Adāra
Corporate Planning · AI Automation
Execution-First Advisory
We don't
advise.
We execute.

Corporate Planning experts and AI automation operators embedded inside your organization — closing the gap between strategic intent and measurable outcomes.

0Person-Years Experience
Backedby Top CA Firms
3-LayerAI + Planning Delivery Model
GlobalIndia · MENA · US · EU
Execution Gaps We Close

Most companies don't need
new strategy — they need execution.

Planning infrastructure and embedded operators separate high-growth companies from those stuck in strategy theater. These are the six gaps we eliminate.

01

Strategy–Execution Disconnect

Plans exist without cascading objectives or accountability. We build Strategy Realization Offices with governance, milestone tracking, and operating cadence.

02

Planning Teams Buried in Reporting

Teams produce reports, not insights. We build board-ready planning systems and OKR cascades that free leadership bandwidth for high-leverage decisions.

03

Performance Infrastructure Breaks Under Pressure

KPI dashboards fail scrutiny. We build integrated performance systems with driver trees, variance analysis, and decision-support infrastructure built to scale.

04

Opaque Goal Alignment

Objectives don't cascade from board to team level. We create OKR frameworks with explicit alignment maps, ownership clarity, and quarterly review cadence.

05

Business Reviews Expose but Don't Fix

QBRs reveal gaps but generate no action. Our QBR design sprints install structured review cadences with embedded accountability and forward-looking insights.

06

Initiatives Launched, Benefits Not Captured

Roadmaps exist; value rarely materializes. Our embedded operators track value capture and course-correct from day one — not quarter four.

Core Specializations

Two practices.
One execution standard.

Corporate Planning

FP&A, AOP, M&A & Embedded Planning Operations

We embed planning operators and senior finance partners to build institutional-grade planning infrastructure for high-growth companies that need precision between strategy and numbers.

Explore Corporate Planning

FP&A & Financial Planning

Driver-based models, rolling forecasts, variance analysis, and board-ready reporting infrastructure.

AOP Planning

Annual Operating Plan design with bottom-up/top-down reconciliation, scenario modeling, and cross-functional accountability.

M&A Strategy & Integration

Transaction-grade due diligence, valuation sprints, and post-close integration planning for strategic buyers.

Resource Augmentation

Embedded planning operators and OKR coaches working inside your teams to run planning rhythms end-to-end.

AI Automation

Workflow Automation, AI Agents & Process Digitization

Planning operators paired with purpose-built AI agents to automate research cycles, generate performance narratives, and run strategy PMO at machine speed — with human oversight.

Explore AI CoE

Workflow Automation

End-to-end automation of planning cycles, report generation, and performance tracking via AI agent orchestration.

Intelligent Dashboards

AI-powered KPI dashboards with automated variance narratives and executive summaries built for decision velocity.

ERP Data Consolidation

Unified planning models from disparate ERP sources, with automated data pipelines and reconciliation agents.

AI Agents & Process Digitization

1000+ curated prompts and planning agents that build deliverables, track KPIs, and automate cycle workflows.

Offerings

Planning & Performance OS
— pick a lane, we co-build

Outcome-oriented engagements. Select what you need — detailed point solutions available via the Point Solutions menu.

AOP

Annual Operating Plan design, co-creation and execution tracking to align strategy with budgets and drive accountability across the organization.

OKR

OKR framework design, cascading alignment, and quarterly tracking to focus teams on measurable outcomes that drive strategic priorities.

Strategy Realization Office

Embedded strategy execution office bridging the gap between planning and delivery via integrated governance, milestone tracking, and performance dashboards.

Financial Modelling & DD Sprints

Transaction-grade financial models, due diligence readiness sprints, and stress-tested valuation scenarios for fundraising and M&A.

Weekly & Quarterly Business Reviews

Structured review cadence with performance dashboards, variance analysis, and action tracking to accelerate decision velocity.

Weekly & Quarterly Strategy Packs

Recurring intelligence briefs and executive summaries keeping leadership aligned on market dynamics and strategic priorities.

Performance & Incentives

Performance management system design, KPI framework development, and incentive modeling to align compensation with strategic outcomes.

Innovation, PMF & North Star Sprint

PMF validation, innovation pipeline management, and North Star metric definition to focus growth experiments and measure strategic progress.

Org Structure Design Sprint

Organization design sprints to align structure with strategy, clarify roles and accountabilities, and optimize for execution speed and agility.

Case Studies

Proof of execution.

Real outcomes across industries — structured for leadership evaluation of risk, execution model, and results.

Free Tools

Templates, Toolkits & DIY Packs

Execution-ready tools for strategy leaders who want to move fast without a full engagement.

AOP
4-Week AOP Starter Kit

Scoping checklist, sample AOP pages, scenario-stress model & governance checklist.

AOP Health Check
OKR
OKR Starter Kit

Audit rubric, cascade template, QBR agenda and adoption checklist.

OKR Validator
CFO
Financial Model & Stress Test

Board-ready model shell, sensitivity dashboard and investor narrative checklist.

FM DD Tool
Economics
Unit Economics Suite

Industry-specific unit economics, benchmarks, scenario analysis, runway & export.

Unit Economics Suite
Fundraising
Fundraising Readiness Scorecard

Interactive assessment across Financials, Narrative, Materials, Metrics, Team & more.

Fundraising Scorecard
IPO
IPO Readiness Scorecard

SEBI-specific eligibility checks, gap analysis, and a prioritized timeline to IPO-ready.

IPO Readiness
Sales
Sales Funnel Diagnostics

Identify bottlenecks and generate prioritized action plans across the full funnel.

Sales Diagnostics
DCF
DCF Valuation Framework

Stress-test projections before investor decks — for founders, CFOs, and consultants.

DCF Framework
DD
DD Readiness Assessment

Map buyer questions to existing documentation — know your gaps before the process.

DD Assessment
Intelligence
Portfolio Monitor Intelligence

Sprint-based portfolio intelligence — IC-grade reporting infrastructure.

Portfolio Monitor
Digital
Digital Maturity Assessment

Six-dimension assessment with exportable recommendations and transformation roadmap.

Digital Maturity
Real Estate
Real Estate Assessment

Accurate & audited calculations for real estate investment decisions.

Real Estate Tool
Model
Adara Financial Model Builder

Paste or upload your business plan. Extracts assumptions, builds a linked 3-statement model, runs valuation & exports Excel.

Financial Model Builder
Delivery Model

The Adara 3-Layer System

On-ground operators, senior partners, and AI agents — combined for speed, ownership, and outcomes.

1

In-house Planning & Performance Partners

Embedded operators — Planning Leads, Performance Managers, OKR Coaches — working inside client teams. They own daily execution of planning rhythms and performance tracking.

2

Expert Network & Senior Strategy Partners

Domain experts for SRO design, performance system architecture, and QBR design. Senior partners own outcome accountability and unblock strategic decisions.

3

AI Centre of Excellence

Purpose-built planning agents and 1000+ curated prompts that accelerate research, automate deliverable production, and run performance workflows — with human governance.

Service types & delivery modes

Diagnostics1–2 week focused audits — AOP health check, OKR maturity, planning infrastructure quick-scan.
ResearchStrategic research, performance benchmarks, market intelligence & strategy pack development.
Co-building3–12 week sprints to co-create planning systems, OKR frameworks, and transaction-ready materials.
Strategy PMOOngoing governance of strategic initiatives, milestone tracking, and performance dashboards.
Transformation2–6 week crisis sprints — planning resets, performance system redesign, strategy accelerations.
CoachingCEO & leadership team coaching on OKR adoption, QBR excellence & planning rhythm enablement.
DIYStarter kits and downloadable planning toolkits for teams that want to self-serve.
AI Centre of Excellence

1000+ prompts, agent flows & use cases

Human planning operators paired with purpose-built AI agents — research automated, deliverables generated at speed, strategy PMO running continuously.

Research

Auto Strategic Research & Briefs

Rapid market scans, competitive intelligence, and strategy packs that compress planning timelines and accelerate C-suite decisions.

Execution

Planning Automation Agent Flows

Agents that build OKR cascades, track performance metrics, draft variance analyses, and auto-generate business review summaries for quarterly cycles.

Performance

Performance Tracking & Automation Bots

Dashboard generation, KPI monitoring, scenario modeling, and initiative tracking — built to compress strategy realization timelines.

Note: AI CoE capabilities are deployed in a staged manner alongside governance frameworks and human oversight checks.

Who We Are

The team behind the execution

Led by K Siva — a career corporate planning consultant — with a core of planning operators and a distributed expert network of ex-strategy consultants, ex-Big 4 partners, and performance management specialists.

Nipun Jain

Nipun Jain

IIM Bangalore (MBA – Finance) · Corporate Finance & Financial Modeling

Indraveer Rajawat

Indraveer Rajawat

INSEAD · M&A, Valuation & Restructuring

Yash Rathi

Yash Rathi

NMIMS · Finance & Valuations

Sanjay Srivastava

Sanjay Srivastava

IIM C · Finance & Corporate Strategy

Akriti Gupta

Akriti Gupta

IIM C · Finance & Financial Strategy

Saurav Shekhar

Saurav Shekhar

IIT BHU · Corporate Finance & Analysis; CFA L1

CA Atul Mishra

CA Atul Mishra

Chartered Accountant · 10+ years at EY

Jasdeep Singh

Jasdeep Singh

Thapar University · Finance Operations

Let's Talk

Start a conversation

Tell us the outcome you need. We design the engagement: diagnostic → co-build sprint → Strategy PMO → success fee or equity options.