Build the operating layer that helps you run a tighter ship.
One reliable view for cash, revenue, receivables, pipeline, margins, funnel conversion, and the exceptions that need a decision — connected to the tools already running the business.
For $1M–$20M founder-led companies that need cleaner weekly visibility before hiring a full finance or data team.
Weekly operating view
Founder finance cockpit
Cash balance
$428,240
+12.4%
Runway
7.8 mo
+0.6 mo
Revenue MTD
$184,900
+18.2%
AR overdue
$21,430
9 invoices
Pipeline cash
$312,000
+$48k
Funnel conv.
18.4%
+2.7 pts
Cash runway forecast
Base case using current cash, expected collections, payroll, and fixed costs.
Revenue bridge
Recurring, expansion, one-time, churn, and timing variance.
AR aging
Exception queue
Owner-visible| Risk | Issue | Account | Impact | Action |
|---|---|---|---|---|
| High | Collections risk | Nova Systems | $12,400 overdue | Owner follow-up |
| Med | Margin variance | Client B rollout | -6.2 pts vs plan | Review scope |
| Med | Funnel drop-off | Proposal stage | -14% conversion | Review handoff |
| Low | Spend movement | Software category | +$3,240 MoM | Confirm vendor |
Audit
$500
Optional finance ops audit
Implementation
$2,500
One-time command center build
Maintenance
$299/mo
Monthly command center upkeep
The operating gap
The company is moving. The reporting layer has not caught up.
Most founders are not missing effort. They are missing one trusted operating view. Accounting, payments, CRM, spreadsheets, and project files all tell part of the story — but not the weekly truth in one place.
- Cash, AR, pipeline, margin, and expenses are available somewhere, but not together in a founder-ready view.
- Weekly reporting still depends on exports, cleanup, copy/paste, and someone remembering the context.
- Funnel conversion, sales velocity, pipeline quality, and delivery margin are hard to read together.
- Decisions slow down because the numbers need translation before they can be trusted.
- The business is too mature for manual spreadsheets, but not ready for a full finance/data team yet.
What gets built
A practical command center for the models and reports that decide the week.
Founder dashboard
Cash, revenue, AR, pipeline, margins, spend movement, conversion movement, and exceptions in one operating view designed for the weekly founder rhythm.
Source connections
Lightweight pulls from QuickBooks, Stripe, HubSpot, Sheets, Airtable, Notion, exports, or the actual stack the company already uses.
Operating models
Runway, funnel conversion, pipeline quality, revenue bridge, margin leakage, cohort, or project economics models built around the business.
Weekly founder brief
Plain-English signal: what changed, what is stuck, what looks wrong, and which decision needs attention before the next meeting.
Best-fit clients
Founder-led companies with revenue, complexity, and no full-time finance/data team yet.
This works best when the business is already moving — clients, invoices, tools, team, projects, pipeline — and the founder wants a cleaner way to steer it.
The goal is a tighter operating rhythm, not another static report.
We build around the questions that help you run the company: what cash is coming in, what is stuck, where revenue moved, which funnel step is leaking, where margins changed, and what needs attention before it becomes expensive.