-2741 Alert — priority Amber = elevated risk signal Blue = healthy / monitoring Bar width = signal strength

Three outcomes for managing directors.

Earlier escalation detection

Firm-level health signals surface at-risk engagements 4+ weeks before the escalation call. MDs can allocate senior attention to the right engagements before the client conversation happens.

Cross-practice optimization

Pattern data across practices reveals staffing talent that's underutilized in their highest-fit verticals. Cross-practice staffing decisions can now be evidence-based rather than relationship-based.

Client relationship risk

Which client relationships are at risk of degradation based on engagement health patterns? MDs can identify accounts that need executive attention before the annual review.

Read the portfolio, not just the status update.

See the health signals across all your active engagements — in one read.

Request Access