Help hub

Get the most out of BlackKey Intelligence

A living guide to every tool in the app. Tours re-run themselves when we ship something new, and the AI Coach can answer anything about how it works.

Getting Started

Live Showcase

/showcase
Open

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.

Who: Prospects evaluating BK-OS, and new users learning what each module produces
What you can do
  • Open the flagship showcase to see every module populated on one company
  • Compare nine focused showcases across manufacturing, home services, commercial real estate, rentals and flips, SaaS, restaurants, accounting, dental, e-commerce, and construction
  • Read the 'why this matters for your company' note attached to every panel
  • Jump from any showcase panel straight into the real tool that produces it
  • Share a showcase link with a partner, banker, or client as a proof of concept

Portal Dashboard

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Open

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

Who: All users
What you can do
  • Open an active engagement
  • Review recent deliverables
  • Jump to any core tool from the top nav

Voice Capture

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

Who: All users (persistent floating button)
What you can do
  • Tap and speak
  • Review the transcript + AI classification
  • Confirm routing

Send Feedback

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

Who: All signed-in users
What you can do
  • Open the account menu and choose 'Send feedback'
  • Pick bug / feature / other and describe the issue
  • Attach the current page URL automatically

Pricing & Self-Serve Checkout

/pricing
Open

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

Who: Prospects and existing members
What you can do
  • Toggle monthly vs annual (save ~20%)
  • Subscribe to any Vault tier
  • Purchase a Concierge sprint one-time
  • Book Agency white-label plans

Your ROI Ledger

/roi
Open

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.

Who: All users
What you can do
  • See rolling 30-day and all-time totals
  • Break down value by category
  • Click any recent event to trace its source brief, parse, or deliverable

The BK-OS Journal

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Open

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. New editions publish Monday, Wednesday, and Friday, with a longer Special Sunday Edition that synthesizes the week.

Who: Prospects, owner-operators, and existing clients who want the weekly read
What you can do
  • Read the latest edition — no account required
  • Browse past editions by category
  • Share any edition to LinkedIn, X, Facebook, email, or SMS
  • Jump from an edition into the tool that produces the same analysis on your numbers

Deal Flow

Deals Pipeline

/deals
Open

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

Who: Principals, operators, and their teams
What you can do
  • Add a new deal
  • Filter by entity to see only one trust or LLC's pipeline
  • Open a deal to see notes, docs, diligence, and integration plans

Deal War Room

/deals/$dealId/war-room
Open

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.

Who: Buyers post-LOI, deal quarterbacks, and advisors managing multi-workstream diligence
What you can do
  • Track workstreams (financial, legal, ops, insurance, financing, people) with status
  • Log diligence requests with owner, due date, and status; overdue auto-flagged
  • Run AI Deal PM for health score, slippage, chase-email drafts, and red flags
  • Copy generated chase emails and send from your own inbox
  • Review activity log and prior AI runs with 'Why this' factors

Intelligence

Intelligence Briefs

/intelligence
Open

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

Who: Principals doing diligence or market monitoring
What you can do
  • Request a new brief
  • Manage watchlists
  • Review signals

Ask Jeremy

/ask-jeremy
Open

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

Who: All users
What you can do
  • Ask any question
  • Get grounded answers with citations to your data

Overnight Analyst

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

Who: All users with active pipeline
What you can do
  • Read this morning's brief
  • Trigger a fresh brief on demand
  • Review recent briefs

Regulatory Change Radar

/intelligence/regulatory
Open

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

Who: Founders, compliance leads, and operators who need to know when the rules change before it costs them.
What you can do
  • Set an entity watch profile (industries, jurisdictions, employee band, data types)
  • Add custom RSS sources on top of 30 seeded global feeds
  • Run on-demand scans; nightly cron scans in the background
  • Review AI-scored impact with plain-English 'why it matters' and suggested actions
  • Mark items reviewed, actioned, or dismissed

Daily Brief

/daily-brief
Open

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

Who: Pro tier and above
What you can do
  • Read today's brief with headline, summary, and highlights
  • Play the 3/6/10-minute spoken audio brief with chapter jumps and transcript
  • Regenerate on demand
  • Choose which signal categories appear and when the email sends
  • Review the last 14 days of briefs

Competitive Position Radar

/competitors
Open

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.

Who: Owners, marketers, consultants
What you can do
  • Add up to 10 competitors with location and website
  • Run a scan to detect what changed
  • Generate the weekly what-changed-and-what-to-do brief
  • Read the gap map for where you credibly win

The Edge

/edge
Open

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.

Who: Owners, investors and operators making calls under uncertainty
What you can do
  • Get a precise chance of success with a range and how often similar things work out
  • See best, expected and worst cases and the average outcome
  • Get a commit, small test or pass verdict with how much to put in
  • Read pattern alerts for streaks, cycles, tipping points and hidden risks
  • Mark forecasts as happened or not and watch the accuracy scorecard improve

Concierge

Concierge Services

/concierge
Open

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

Who: Principals who want done-for-you support
What you can do
  • Request sourcing targets
  • Open a diligence request
  • Book an advisor call

Sourcing Reply Queue

/concierge/replies
Open

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

Who: Sourcing users
What you can do
  • Paste an inbound reply to classify it
  • Approve or edit the draft follow-up
  • Mark handled once sent

Family Office

Family Office / Entities

/entities
Open

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

Who: Family offices and multi-entity principals
What you can do
  • Create a new entity (trust, LLC, principal group)
  • Invite members with roles
  • See consolidated pipeline across all entities

Family Transition Mode

/family-transition
Open

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.

Who: Signature+ family offices, principals planning succession
What you can do
  • Add named heirs with role targets, strengths, gaps, and prep status
  • Invite outside advisors (CPA, estate attorney, wealth manager, therapist) as scoped collaborators
  • Generate the AI transition plan and readiness score
  • Enable a read-only share link to send to heirs or advisors without an account

Exchange

Anonymous Deal Exchange

/exchange
Open

Vetted members list and browse off-market opportunities anonymously.

Who: Approved exchange members only
What you can do
  • Browse anonymous listings
  • Post an anonymous listing
  • Express interest — identity is only revealed on mutual agreement

Post to the Exchange

/exchange/new
Open

Create an anonymous listing without exposing your identity.

Who: Approved exchange members
What you can do
  • Draft an anonymous listing
  • Set your reveal preferences

Deal Pulse

/exchange/pulse
Open

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

Who: Approved exchange members
What you can do
  • Read the weekly narrative
  • Scan sector and band distributions

Operations

VIP Roster

/vip
Open

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.

Who: Owners, advisors, and operators whose revenue is relationship-led
What you can do
  • Add a VIP with tier, annual value, and touch cadence
  • See who is overdue for contact on the neglect radar
  • Read top-1 and top-3 revenue concentration risk
  • Log a touch by call, email, meeting, event, or message
  • Sync read-only Gmail and Calendar to keep last touch current automatically
  • Track renewal dates, term length, expansion value, and account status
  • See realized revenue attributed to each relationship from the ROI ledger
  • Generate an AI-drafted next outreach using workspace context
  • Track who referred whom and how much that referral chain is worth
  • Archive someone to free a seat when the roster is full

Activity log

/activity
Open

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

Who: Principals, admins, and compliance-minded operators
What you can do
  • Filter by subject type or search actor/summary
  • Review who changed a plan, note, or share link and when
  • Confirm that reminder emails actually went out

Chief of Staff

/chief-of-staff
Open

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

Who: Principals and their teams
What you can do
  • Create cards
  • Add notes
  • Get proactive nudges

Meeting Mode

/meetings
Open

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

Who: Principals and their teams
What you can do
  • Paste a transcript or dictated notes
  • Review structured summary + commitments
  • Convert commitments to COS cards

Compliance & Risk Assistant

/compliance
Open

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.

Who: Pro tier and above
What you can do
  • Generate a starter policy from a business profile
  • Add and score risks with mitigation and residual scores
  • Log incidents with severity and corrective action
  • Track framework controls with evidence notes
  • Capture yearly staff attestations against a policy

Successor & Key-Person Risk Simulator

/succession
Open

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.

Who: Founders, family offices, and operators who need to de-risk single points of failure.
What you can do
  • Log roles with revenue influence, SOP coverage, decision authority, and replaceability
  • Run a guided key-person questionnaire that captures risks + dependencies in one flow
  • See per-role and org-wide bus-factor risk scores
  • Run AI scenarios ('CFO + top salesperson exit in the same quarter')
  • Get ranked continuity gaps and prescribed actions
  • Promote actions into draft SOPs

Document Intelligence

/doc-intelligence
Open

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

Who: Pro tier and above
What you can do
  • Pick a template — CIM, LOI, Financials, or NDA
  • Load a built-in sample to see the format
  • Get structured extraction + red flags
  • Review past parses

Buyer-Readiness Score

/readiness
Open

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.

Who: Owners planning an exit, raise, or succession; advisors preparing a client
What you can do
  • Score the business against records already in BlackKey
  • Read the ranked gap list and what each one is worth in points
  • Save snapshots and watch the score move as gaps close
  • Generate a plain-English advisor read of the result

Operator Scorecard

/scorecard
Open

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.

Who: Consultants proving value to clients; owners proving traction to a bank, board, or buyer
What you can do
  • Pick a period and optional engagement scope, then preview the evidence
  • Publish a frozen snapshot with a public share link
  • Export the scorecard as a PDF
  • Revoke or reissue a share link at any time

Business & Financial Analysis

/engagements
Open

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.

Who: Owners, operators, consultants
What you can do
  • Open an engagement and pick the Business Analysis or Financial Analysis tab
  • Choose mini for a fast one-pager or full for a comprehensive deep dive
  • Add a focus prompt to steer the analysis at a specific question
  • Export any analysis as Markdown or PDF

Cash Flow Command

/cash-flow
Open

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

Who: Owners, operators, CFOs
What you can do
  • Set your current cash balance
  • Add recurring money in and out (payroll, rent, retainers, loans)
  • Log invoices and work the aging buckets
  • Pull the scenario sliders: lose a top client, 60-day AR delay, two new hires
  • Draft an AI collections email for any overdue invoice
  • Get a fractional-CFO read on the current forecast

Revenue Operating System

/revenue
Open

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.

Who: Owners, sellers, consultants
What you can do
  • Add opportunities and link them to VIP contacts
  • Build today's ranked action list from value × probability × decay
  • Draft the follow-up email, text or call script
  • Generate a one-page proposal from any deal
  • Track proposal status through to accepted

Partner Program

/affiliate
Open

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

Who: Members, advisors, newsletter operators
What you can do
  • Apply to the partner program
  • Copy your referral link
  • Track clicks, conversions and commission

Outreach Generator

/outreach
Open

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.

Who: Founders, operators and advisors doing their own outbound
What you can do
  • Generate a three-touch LinkedIn sequence (connection note, first message, follow-up) from your name, audience and value proposition
  • Fill in eight fields once and see every template update as you type
  • Load the sample fill to see a finished pack before entering anything real
  • Copy a single pitch with its subject line, or the whole pack at once
  • Ask the assistant to make any pitch sharper, shorter or warmer without changing your ask
  • Download the entire pack as a Markdown file to reuse or share

Admin

Promotions & Discount Codes

/admin/promotions
Open

Create and govern discount codes — percent or fixed amount, scoped to Vault, Concierge or Agency, with expiry dates and redemption caps. Codes are created in Stripe on first use.

Who: Admins
What you can do
  • Create a percent or fixed-amount code
  • Scope a code to specific product families
  • Set expiry dates and redemption limits
  • Pause or delete a live code
  • Track redemptions per campaign

Journal Image SEO Audit

/admin/blog-seo
Open

Audits every published Journal post's imagery for search and accessibility: cover presence, alt text quality, visible captions, keyword-bearing file names, and the image list published in Article structured data. Flags what is missing or weak and regenerates a post's art in place.

Who: Admins
What you can do
  • Score every published post's image SEO
  • See per-image alt, caption and file-name findings
  • Check the structured-data image list
  • Filter to posts with findings only
  • Regenerate cover and in-article art for one post

Affiliate Program (Admin)

/admin/affiliates
Open

Approve partners, set commission rates, and settle payouts. Every conversion is attributed automatically from the referral link and shown with commission owed.

Who: Admins
What you can do
  • Approve, pause or reject partner applications
  • Set per-partner commission percentage
  • Add a partner manually with a custom code
  • Move referrals through pending → approved → paid
  • See commission owed and paid to date