A secure workspace where partners manage progress, daily notes, funding requests, documents, tasks, and important updates together.
No credit card required · Invite unlimited partners
Every partner. Every dollar.
Capture progress, meetings, expenses, and tomorrow's priorities. Filter and export by partner.
Assign work to partners with due dates, priorities, attachments, and required responses.
Submit, route, electronically sign, approve, or deny — all with a full audit trail.
Operating agreements, EIN letters, contracts, invoices, licenses — organized by category.
Securely share platform logins, recovery info, and access — role-gated and audited.
Mark each business category from Not Started to Completed. See the big picture at a glance.
Morning emails surface what needs attention. End-of-day reports keep everyone accountable.
Renewals, meetings, filings, and funding due dates in one shared calendar.
How it works
Fill in business basics — name, structure, EIN, goals — and invite your partners by email.
Submit daily notes, assign tasks, upload documents, and track progress for every category.
Any partner can request expenses. Approvers review, e-sign, and approve from email.
Daily reminders nudge tasks. End-of-day reports summarize everything for every partner.
Built for partners
Role-based access keeps sensitive items — funding, passwords, legal docs — visible only to the right people.
Creates the workspace, invites partners, approves funding, manages documents, controls settings.
Adds notes, uploads docs, submits funding, completes tasks, sees the full shared progress.
Read-only access to selected documents, notes, or reports. Cannot make changes.