Feature catalog · open to browse

Everything inside BlackKey.

Every tool, what it does and a sample walkthrough. Look around as much as you like — sign in or start a trial when you want to run them on your own business.

Getting Started

Small Business Owner

Pre-launch founders, solo owners and teams of two to nine

Audience-labelled learn-then-use guides for money, customers, delegation, protection and founder stages, linking existing Academy, gated Vault and Journal resources. Dated official obligation checklists cover federal, Illinois, Texas and California starting points, not legal or tax advice.

Job Roles & SOP Library

Founders and small-business owners defining roles and documenting how work is done

Free public library of cross-industry and industry-specific role definitions (responsibilities, example expectations, required vs preferred capabilities, tools, reporting line, occupational references) plus ready-made best-practice SOP templates that prefill the SOP Builder. Roles are functions that can be combined or outsourced, not hiring checklists; SOP templates must be adapted to local workflow and law.

BlackKey Academy

Anyone — kids, teens, young adults, owners and executives

A gamified course in financial literacy, entrepreneurship, business ethics, statistics, negotiation and success habits — five tracks from age 5 to MBA level, with XP, streaks, badges, a leaderboard, simulations and certificates. Free levels are open to all; each track's Mastery level is a one-time paid unlock with worked examples, visual concept maps and applied practice labs. A separate Kids Academy (ages 4–10) offers simple lessons with a parent dashboard for profiles, progress and badges. Every lesson includes a case study, a personal example using your name, at least five quiz questions that are all taught in the lesson, outside resources, and one step toward your own Venture Blueprint.

Kids Academy

Children ages 4–10 and their parents

A child-friendly version of the Academy with simple language, big visuals and short quizzes for ages 4–10. Parents can see how it works and read a free lesson together before signing in, creating child profiles, and following XP, streaks and badges on the parent dashboard.

Kids Learning Coach

Young learners and their parents

Male and female illustrated coaches narrate Kids Academy lessons, pause for practice, read quiz questions and transcribe spoken answers. Learners review and confirm the transcript and selected option before it joins the quiz; grading remains the existing end-of-quiz check. A signed-in parent and explicit recording consent are required for audio.

Lemonade Stand

Young learners, families and new entrepreneurs

A story-driven seven-day business season by age level (lemonade, cookies, smoothies, coffee): read daily weather and competitor-price clues, learn from yesterday's results, set a goal, solve word problems and read customer feedback. Stage 2 adds an upgrade shop, a third location per business, surprise events, an animated scene and a 14-day advanced season for Academy members.

Academy Lesson Labs

Academy learners across all five tracks

Age-appropriate lessons with concept diagrams, deeper explanations, worked examples and self-check practice. Floating male/female coaches narrate every track, explicitly pause for activities and support reviewed spoken quiz answers. Mastery teaching and narration remain available only after an unlock.

Academy Parent Dashboard

Parents and guardians

Create child profiles and follow completed lessons, XP, streaks and badges.

Live Showcase

Prospects evaluating BK-OS, and new users learning what each module produces

Ten read-only demonstration companies across nine industries, each run through BK-OS end to end. Public, ungated, and impossible to edit — built to show a prospect (or a new user) exactly what a finished BK-OS file looks like before they type a single number of their own.

Portal Dashboard

All users

Your daily starting point — engagements, deliverables, and quick actions in one view.

Voice Capture

All users (persistent floating button)

One-tap voice capture — describe a deal, note, task, or diligence request; AI routes it to the right place.

Send Feedback

All signed-in users

Report a bug or request a feature from any page. Admins triage and resolve submissions internally.

Pricing & Self-Serve Checkout

Prospects and existing members

Unified pricing for Vault, Concierge, and Agency with monthly/annual toggle. Self-serve Stripe checkout — no scheduling required.

Founding Member Offer

Prospects choosing a first plan

Public page for the founding-member offer: 35% off any BK Vault plan for as long as the subscription stays active, limited to the first 50 members.

Your ROI Ledger

All users

Track hours saved and dollar value generated by BlackKey across every module — rolling 30-day plus all-time. Every entry drills into the source that produced it.

The BK-OS Journal

Prospects, owner-operators, and existing clients who want the weekly read

A public, ungated publication carrying BK-OS thinking into the open: strategic insight, market intelligence, industry risk radar, opportunity maps, regulatory changes, C-suite briefs, and cash flow strategy. Monday/Wednesday analytical editions, Tuesday/Thursday Founder's Editions, Friday Investor's Desk, Saturday Humanity and Sunday Future Vision. Each article ends with a topic-related next step and related reading when available.

The Evening Brief

Business-curious owners, operators and investors

Source-backed evening news and deeper analysis of AI, robotics, autonomous systems and economic shifts, connecting global developments with US and local business implications. Reported facts, analysis, illustrative examples and possible futures remain distinct.

Operations

Weekly Owner Review

Solo owners and teams of two to nine

Private weekly snapshots of cash, likely collections, overdue invoices, sales follow-ups, unfinished jobs and owner bottlenecks, with assigned actions and one priority. Sales and overdue balances are not counted as cash.

Owner Pay & Cash Safety

Solo owners and teams with fewer than ten employees

Model withdrawal headroom after bills, debt, tax reserve, operating buffer and seasonal reserve. Compare receipt-dependent headroom with cash on hand; estimates are not guaranteed safe payments or tax advice.

Quote & Job Profitability

Small service, trade and project-based businesses

Price full job costs including owner labor, materials, travel, overhead and other costs using target margin, not markup. Calculate deposits and compare complete actual costs and revenue with the estimate.

Hook Lab

Anyone creating TikTok, YouTube, or LinkedIn content to market the business

Generate scroll-stopping hooks and full short-form scripts using a proven 3-step hook formula (Context Lean → Scroll Stop Interjection → Contrarian Snapback) and seven hook archetypes, with a retention audit on every script.

VIP Roster

Owners, advisors, and operators whose revenue is relationship-led

A deliberately capped roster (25 sweet spot, 50 hard cap) of the relationships that drive revenue, with neglect alerts, revenue concentration risk, referral tracking, and AI-drafted next touches.

Activity log

Principals, admins, and compliance-minded operators

A single audit trail of every collaborative change — notes, reminders, versions, role changes, share links — across Family Transitions, Succession, Deal War Rooms, and Engagements.

Chief of Staff

Principals and their teams

AI-assisted card-based workflow for capturing, prioritizing, and executing on tasks.

Meeting Mode

Principals and their teams

Paste any meeting transcript and get a structured brief — summary, key points, commitments, decisions, risks — with one-click follow-up cards.

Compliance & Risk Assistant

Pro tier and above

AI-drafted policies, a live risk register, framework checklists (SOC 2-lite, HIPAA-lite, GDPR, PCI SAQ-A, CCPA), and an incident + attestation log — all in one workspace.

Successor & Key-Person Risk Simulator

Founders, family offices, and operators who need to de-risk single points of failure.

Map who does what, model who vanishing tomorrow would hurt the most, and turn the gaps into SOPs, cross-training, and key-person insurance. Signature+ tier.

Document Intelligence

Pro tier and above

Paste or upload a CIM, LOI, financial packet, or NDA and get a structured summary, key terms, and red flags in seconds.

Buyer-Readiness Score

Owners planning an exit, raise, or succession; advisors preparing a client

A 0-100 sellability score across the six pillars a buyer, lender, or board actually diligences — financial hygiene, customer concentration, owner dependence, documentation, growth durability, and legal risk — with a ranked list of the gaps that cost you money at the table.

Sample walkthroughSee how it works

Operator Scorecard

Consultants proving value to clients; owners proving traction to a bank, board, or buyer

Turn the work already logged in BlackKey into a signed, shareable proof-of-work artifact — decisions recorded, actions closed, deliverables shipped, hours saved, and dollars captured, each line backed by a dated record.

Business & Financial Analysis

Owners, operators, consultants

Two comprehensive analysis modes inside any engagement — an operator-grade Business Analysis and a CFO-grade Financial Analysis, each available as a mini one-pager or a full deep dive.

Cash Flow Command

Owners, operators, CFOs

The 13-week rolling cash forecast enterprise CFOs run weekly — runway countdown, what-if scenario sliders, and a collections queue that chases overdue invoices.

Sample walkthroughSee how it works

Revenue Operating System

Owners, sellers, consultants

An AI agent layer over your VIP roster: a ranked who-to-call-today list, drafted follow-ups, one-click proposals, and expansion triggers — lead-to-cash without CRM busywork.

Partner Program

Members, advisors, newsletter operators

Your referral dashboard: a personal link, click and conversion counts, and commission earned on every subscription you send our way.

Reply Coach

Founders and thought leaders handling comments, pushback and questions on their posts

Paste a post and a commenter's reply, add your interpretation of meaning, nuance, structure and tone, and get three distinct ready-to-post answers. Coaching and blending consider your perspective without assuming it proves intent, and learn privately from your copied replies as style examples.

Outreach Generator

Founders, operators and advisors doing their own outbound

A fill-in-the-blank pitch builder. Enter your product name, what it does, the pain your buyer already feels, your proof and your ask — and eight proven outreach formats rewrite themselves live: cold email, LinkedIn DM, buyer and seller angles, advisor leverage pitch, warm personal note, founder-access follow-up and a set of one-liners.

Intelligence

Investor Portal

Investors researching assets, sectors and deal risks

Investor-only BK-OS evidence research, thesis testing and conditional risk scenarios. One free completed analysis per browser, then verified sign-in. Evidence reviewed, educational, never trade advice.

The Investor's Desk

Everyday investors, founders evaluating deals, and families planning retirement and legacy

Free public investor education library: plain-English explainers, decision-grade research briefs, and study breakdowns of how trusted financial institutions earn trust (patterns only, never names). Tied to the Journal's Friday Investor's Desk edition and the Friday-noon LinkedIn rotation. Education only — never investment advice, recommendations, or performance promises.

Intelligence Briefs

Principals doing diligence or market monitoring

AI-generated briefs on companies, sectors, and watchlist signals.

Ask Jeremy

All users

Chat with an AI that knows your engagements, deals, and playbooks.

Overnight Analyst

All users with active pipeline

Nightly agent that reviews everything that changed — deals, radar, sourcing replies, intel — and lands a single brief for tomorrow morning.

Regulatory Change Radar

Founders, compliance leads, and operators who need to know when the rules change before it costs them.

Nightly scan of SEC, FTC, DOL, CFPB, HIPAA, EU, and state AG sources — scored per-entity for real impact and paired with concrete actions.

Daily Brief

Pro tier and above

One morning brief that correlates Deal Radar, Regulatory Radar, Overnight Analyst, Market Pulse, and War Room activity into what actually changed for you.

Competitive Position Radar

Owners, marketers, consultants

Always-on competitor analysis: name 3–10 rivals and get automated monitoring of pricing, hiring, locations, reviews, ads and SEO, rolled into a weekly brief and a positioning gap map.

Sample walkthroughSee how it works

Evening Journal Desk

Administrators only

Admin-only source review, sample publication without LinkedIn and live activation of the 7pm Chicago edition. Rejected evidence is withheld; ambiguous social sends require review.

The Edge

Owners, investors and operators making calls under uncertainty

Ask about any decision, deal, market, game or wager and get honest odds: the chance it happens, best, expected and worst cases, how much to commit, and alerts for the patterns tilting the result. It also runs as the sixth layer in Run all layers, putting odds on every move the other layers recommend. Every forecast is tracked and scored, so the engine gets sharper over time.

Deal Flow

Deals Pipeline

Principals, operators, and their teams

Track every opportunity from first look to close with structured stages.

Deal War Room

Buyers post-LOI, deal quarterbacks, and advisors managing multi-workstream diligence

Post-LOI operating room to run the 30-90 day path from signed LOI to close: workstreams, requests, chase drafts, and an AI Deal PM that scores health and slippage.

Exchange

Anonymous Deal Exchange

Approved exchange members only

Vetted members list and browse off-market opportunities anonymously.

Post to the Exchange

Approved exchange members

Create an anonymous listing without exposing your identity.

Deal Pulse

Approved exchange members

Anonymized weekly telemetry from the private Exchange — what's listing, where interest concentrates, which sectors are hot.

Family Office

Family Office / Entities

Family offices and multi-entity principals

Manage trusts, LLCs, and principals with consolidated cross-entity reporting.

Family Transition Mode

Signature+ family offices, principals planning succession

Model a generational handoff for the selected entity across three integrated layers — tax, governance, and family psychology — with an AI-generated plan, timeline, risks, and a shareable read-only snapshot.

Concierge

Concierge Services

Principals who want done-for-you support

White-glove sourcing, diligence, integration, and advisor booking.

Sourcing Reply Queue

Sourcing users

Inbound sourcing replies are auto-classified and drafted for you. Only escalates when human judgment is needed.

Concierge & Research Requests

Signature and Elite members

Send concierge or custom research requests included with your plan and follow their status and replies in one place.