Contents

Getting Started

Main Solutions

3 min read

A business hub, a personal hub, two tools that link them, and two helpers — all on one set of numbers. Each block says what it answers, what it costs, and where its guide starts.

Hubs

My Business

Answers: How is my business doing right now, and where does the money go?

Your one live business, and the page you land on after signing in. Automatically import your books to get access to:

  • Financial Summary: your money from revenue down to what we call "Total Value to You". Review it as an animation or an expandable table, then dig into any item via Deep Dives.
    The goal: understand your business like a CFO.
  • Score Card: Get a 0-100 rating for your business overall, made up of up to 17 individual metrics, showing how you compare to your industry's specific benchmarks. Our benchmarking data sources are disclosed on each metric.
    The goal: assess your performance like a CFO.
Free Paid Tiers
Automatic import, financial summary animation and expandable table, overall scorecard Financial Summary Deep Dives (incl. financial statement generation), metric-by-metric scores and benchmarks

Start here: How to Import Your Books.

My Freedom Number

Answers: How much does my business need to pay me to achieve my goals?

A personal calculator, reached from "Me" in the navbar. It works out the extra monthly income your household needs to achieve your financial goals — Plays and Blueprints (below) are how you close that gap.

Free on every plan.

Start here: How to Find Your Freedom Number.

Tools

Plays

Answers: What happens if I change one thing?

Simulate the top-to-bottom financial impact of a decision on your "My Business" profile. Plays cover pricing, direct costs, admin costs, marketing, cash timing, a new product, debt and volume growth, and a custom workflow for anything else.

Free Paid Tiers
One hand-edited Play Structured Plays, done by Occam and tailored by you

Start here: How to Test a Price Increase Before You Raise Prices.

Blueprints

Answers: What do I want my business to look like in two to five years, and how do I get there?

Design the business at month 24, account for investments to get you there, and draw the path there. The result is a 24-month forecast showing how revenue, costs, and cash evolve over time, complete with all the details you need to know.

Free Paid Tiers
One hand-edited Blueprint, every input step including years three to five, and example results.
  • Done-for-you: design by prompt with Occam, then tailor the details.
  • Numbers you can trust: have Occam review each and every line item to pull latest pricing, industry averages, and more.
  • Numbers you understand: full-detail results where Occam can answer any question you have.
  • Your vision at scale: see the forecast through year 5 as you transform from a sustainable business into a scaled enterprise.

Start here: How to Start a Blueprint From Your Business.

Support

Occam

Answers: Is what I'm doing right? Are my numbers correct? What do my results mean?

Occam is the architect behind importing your business, Blueprint proposals, and Plays, so naturally he's available in chat windows on all modules. Think of him as an advisor in the room with you, looking at the same analysis, and ready to answer any questions.

Only available on paid tiers.

Start here: How to Ask Occam About Your Numbers.

My Advisor

Answers: Can an expert look at this with me?

Our founder, Joao, responds to your questions via an in-app message exchange, within 24 hours on business days. Where Occam can immediately handle most questions and research requests, Joao can help you think strategically through the lens of someone who has invested billions in acquiring and divesting companies on Wall Street. See his bio here.

Available exclusively on Advisory tier. Limited availability.

Start here: How to Work With Your Advisor.