Run the firm on one set of numbers.
You are accountable for margin, risk exposure and the next funding conversation. The platform gives you those figures continuously, from the same ledger your team operates on — not a deck assembled the week before the board meets.
You're deciding on lagging information.
Margin discovered late
A mispriced program burns a quarter before monthly reporting reveals it, by which time the cohort is funded.
Unquantified exposure
You know roughly what you'd owe if every funded account hit target this month. Roughly is not a number you can plan treasury against.
Key-person dependency
One person understands the risk configuration, and the firm's continuity quietly depends on them staying.
Decisions on evidence, not instinct.
Live P&L
Fee revenue against payouts, refunds and processing cost, continuously — not at month end.
What's included
Standard on every firm running on the platform. No add-on tier, no per-seat unlock.
- 01Live firm P&L and payout exposure
- 02Cohort economics per program
- 03Risk posture at a glance
- 04Board-ready reporting pack
- 05SOC 2 and ISO evidence on demand
- 06Multi-entity consolidation in one view
Questions operators ask
See the executive view on your numbers.
Bring a month of data and we'll return the P&L, cohort and exposure views you'd run in production.