Solution for Fractional Executives

Serve more clients. Prove more value.

Uru multiplies your capacity so you can handle more accounts, deliver faster, and show measurable ROI without adding staff.

Dashboard Preview

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What Fractional Executives Use Uru For

Automate the repetitive work so you can focus on strategic advisory

📊

Board packs in 2 hours, not 8

Automatically generate board packs and executive reports from your data sources. Pull metrics from multiple systems, format consistently, and deliver on time.

📞

Summarize calls → auto-update CRM

Capture key points from client calls and automatically update your CRM. Never miss important details or spend hours on post-call admin work.

📑

Proposals + SOWs drafted in minutes

Generate professional proposals and statements of work based on client requirements. Use your past successful proposals as templates for faster turnaround.

⚠️

Pipeline + client health alerts

Get early warnings about stalled deals and at-risk client relationships. Proactive monitoring helps you intervene before issues become crises.

📈

Monthly reporting automation

Compile performance metrics, KPI dashboards, and executive summaries automatically. Spend less time gathering data, more time analyzing insights.

💼

Client onboarding workflows

Streamline new client setup with automated document collection, system access provisioning, and kickoff meeting preparation.

🔍

Competitive intelligence gathering

Monitor competitor activities, industry trends, and market changes relevant to your clients. Stay ahead with automated research and alerts.

📧

Stakeholder communication

Draft and schedule regular updates to board members, investors, and key stakeholders. Keep everyone informed without constant manual effort.

How Uru Works for Fractional Executives

Connect your tools, build your AI teammates, and multiply your capacity

1

Connect Your Stack

Link your CRM, project management tools, communication platforms, and data sources. Uru integrates with 100+ tools you already use.

2

Build AI Teammates

Create specialized AI teammates for different roles: BD assistant, reporting analyst, client success manager. Each learns your specific workflows.

3

Scale Your Practice

Take on more clients without burning out. Your AI teammates handle routine work 24/7 while you focus on high-value strategic advisory.

Why Fractional Executives Choose Uru

Handle 3-5x more clients

Automate 60% of administrative work and scale your practice without hiring

Deliver faster results

Cut report generation time from days to hours, proposals from hours to minutes

Prove measurable ROI

Show clients concrete value with automated tracking and reporting of key metrics

Never miss critical signals

Automated monitoring alerts you to risks and opportunities across all your clients

Maintain quality at scale

Consistent processes and documentation across all clients, regardless of volume

Benefits Visualization

Phase 4: Dashboard metrics screenshot

Ready to multiply your capacity?

See how Uru can help you serve more clients without burning out