By Tamarack |  Oct 18, 2023

Powered by analysis from Rinaldi Advisory Services, ExecutiveAIR™ offers equipment finance executives with unique views of operational and financial data overlaid with actionable insights

Rinaldi Advisory Services logo

Tamarack Technology has collaborated with Rinaldi Advisory Services (RAS) to launch Executive Advisory Insight Reports (ExecutiveAIR™). The combination of Tamarack’s business intelligence and AI product suite with RAS’ unique analysis tools provides a real-time conversion of existing data into actionable executive-level intelligence and insights.

“Within every organization there is a wealth of data that can be used to create growth opportunities and competitive advantage,” said Scott Nelson, president and CDO at Tamarack Technology. “Uncovering and capturing the data is just the first step. By combining our BI and AI tools with RAS’ expertise, we’re converting that enterprise data into the kinds of insights and views that C-level leaders desire. ExecutiveAIR is the next level in our promise to provide insights vs. information.”

The first offering to come from the strategic partnership announced in September 2023, ExecutiveAIR leverages the strengths of both organizations -- Tamarack’s comprehensive enterprise data aggregation and RAS’ renowned insights. Through the service, clients gain a proprietary, interactive executive-level view of key enterprise performance functions including originations, pricing, portfolio stratifications and financial performance.

“ExecutiveAIR provides unique insights from aggregated data that is traditionally only found in the silos of the origination, contract management and general ledger systems of the business,” said Bob Rinaldi, president of Rinaldi Advisory Services. “When the data is properly structured and in one place, we still report on applications, credit information, lease accounting and monthly financials, but we also provide analysis that can only come from the combined dataset, like pricing and yield performance by risk level and portfolio stratification by industry, asset and credit tiers.”

In addition to the ExecutiveAIR reporting, Tamarack clients utilizing the offering will have access to exclusive quarterly webinars led by Bob Rinaldi and the RAS team. These webinars are designed to provide training on how to effectively use the reports as well as discussions on current equipment finance industry trends.

About Rinaldi Advisory Services

Rinaldi Advisory Services works with CEOs and principals of independent equipment finance companies to develop a bank-ready posture for an exit strategy that drives premium valuation. Its team of advisors is comprised of C-level veteran practitioners with decades of experience starting, scaling and leading M&A initiatives for commercial equipment finance enterprises. As growth strategists first and foremost, Rinaldi Advisory Services counsels clientele from the position of objective advisors, board members and/or confidential resources for principals, CEOs and other C-level executives. The company advises on growth, credit/risk, funding, staffing, automation and other areas, based on the strategic life-cycle needs of the client, whether envisioning and implementing a business model, moving to the next level, or driving toward an exit strategy.

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Tamarack Technology, Inc. is a leading provider of independent software, operational, and technology services supporting the equipment finance industry for more than 20 years.


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