Early access members receive a 14-day free trial. Founding members lock in founding-member pricing when paid plans open. Final pricing to be announced to the waitlist first.
Key features
Fundraising readiness assessment and corporate records health checks
Evidence-linked history of ownership, equity, rights, and governance events
Continuous monitoring of records for gaps and inconsistencies
Secure customizable sharing links with access controls
Advanced relationship mapping and name variation analysis
AI Assistant for searching and querying documents
Activity tracking and audit trails on shared materials
Video and audio analytics
Portfolio-level health checks and reporting
Connects to QuickBooks, Square, Shopify and other business tools
Financial Overview showing story behind numbers with action steps
Business Health dashboard with benchmarking against similar businesses
Read-only secure connections with bank-level encryption
Learns business patterns and gets sharper over time
Actionable next steps for every insight
Adapts to specific business type and market
What makes it different
Identifies and fixes corporate record gaps before investors and auditors discover them
Interprets relationships between records and reconstructs corporate history automatically
Enables continuous monitoring rather than point-in-time audits
Works with disorganized records from multiple teams and formats
Customizable, white-labeled, or integrable via API and MCP
Plain English insights instead of dashboards and financial jargon
Built specifically for small businesses, not a one-size-fits-all template
Combines analysis with specific, actionable next steps
Secure read-only connections that never access or move money