Lateral Retrospective

Compare a lateral's actuals to the original plan at 12, 18, 24 or 36 months — and get the year-3 decision the sponsor conversation actually needs.

A managing partner, sponsor partner or rem committee member reviewing a lateral post-onboarding gets back: variance vs plan on the five dimensions that predict lateral success, an attribution of the variance to five explanatory drivers, a cohort roll-up when more than one lateral is loaded, and a rule-based recommendation — Accelerate, Continue on plan, Renegotiate, or Manage out — with the specific triggers that fired it.

Accepts up to 5 laterals per session and gives a cohort view once 2 or more are loaded.

This is a plan variance read, not a performance appraisal. Use it to shape the sponsor conversation, not to open a formal process.

All calculation is client-side. Only band-level cohort results ever leave the browser — see the privacy notice below.

You'll need, per lateral:

Onboarding date; the original plan (practice area, claimed book, guarantee floor and length, projected steady-state, projected cross-sell); actuals to date (quarterly revenue and cash, cumulative guarantee paid, actual rate delta, current realisation, current lockup, cross-referral counts); and checkpoint history (sponsor traffic-light and cultural pulse at 12/18/24/36 months as applicable).

Step 1

Session setup

One jurisdiction per session — the deflator library and lockup benchmarks differ.

Firm name (private, never transmitted)

Jurisdiction *

Currency

Follows jurisdiction — £ for UK, A$ for AU. Never mixed within a session.

Review date

Defaults to today. This is the "as of" date every lateral's elapsed period is measured against.

Lateral 1 — plan

The original plan

What was promised at offer stage — the baseline every actual gets measured against.

Lateral 1 — actuals

Actuals to date

What actually happened, quarter by quarter, since onboarding.

Lateral 1 — checkpoints

Sponsor checkpoint history

The sponsor's retention forecast and the anonymous cultural pulse at each marker reached.

The cultural-pulse score is computed from the ten items in the T34 Anonymous Cultural Pulse-Check Rubric. Each item is scored 0–10 by the lateral, anonymously, administered by HR or an external provider — not by the sponsor. The sponsor sees the aggregate 0–100 score, never individual responses. In this tool, the sponsor enters the aggregate as if they had received the report from HR.

Session note (state only — never transmitted)

Lateral 1 — variance summary

Variance vs plan

Free output — single-lateral read

Your lateral read

Review

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Attribution bridge, quarter-by-quarter actual vs plan, checkpoint trajectories, cohort roll-up, and a board-ready PDF.

Name *

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Role

Work email *

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Firm

I've read and accept the privacy notice below * I'm happy for Alt-V to contact me about lateral acquisition engagements.

Lateral retrospective

Plan variance read · driver attribution · cohort roll-up

Executive summary

Where this cohort stands against plan

Method

How this read is built

Suggested filename:

In the print dialog choose 'Save as PDF' and untick 'Headers and footers' under More settings — otherwise the browser stamps the file path on every page.

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