What is this platform?
A real-time intelligence layer for the boardroom. It replaces static PDF board packs with live summaries, automated briefings, and predictive signals — so advisors walk in prepared, not catching up.
Moving beyond static PDFs. Empower your advisors with live data, automated summaries, and predictive signals.
Trusted by Directors
from 50+ Fortune 500 Boards
Trusted by 1,2000 Companies all over the world
Direct ledger access
Connect your financial and operational stacks directly to the interface. By bypassing manual exports, you ensure the board is looking at a live reflection of the company’s health rather than a curated version of the past.
Automated synthesis
Raw data shouldn't be the board's burden. Our system distills thousands of data points into concise, contextualized briefs that highlight performance drivers and immediate friction points.
Drill down
Every figure is clickable. One tap reveals the exact transaction, contract, or ledger entry behind a metric, effectively eliminating the phrase "I’ll get back to you on that" from your board meetings.
Permanent, verifiable record
Governance requires transparency. Every decision and data access event is timestamped and anchored to the specific view seen at that moment, creating an immutable audit trail for internal and external compliance.
CFOs & Finance Leaders
Surface predictive signals before they reach the agenda.
Board Secretaries
Automate pre-meeting packs with live data, not stale PDFs.
Non-Executive Directors
Stay ahead with real-time intelligence between board meetings.
Executive Advisors
Deliver sharper counsel backed by live market and company data.
For the ceo
Operational truth
Bridge the gap between long-term strategy and daily execution. Monitor high-level performance drivers in real-time to identify operational bottlenecks before they escalate into board-level crises.
Live strategic alignment tracking.
Real-time revenue and burn-rate telemetry.
One-click intervention on operational drift.
For the board director
Fiduciary Clarity
Eliminate the 100-page pre-meeting "data dump." Focus your attention on automated summaries that prioritize risk signals, performance outliers, and required governance actions.
Exception-based reporting for risk focus.
Automated 3-minute executive briefs.
Historical context for every strategic motion.
For the general advisor
Verifiable Governance
Maintain an absolute audit trail for every figure presented. Close the loop between raw source ledgers and boardroom summaries with immutable, traceable data lineage.
Ledger-level drill-down for every metric.
Tamper-proof logs of information access.
Direct API-linked financial modeling.
Starter
For small boards stepping into real-time intelligence.
/month
Up to 5 board members
Live data summaries
Automated meeting prep
Email support
Self-service setup
Pro
Popular
For boards that run on live data and automated briefings.
/month
Up to 20 board members
Live data summaries
Predictive signals dashboard
Automated financial briefings
Priority support
Custom data integrations
Enterprise
For boards where every decision is backed by real-time intelligence.
/month
Unlimited board members
Full real-time data integration
Automated board packages
Predictive signals & scenario models
Dedicated success manager
1h onboarding consultation
FAQ
You have questions, we have answers.
Who is it built for?
CFOs, board secretaries, executive advisors, and non-executive directors who need accurate, timely intelligence without spending days assembling it manually.
How does live data integration work?
We connect to your existing financial systems, market data feeds, and internal databases. Data refreshes automatically, so every briefing reflects the latest figures — no manual exports required.
What types of data can I connect?
Financial statements, KPIs, market benchmarks, operational metrics, and custom data sources. If it can be queried, it can appear in your board briefing.
What are predictive signals?
Predictive signals surface early indicators of risk or opportunity based on your historical data and market trends — giving directors a forward-looking view, not just a review of the past.
How are board packages generated?
Once your data sources are connected, the platform automatically compiles summaries, charts, and commentary into a structured brief. You review and publish in minutes, not days.
Is our data secure?
Yes. All data is encrypted in transit and at rest. We are SOC 2 compliant and offer custom data residency options for enterprise clients.
How long does onboarding take?
Most teams are live within a day. Enterprise plans include a dedicated 1-hour onboarding session to connect your data sources and customise the layout for your board.
Can I try it before committing?
Yes. Our Starter plan gives you full platform access at a low entry price. Enterprise teams can request a guided demo to see a live integration before signing up.
