Financial & Operational Health · For Bursars, CFOs & Boards
IRIS5 is a financial and operational health check for schools — it surfaces the risks that matter, shows how you compare to international standards, and flags where leadership’s view and the evidence diverge. In under an hour — and your documents are never stored.
Free light audit, no credit card needed · Deep audit — register your interest for early access
Independently scored and cross-checked against your evidence. Two dimensions define your financial and operational health — three read the biggest risks to it.
The core · your financial & operational health
Revenue sustainability, cost discipline, liquidity buffers, fee dependency, capital allocation
Workforce ratios, scheduling utilisation, systems maturity, campus planning, ancillary revenue
Three risk lenses on that health
Board composition, oversight cadence, policy coherence, owner-board separation, risk registers
Cohort survival rates, pricing power, catchment dynamics, re-registration trends, brand positioning
Operational automation potential, workforce disruption exposure, policy maturity, strategic preparedness
Not standalone audits — each is read for how it threatens your financial and operational position.
Scored, colour-coded, and ready to present. No interpretation required.
The deep audit
The deep audit reads your documents and returns a single, board-ready report — every finding cited to its source, nothing left to interpret.
One institutional-health score out of 100 and a five-dimension radar — evidence-based, beside your own perception rating.
An evidence-based RAG rating per dimension, shown next to what your team believed, so every gap is obvious.
A ranked short-list of what to fix first — each with practical guidance and, where relevant, a ready-to-use PGC policy template.
How your key metrics sit against recognised international standards (ISBA, NAIS, NBOA and international ranges), with your quartile.
How your finances hold under enrolment and fee-pressure scenarios — the covenant conversation, before the covenant breaks.
Where two of your own documents disagree — cited on both sides, ranked by severity, with the reconciliation to make.
Where your leadership's view and the underlying evidence tell different stories.
Trends, emerging risks, budget variances and genuinely positive signals that aren't strict contradictions.
The specific missing documents that would most strengthen your next audit.
Download it as a PDF — dark for screen, light for print — and take it straight to the board.
No consultants on site. No weeks of back-and-forth. Just answers.
Around 100 calibrated questions across five dimensions (more in a deep audit). Your leadership team’s perspective captured in one sitting.
~45 minutesFor a deeper view, attach financials, policies, or enrolment data. AI reads them, scores them, and erases the originals.
~5 minutesRAG-rated results per dimension, perception-vs-reality flags, and a prioritised improvement roadmap — download the board-ready PDF and present it as-is.
InstantFor deeper insight, attach financial statements, policies, or enrolment records. The AI extracts what matters, scores it against your questionnaire answers, and permanently erases every file. No human at PGC ever touches your documents.
A self-audit only reflects what you already believe. IRIS5 scores your real risks, benchmarks you against international standards, and — uniquely — checks your beliefs against your own documents, flagging where the two diverge. That last gap is where the most valuable strategic conversations begin.
Every file is analysed and erased in one pass. Your scores belong to you alone. PGC advisors only see your data if you choose to share it with them.
Short walkthroughs — running a light audit, running a deep audit, and reading your board-ready report.
Start with a free light audit — and register your interest in the deep audit.