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.
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.
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.