Pipeline Operator
The AI receptionist installed on your existing FSM that catches the inbound calls you are currently missing. Inbound only. Recovery math sourced from primary data, not vendor marketing.
Best for: 5+ truck trades operations with a Field Service Management system in place. Solar, HVAC, plumbing, roofing.
Learn more →Board Operator
Counsel reviewBoard memos that read like you wrote them. Commitments tracked across cycles. Briefings ready before the meeting. Post-meeting decision documentation captured in the moment.
Best for: Operator-CEOs with private-company boards or advisory boards on a monthly cadence. Most relevant to companies in the $5M to $25M range.
Learn more →Capital Partner Operator
Counsel reviewLP-facing communications that protect the relationship. Non-securities scope only. Counsel review for forward-looking statements. Performance figures verified against your accounting system, never invented.
Best for: Operator-CEOs raising or operating with outside capital outside the registered-investment-advisor regime: real estate LPs, private credit, family offices, mission-aligned capital.
Learn more →Regulatory Operator
Counsel reviewFiling assistance for the frameworks you live in. Counsel review mandatory on every filing. Incident reports under Title 17, Cal/OSHA, HIPAA, and analogous frameworks draft cleanly with the regulatory format intact.
Best for: Operator-CEOs in regulated industries: DFPI, HUD, DDS (Title 17, Lanterman, WIC §4500), DOL, Cal/OSHA, FINRA, and analogous frameworks.
Learn more →Expense Operator
For CEOs who own their own books. Receipts in. Categories out. P&L commentary on demand. The end-of-month receipt scramble becomes a continuous categorization workflow.
Best for: Owner-operators without a controller. Founders running lean with a CPA at quarter-end and a bookkeeping system already in place.
Learn more →Vendor Operator
Contract repository management. Renewal tracking. RFP responses that do not take a week. Vendor performance summaries draft on demand for the partner conversation or the board memo.
Best for: Operator-CEOs with material vendor exposure. 20+ active vendor relationships. Contract repositories in SharePoint, Google Drive, or analogous.
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