01
Dashboards & Reports
Live data views and analysis exportsMember Signal Q1
NPS, offering ratings, awareness scores, and qualitative themes from the March 2026 survey cycle.
Data pulled 1:58 PM ET · Jun 5, 2026
↗
Member Signal Dashboard
NPS, offering ratings, awareness scores, and member voices from the March 2026 survey. 17 respondents across the group.
Added Apr 17, 2026
↗
Revenue Dashboard
Billing, collections, AR aging, and P&L — live from QuickBooks Online. Refreshed every 4 hours.
Added Mar 26, 2026
↗
Salesforce Earnings Heatmap
Calendar heatmap showing earnings-date intensity across NeuGroup peer group memberships, generated from Salesforce and FMP data.
Added Apr 30, 2026
↗
02
Product Prototypes
Interactive concepts & UI explorationsTreasury Tech Lab — Ecosystem Explorer
Interactive map of the treasury technology landscape. Browse vendors by category, filter by function, and explore the ecosystem.
Added Mar 20, 2026
↗
Sponsor Hub
Research & outreach campaign sales tool. Browse sponsorship offerings, generate AI-powered pitch emails, and track sponsor history by account.
Added Mar 25, 2026
↗
NTT Marketplace: March 25 Checkpoint
Tech ecosystem marketplace checkpoint — snapshot of the NTT product prototype as of March 25, 2026.
Added Apr 1, 2026
↗
Bond Deal Intelligence
Public debt market activity for 74 member companies — tranches, pricing, spreads, and bank tiers sourced from SEC EDGAR filings (2024–2026).
Added Apr 15, 2026
↗
03
Roadmaps & Process Docs
Planning artifacts and operational docsCommunity Launch — Master Plan
End-to-end process map for the NeuGroup platform community launch. Phases, milestones, owners, and timeline in one place.
Added Mar 25, 2026
↗
Content Gating Strategy
Three-tier content strategy for Gradual — how we balance brand awareness, lead capture via Tally, and member exclusivity. Includes alternatives explored.
Added Apr 1, 2026
↗
NeuGroup on Gradual — Implementation Review
Review of the July Gradual launch plan against four success criteria: live-meeting energy online, continuous engagement, virtual and member-led formats, and member intelligence.
Added May 29, 2026
↗
Membership Pricing Calculator
Interactive calculator for NeuGroup membership pricing — peer-group families, OCFO bundles, à-la-carte seats, click-through group details and member rosters. Public, shareable with prospects.
pricing.bromsey.work · Updated Jun 5, 2026
↗
04
Prospect Research & Gap Analysis
Market intelligence and membership opportunityLA Dinner 2026 — Outreach Strategy
135 LA-area treasury prospects ranked by priority tier. Salesforce-enriched: contacts, active deals, and closed-lost accounts surfaced. Filterable by connection degree, SF status, and tier.
Added Mar 23, 2026
↗
PE-Backed Members — Sponsor Map
25 PE-backed companies identified across 304 members. Hellman & Friedman backs 15 and is itself a member. League table, firm filters, and intro strategy.
Added Mar 26, 2026
↗
Kyriba Live 2026 — Attendee Intelligence
673 Kyriba Live attendees matched against Salesforce. 69 members, 131 sponsors, 64 tech cohort identified. Filterable, searchable, exportable.
Added Apr 06, 2026
↗