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Methodology Portal

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The Anneal Transformation System

One methodology. One toolkit. One place.

Navigate SCALER, browse and download every template, and find the working artefacts that turn investment thesis into delivered outcomes. Built for the Anneal team, portfolio company leadership, and our diligence advisers.

Structured Repeatable AI-enabled
compounds SCALER continuous loop S Strategic Alignment Where to win C Capability Build to deliver A Analyse See the work L Lead Orchestrate E Execute Deliver outcomes R Repeat Scale & compound
The methodology

SCALER — six stages, one loop

The Anneal Transformation System runs every investment through six stages — from setting strategic priorities to delivering outcomes and compounding learning across the portfolio. Click any stage for detail.

Patterns we see

Four archetypes, one playbook

Different binding constraints; the same SCALER spine. Identifying the archetype shapes the value-creation hypothesis, the toolkit selection, and the 100-day plan.

The AI layer (v4)

Five AI patterns, one substrate

Anneal recognises five distinct AI patterns. Four are vertical value patterns — each defined by who uses the AI and which part of the income statement it moves. The fifth, Infrastructure AI, is the horizontal substrate the other four scale on. The patterns are complementary; mature deployments combine several. Click any pattern for detail.

Across the hold

How SCALER fits the deal lifecycle

The methodology is a continuous loop, but the emphasis shifts predictably across the hold period. Knowing the phase tells you which stages of SCALER deserve attention right now. Click any phase for detail.

Primary emphasis Supporting / running
The toolkit

Templates, worksheets, and working artefacts

Everything the deal team and operating partners need, organised by methodology stage. Filter by stage, then click any item to download.

Filter by SCALER stage:
All
S — Strategic Alignment
C — Capability
A — Analyse
L — Lead
E — Execute
R — Repeat
What's live and what's next

v3 — everything in one place

The portal is hosted, the Assistant runs natively against Claude Haiku, access is controlled per user, and the suggestion loop routes feedback to the methodology owner. Roadmap below for v4.

LIVE — v3

Embedded Assistant

Native chat scoped strictly to the Anneal methodology corpus. Calls Claude Haiku directly with prompt caching for sub-cent costs per question. No separate Project, no setup screen, no Claude account required for users.

Available — click "Ask the Assistant" above
LIVE — v3

Hosted with access control

Portal deployed to Cloudflare Pages with Cloudflare Access providing SSO / OTP authentication. Shareable URL for Anneal team, portco execs, and advisers — without distributing the underlying files.

Available — see the URL in your browser
LIVE — v3

Suggestion feedback loop

One-click capture of improvement ideas. Email and clipboard. Suggestions route to the methodology owner for review and decision.

Available — click "Suggest improvement" above
PLANNED — v4

Streaming responses + admin UI

Typewriter-style streaming for the Assistant, plus an in-portal admin surface so the methodology owner can edit content without touching code.

Roadmap — v4