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Resources

Knowledge, unfiltered.

Guides, case studies, templates, and research from the Unfiltered team. Practical, opinionated, and built for people who want to move fast.

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Guide

AI-Powered Business Strategy: A Practical Playbook

A step-by-step framework for integrating AI into your business strategy. Covers data readiness, tooling, and organizational change management.

AIStrategyChange Management
May 202518 min read
Case Study

How TerraVerde Scaled from $2M to $18M ARR in 14 Months

A deep-dive into the financing strategy, operational restructuring, and technology adoption that powered TerraVerde's rapid growth.

GrowthFinancingOperations
Apr 202512 min read
Webinar

Capital Allocation in the Age of AI: Live Q&A

Watch our Chief Strategist break down how forward-thinking CFOs are reshuffling capital portfolios around AI infrastructure.

CapitalAICFO
Mar 202552 min
Guide

GIS & Geospatial Analysis for Business Decisions

Learn how to leverage location intelligence and spatial data to inform site selection, logistics, and market expansion decisions.

GISLocation IntelligenceLogistics
Mar 202514 min read
API Docs

Platform API Reference v2.0

Complete reference documentation for the Unfiltered REST API. Covers authentication, endpoints, rate limits, and SDK examples.

APIRESTDeveloper
OngoingReference
Template

Business Financial Model Template (Excel + Google Sheets)

3-statement financial model with built-in scenario analysis, sensitivity tables, and automated KPI dashboard. Used by 800+ companies.

FinanceModelingExcel
Updated May 2025Download
Podcast

The Unfiltered Podcast Ep. 12: Fundraising Without the BS

Our founder sits down with three Series B founders to discuss what VCs actually look for — and how to present financials that convert.

FundraisingVCSeries B
Feb 202541 min
Case Study

Rebuilding the Finance Function at Nexeon Infrastructure

How a legacy infrastructure firm reduced financial reporting time by 70% and achieved GAAP compliance through platform adoption.

FinanceERPGAAP
Jan 20259 min read
Template

Board Meeting Presentation Deck (Editable Figma)

A polished, data-forward board deck template used by Unfiltered's consulting team. Covers KPIs, strategy, financials, and roadmap.

BoardPresentationFigma
Dec 2024Download
Template

Business Consulting Engagement Letter Template

A plain-language engagement letter template for consulting and advisory work. Covers scope, deliverables, payment terms, and IP ownership. Used as the basis for all Unfiltered client agreements.

LegalConsultingAgreements
May 2025Download
Template

Strategy Session Prep Worksheet

A structured one-pager to complete before your first Unfiltered session. Covers business model, key metrics, current challenges, and the decisions you're stuck on. Takes 20 minutes — saves 40 in the session.

StrategyConsultingPreparation
Apr 2025Download
Guide

The Unfiltered Framework: How We Diagnose a Business in 90 Minutes

The exact diagnostic framework our consultants use in every intake session. Learn how we assess business model health, capital efficiency, operational leverage, and strategic clarity — and how to apply it to your own company.

ConsultingFrameworkDiagnosis
Jun 202511 min read

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