How It Works Report Use Cases Pricing Coming Soon
AI-Assisted Org Design Diagnostics

Board-ready org diagnostics for growing companies.

Upload your org chart, roster, and role documents. PreOrg identifies spans, layers, role clarity issues, leadership capacity gaps, and operating-model risks — analyzed through our proprietary ORG-FIT™ framework.

Launching Soon See example report →
ORG-FIT Scorecard Expert Reviewed
Ownership
O
62/100
Reporting
R
74/100
Growth
G
48/100
Functional
F
71/100
Integration
I
55/100
Talent
T
68/100
Top Risks Identified
CEO is single point of failure across 4 functions
3 managers with 12+ direct reports
No dedicated revenue operations leader
Meridian Services Group · 387 employees PreOrg v1
5Day avg. delivery
100%Expert reviewed
6ORG-FIT dimensions scored
The Problem

Companies outgrow their structures before leadership sees the warning signs.

Org design problems accumulate quietly — then surface at the worst moments. By the time they're visible, they're already costing you execution speed, leadership bandwidth, and board confidence.

Unclear Ownership
Multiple functions claim the same accountability. Decisions stall or get made twice.
Excessive Layers
Too many management tiers slow decisions, dilute accountability, and increase cost.
Leadership Bottlenecks
Key executives are overloaded. Decisions funnel through one or two people, stalling execution.
Duplicated Roles
Similar responsibilities spread across functions create friction, waste, and ownership confusion.
Integration Risk
Post-acquisition org structures often carry hidden redundancies and competing reporting lines.
Strategy-Structure Gaps
The org chart doesn't reflect the company's priorities. Structure works against the plan.
How It Works

From messy org data to a board-ready diagnostic.

01
Upload Your Materials
Org chart, employee roster, job descriptions, and strategic priorities. No compensation or performance data required.
02
AI-Assisted Analysis
PreOrg normalizes the data, maps reporting structures, and evaluates each ORG-FIT dimension against proven benchmarks.
03
Expert Review
An org design specialist reviews the output, validates findings, and annotates where judgment matters most.
04
Receive Your Report
PDF, PowerPoint, and Excel appendix — structured for board presentation. Delivered in days, not months.
PreOrg Upload
Org Chart
org_chart_q4.xlsx
Employee Roster
employees_current.csv
Job Descriptions
PDF, DOCX — drop files here
No salary, performance, or personal data required
Expert Review Panel

Every report is signed off by a seasoned HR executive.

AI does the analytical heavy lifting. Experienced org design practitioners validate every finding before it reaches your leadership team or board.

AW
Allison Kapner Weir
MBA, SPHR
Lead Reviewer
Senior HR executive with deep expertise in organization design, HR transformation, talent management, and leadership coaching. Certified SPHR and Executive Coach (Johns Hopkins Carey Business School, ICF-aligned).
Org Design SPHR HR Transformation Executive Coaching Succession Planning
View LinkedIn Profile
What expert review means for your report
1
Findings validation
Every AI-generated finding is reviewed against org design best practices and benchmarks for the company's size, stage, and industry.
2
Judgment calls flagged
Where the data is ambiguous or context-dependent, the reviewer annotates the report with explicit uncertainty so leadership isn't misled.
3
Recommendations calibrated
The 90-day action plan is reviewed and refined to ensure recommendations are realistic, sequenced correctly, and appropriate for the company's context.
4
Signed and delivered
Reports are only delivered after the reviewing executive has signed off. Every report carries the reviewer's name and credentials.
+
Reviewer panel expanding
Additional PE, integration, and scale-up specialists joining in 2026.
What You Get

A complete diagnostic, structured for the boardroom.

Every PreOrg report covers nine dimensions — from executive summary to a 90-day action plan — formatted for leadership discussion and board presentation.

01
Executive Summary
Key risks, top recommendations, urgency level, and business impact.
02
ORG-FIT Scorecard
Scored assessment across all six framework dimensions.
03
Spans & Layers
Manager ratios, hierarchy depth, bottlenecks, and over-layering.
04
Role Clarity
Duplicated ownership, unclear handoffs, and title/function mismatches.
05
Leadership Capacity
Overloaded leaders, founder bottlenecks, and management gaps.
06
Functional Maturity
Whether functions are appropriately built for size and strategy.
07
Operating Model Fit
Structure vs. strategy alignment and decision-rights friction.
08
Integration Risk
Redundancies, competing structures, and consolidation timing.
New
09
AI Deployment Opportunities
Org-specific AI use cases by function — automation, augmentation, and decision support — with readiness assessment and change management considerations.
The Framework

Every analysis runs through ORG-FIT™.

A structured, proprietary framework that transforms raw org data into six scored dimensions. Not opinion — a repeatable methodology.

OOwnership
Are key accountabilities clear and unambiguous?
RReporting
Are reporting lines logical, scalable, and aligned with decisions?
GGrowth
Can this org support the next phase of scale?
FFunctional
Are core functions built for current size and complexity?
IIntegration
Any duplication, conflict, or change-management risk?
TTalent
Are leaders and managers deployed effectively?
Use Cases

Built for high-stakes moments.

PreOrg is designed for the situations where organizational clarity matters most — not routine HR processes.

Pre-LBO Diligence
Org Risk Assessment Before Close
Identify structural risks before the deal closes. Surface management capacity gaps, span issues, role clarity problems, and integration complexity factors that affect your value creation assumptions — before they're baked into the price.
Know the org risks before they become 100-day surprises
Quantify management capacity and span health relative to deal thesis
Fast enough to fit inside a standard diligence window
Report structured for IC presentation alongside financial and commercial diligence
PE Portfolio
Value Creation Planning
Assess whether a portfolio company's org supports the value creation plan. Identify structural risk before it affects execution.
M&A
Post-Acquisition Integration
Compare org structures, identify role duplication, spot reporting conflicts, and sequence integration decisions.
Scale-Up
Growth Readiness Assessment
Find where the structure will break as you scale. Get ahead of the leadership and functional gaps before they stall growth.
Restructuring
Spans & Layers Review
Identify over-layering, under-managed teams, and founder-dependency before launching a restructuring effort.
CHRO / CEO
Role Clarity Review
Surface unclear ownership, duplicated responsibilities, and missing functional accountability across the organization.
Board
Board-Ready Org Health Report
Walk the board through organizational risks, recommendations, and priorities — with data, not anecdotes.
Privacy & Guardrails

Decision support, not automated judgment.

PreOrg analyzes structure, roles, and function-level patterns — not individuals. Every output requires human review before action.

Analysis at the role, function, and structure level — never individual
No compensation data required
No performance review data required
No protected-class demographic data processed
Every report is expert-reviewed before delivery
Flags uncertainty and data quality limitations explicitly
PreOrg does not:
✕
Recommend specific employee terminations
✕
Make individual promotion decisions
✕
Provide legal or employment law advice
✕
Process compensation or performance data
✕
Auto-generate restructuring plans without review
✕
Score or rank individuals
Pricing

Straightforward pricing for every stage.

Start with a one-time diagnostic or commit to ongoing org health monitoring. No procurement process required.

Diagnostic
$ 3,000
one-time per report
The entry point. Ideal for a one-time event — post-acquisition integration, a board request, or a first look at your org's structural health.
Full ORG-FIT diagnostic report
Spans & layers analysis
90-day action plan
AI deployment opportunities
Expert reviewer sign-off (MBA, SPHR)
PDF & PowerPoint delivery
Coming Soon
Essentials
$ 1,000
/ month · annual commitment
One full diagnostic per quarter, with quarter-over-quarter trend analysis and a consistent reviewer who tracks your org's progress across every cycle.
Everything in Diagnostic
Quarterly diagnostics (4/year)
Quarter-over-quarter trend analysis
90-day plan tracker
Reviewer continuity — same reviewer each cycle
Historical report archive
Coming Soon
Growth
Negotiated
per engagement · portco volume pricing
For PE firms running diagnostics across a portfolio. Pricing is structured around the number of portfolio companies enrolled and engagement scope.
Everything in Essentials
Unlimited re-assessments
Priority reviewer turnaround
Industry & size cohort benchmarking
Dedicated reviewer (not panel rotation)
Portfolio-level reporting
Talk to Us →

All plans include expert reviewer sign-off. Diagnostic credits apply toward an Essentials subscription. Growth pricing is negotiated based on portfolio size and engagement scope — contact us to discuss.

Get Started

See what PreOrg finds in your structure.

Request a pilot diagnostic. Most reports are delivered within five business days.

Talk to Us Coming Soon

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