Renegade OS · Tue · 12 May 2026 · 14 jobs · Southeast

Good morning, RNGD.
Backlog is up 14.2%. Three jobs need your attention before Friday.

01 — Executive Overview

The state of the business, right now.

Updated 12s ago · tap a card to drill in

Daily Executive Briefing

Tuesday, May 12 · 6:00 AM CT

LIVEv 4.21

Schedule risk

Brickell Tower III, Denver Civic, and Austin Logistics tracking behind on subcontractor labor and a 4.1% productivity drop.

Margin compression

Gross margin slipped 0.8pp WoW to 11.2%. Nucor steel running 7.4% over bid on three jobs — change-order strategy advised.

Liquidity

Cash position healthy at $214M available. Forecast engine shows FY backlog burn 2.1% ahead of plan.

Upside

High-confidence upside if Phoenix Datacenter pour schedule accelerates by 9 days.

Behind

projects

Margin

−0.8

pp WoW

Backlog

$384M

+0.8%

Cash Runway

Months of cover at current burn.

Atlas-7 · live

0.0mo

$214M liquidity ÷ $18.7M monthly net burn. Healthy band entered Mar '26.

Burn / mo

$18.7M

Revolver

$120M open

02 — Forecast & Intelligence

What the next 90 days look like.

Model · Atlas-7

Forecasting Engine

Forecast vs Actual · Backlog Burn

Actual ForecastVariance: +2.1%

Scenario Planning · Next 90 days

Data Platform

Sources → dbt → Snowflake → Meridian.

Orchestrated by Prefect

Sources

Procore · Sage · ADP · Salesforce · Autodesk · Foundation

6 systems

→

Ingestion

Fivetran + custom Python connectors

412.6K rows/d

→

Raw Lake

S3 · partitioned · 14d retention

1.2 TB

→

Transform

dbt · 184 models · tests on every PR

fresh 2m ago

→

Warehouse

Snowflake · MEDIUM warehouse

p95 1.8s

→

Meridian OS

Executive surface · this dashboard

live

Platform Health · last 24h

SLA 99.94%

Pipelines

47 / 47

dbt freshness

2m ago

Warehouse p95

1.8s

Integrations

6 / 6 healthy

CI/CDGitHub · 14 deploys/wk

Quality tests2,148 passing

Lineageend-to-end

03 — Field & Change

Where the work is, and what moved overnight.

Field Map · Southeast

14 active jobs across the Southeast.

Stable 11 Watch 2 Critical 1

What Changed

Since yesterday, 06:00 CT.

6 material moves

Backlog

$381M→$384M+$3.2M

Two awards: Hyperscale 5 + Detroit Civic

Gross Margin (TTM)

11.4%→11.2%−0.2 pp

Steel CO impact priced in

Behind-Schedule Jobs

2→3+1

Brickell Tower III moved to critical

Open RFIs > 7 days

47→39−8

Phoenix MEP backlog cleared

DSO

59 d→62 d+3 d

Owner of MSP delayed pay app #14

Safety TRIR

1.21→1.18−0.03

84 incident-free days streak

KPI Grid

Twelve numbers that govern the company.

TTM · vs prior period

Gross Margin

0.0%

−0.4 pp

Backlog

$0M

+14.2%

Book-to-Bill

0.00×

+0.18×

SPI (Schedule)

0.00

−0.02

CPI (Cost)

0.00

+0.01

Change Order %

0.0%

+0.6 pp

RFI Cycle Time

0.0 d

−0.5 d

Safety TRIR

0.00

−0.21

DSO

0 d

+3 d

Subcontractor Default

0.00%

−0.08 pp

Equipment Utilization

0.0%

+1.9 pp

Revenue / Employee

$0K

+4.1%

04 — Decisions & Projects

Where to act, and where it pays.

Alerts & Recommendations

Decisions waiting for you.

3 high priority

Re-sequence Phoenix Datacenter MEP rough-in

Stacking trades on shaft 3 yields 11 calendar days back to schedule. Frees crane time for tower 2 facade panels two weeks earlier.

+11 days · $1.4M GC savedConfidence 91%

Steel pricing variance — Nucor master agreement

Last 4 releases priced 7.4% above bid assumptions on three jobs. Recommend escalation clause review and CO strategy with owner.

$2.1M exposureConfidence 88%

Cash crunch projected in 41 days

Bear scenario at current pay-app cycle + Q3 retention release timing crosses $80M reserve floor on Jun 22. Pull on revolver or accelerate billings.

−$34M reserveConfidence 81%

Projects · Comparative Performance

All 14 active jobs, ranked.

Sort:Composite

#	Project	Region	Contract Value	Margin	SPI	CPI	Op Health	State
01	Phoenix Datacenter — Hyperscale 4	Southwest	$412M	13.8%	1.04	96	96	stable
02	MSP Terminal C Expansion	Midwest	$318M	12.4%	1.02	93	93	stable
03	Seattle Med Pavilion	West	$246M	11.9%	1.01	91	90	stable
04	Boston Life-Sciences Block 4	Northeast	$198M	11.6%	1.00	88	87	stable
05	Nashville Mixed-Use Tower	South	$184M	11.1%	0.99	86	85	stable
06	Portland Civic Bridge Replacement	West	$162M	10.4%	0.98	82	81	stable
07	Denver Civic Center Renovation	West	$148M	9.2%	0.95	74	68	warn
08	Austin Logistics Hub	South	$132M	8.4%	0.91	68	58	warn
09	Brickell Tower III	Southeast	$284M	6.8%	0.87	54	41	critical

01stable
Phoenix Datacenter — Hyperscale 4
Southwest · $412M · 13.8% margin
SPI 1.04
CPI
96
Op Health
96
02stable
MSP Terminal C Expansion
Midwest · $318M · 12.4% margin
SPI 1.02
CPI
93
Op Health
93
03stable
Seattle Med Pavilion
West · $246M · 11.9% margin
SPI 1.01
CPI
91
Op Health
90
04stable
Boston Life-Sciences Block 4
Northeast · $198M · 11.6% margin
SPI 1.00
CPI
88
Op Health
87
05stable
Nashville Mixed-Use Tower
South · $184M · 11.1% margin
SPI 0.99
CPI
86
Op Health
85
06stable
Portland Civic Bridge Replacement
West · $162M · 10.4% margin
SPI 0.98
CPI
82
Op Health
81
07warn
Denver Civic Center Renovation
West · $148M · 9.2% margin
SPI 0.95
CPI
74
Op Health
68
08warn
Austin Logistics Hub
South · $132M · 8.4% margin
SPI 0.91
CPI
68
Op Health
58
09critical
Brickell Tower III
Southeast · $284M · 6.8% margin
SPI 0.87
CPI
54
Op Health
41

Good morning, RNGD.Backlog is up 14.2%. Three jobs need your attention before Friday.

The state of the business, right now.

Months of cover at current burn.

What the next 90 days look like.

Forecast vs Actual · Backlog Burn

Sources → dbt → Snowflake → Meridian.

Where the work is, and what moved overnight.

14 active jobs across the Southeast.

Since yesterday, 06:00 CT.

Twelve numbers that govern the company.

Where to act, and where it pays.

Decisions waiting for you.

All 14 active jobs, ranked.

Good morning, RNGD.
Backlog is up 14.2%. Three jobs need your attention before Friday.