Portal Dashboard
/dashboard
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
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
Open
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
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
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
Deal Flow
Deals Pipeline
/deals
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
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
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
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
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
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
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
- Regenerate on demand
- Choose which signal categories appear and when the email sends
- Review the last 14 days of briefs
Concierge
Concierge Services
/concierge
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
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
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
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
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
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
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
Activity log
/activity
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
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
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
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
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
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