Funding Readiness KPIs¶
Executive Summary¶
Funding Readiness KPIs define how Algosure measures funding need identification, contract cash-flow assessment, working capital assessment, eligibility assessment, partner matching, application preparation, approval tracking, funding risk, repayment tracking, closeout, and lessons learned.
Why This Exists¶
Funding readiness must improve through evidence. KPIs help Funding, Contract Delivery, Business Intelligence, Executive Office, and AIOS governance understand cash-flow exposure, application readiness, approval outcomes, repayment discipline, and funding bottlenecks.
Owner¶
The owner is the Chief Product Officer and Enterprise Architect. Funding owns readiness performance. Analytics owns reporting views and KPI snapshots. Domains retain source fact ownership.
Business Value¶
KPIs improve funding decision support, cash-flow visibility, application quality, risk monitoring, repayment tracking, and executive control.
KPI Flow¶
flowchart LR
Process[Funding Process Execution]
Events[Funding Events]
Metrics[Metric Capture]
Analytics[Analytics Views]
Pulse[Pulse]
Beacon[Beacon]
Ari[Ari]
Improvement[Process Improvement]
Process --> Events
Events --> Metrics
Metrics --> Analytics
Analytics --> Pulse
Pulse --> Beacon
Pulse --> Ari
Ari --> Improvement
Improvement --> Process
Lifecycle KPIs¶
| KPI | Definition | Primary Owner |
|---|---|---|
| Funding need identification time | Time from funding signal to funding need record. | Funding |
| Contract cash-flow assessment time | Time from funding need to contract cash-flow assessment completion. | Funding |
| Working capital assessment completeness | Percentage of assessments with required evidence references. | Funding |
| Eligibility assessment confidence | Confidence band and evidence quality for eligibility assessment. | Funding |
| Partner match acceptance rate | Percentage of partner matches accepted for review or application preparation. | Funding |
| Application preparation cycle time | Time from accepted match to application package ready for approval. | Funding |
| Application approval status freshness | Percentage of active applications with current status. | Funding |
| Approval outcome rate | Applications approved, rejected, withdrawn, or pending by period. | Funding |
| Funding risk escalation rate | Funding risks escalated by severity and period. | Funding and Executive Office |
| Repayment adherence | Percentage of repayments tracked as on time. | Funding |
| Closeout completion rate | Percentage of final workflows closed with evidence. | Funding |
| Lessons learned completion rate | Percentage of closed funding workflows with lessons captured. | Funding |
| Audit completeness | Percentage of funding instances with required evidence and decisions. | Funding |
KPI Governance¶
- KPIs must be traceable to Funding, Contract, Organization, Marketplace, Notification, Analytics, and Intelligence source records where relevant.
- Analytics may report KPI views but must not mutate funding facts.
- Pulse supports interpretation and executive insight.
- Beacon uses KPI evidence to improve funding workflows and partner matching.
- Ari uses KPI briefings to coordinate executive escalation and customer decisions.