For the board.
Real-time conviction signals.
Stop reading month-late PDFs. Get live, source-audited metrics from every company you back. Be the partner who shows up to the room already informed.
You shouldn't need a finance team to answer this
The everyday questions this module makes simple.
You read month-late PDFs
By the time the update email arrives, the numbers have already moved on.
You can't see the source
A figure looks off and there's no way to trace it without emailing the founder.
You show up half-informed
Twenty minutes of every board meeting goes to catching you up on the dashboard.
Explore a sample board planning workspace
See live company metrics traced to source, permissioned access and auto-generated briefings, no spreadsheet wrangling.
Live company metrics traced to source, permissioned access and auto-generated briefings, so the board reviews real numbers.
- Assumptions
- Model
- Scenarios
- Mentor Review
- Outputs
AI mentorAll companies reporting, metrics are live and two are flagged for the next briefing.
Illustrative, capabilities and typical targets, not guaranteed outcomes.
The board meeting you walked into ready
Real-time conviction signals.
No more skimming a month-old PDF in the elevator. You've already read the live numbers and the quarterly narrative, traced the figure that looked off back to its source, and arrived with sharp questions instead of catch-up.
- Live metrics, always current
- Click any figure to its source
- Auto-composed quarterly briefings
Decisions you can make this week
Practical calls this module helps you get right, no finance background needed.
The capabilities that earn the work.
Live access
Every metric, always current, never wait for the next update email.
Trace to source
Click any figure. See the underlying transaction.
Narrative summaries
AI-composed quarterly briefings, written in the founder's voice.
Permissioned correctly
See only what you're entitled to see. Founders stay in control.
From signal to decision.
- 1
Get the invite
Founders share their portal with the access level they choose.
- 2
Set your watchlist
Pin the metrics that matter for each company.
- 3
Read the briefing
Quarterly narratives summarise everything that moved.
- 4
Show up informed
Walk into the board meeting with questions, not surprise.
Questions founders ask
How do I get access to a company's numbers?+
Founders share their portal with the access level they choose, you see exactly what they grant, nothing more.
Can I trust the figures are real?+
Every metric traces back to the underlying transaction, so you can audit any number yourself.
Do I have to wait for the founder to send an update?+
No, the metrics are live, and quarterly narratives are composed automatically.
Founders stay in control
- You see only the metrics a founder chooses to share, nothing more.
- Every figure traces back to its source for a full audit trail.
- Access is a permissioned link, not a forwardable attachment.
- Encrypted in transit and at rest; data is never resold.
Adjacent capabilities.
Make this the last spreadsheet you build
Build your plan, connect your data, and see this working on your own numbers, no finance team required.
From idea to investor-ready · built for founders, not finance teams