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Active Deals
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Total Pipeline Value
$0
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Active Deals
Exit Readiness
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Exit Readiness
Financial Readiness
Personal Readiness
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Financials
SDE & Valuation
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Cash & Risk
Deal Modeling
Auto-calculated from your financial data — no manual input needed
Revenue Builder
Expense Modeling
SDE Projections
Valuation Trajectory
Revenue Builder
Revenue Summary
Expense Modeling
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Expense Summary
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Scenario Analysis
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Advisory Team
Documents
| Name | Type | Status | Owner | Date | Actions |
|---|
Milestones
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SWOT Analysis
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Days Until Exit
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Readiness Progress
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Value Created
$0
Engagement Phases (click a phase to set current)
Value Creation Correlation
Reports
Report Sections — Toggle On/Off
Business Insights Report
Comprehensive flagship report with gap analysis, four capitals, valuation, and full financial review
Directional Valuation Report
Standalone valuation report with financial analysis, SDE calculation, and directional value range
ADVISOR GUIDE
Calculations Reference Guide
Every formula explained -- SDE, valuations, scorecards, waterfall, breakeven, credit risk, and more
Goals Command Center
Client Portfolio
Engagement Matrix
Advisor Scorecards
Service Menu
Operating Rhythm
Settings
Advisor Profile
Default Valuation Assumptions
Deal Management
Proposal Generator
Engagement Timeline Calculator
Enter the signed proposal date and the system automatically maps every stage, milestone, and owner with real dates.