Brand Identity
Your brand assets, visual identity, logos, colors, and brand guidelines all in one place. Build a consistent, memorable presence across every customer touchpoint.
Logo & Visual Assets
Primary logo, alternate marks, favicon, icon set, and approved usage guidelines with download links.
Setup RequiredBrand Color & Typography
Official palette with HEX, RGB, and CMYK values. Font pairings, type scale, and approved Google Fonts.
Coming Phase 2Brand Guidelines
Do's and don'ts, tone of voice, elevator pitch, taglines, and messaging hierarchy for all channels.
Coming Phase 2Board & People
Org chart, team members, roles, entity ownership structure, and board members — everything that defines who runs your business and how.
Org Chart
Visual hierarchy of your business — departments, titles, reporting lines, and ownership percentages.
Setup RequiredTeam Members
Employee and contractor roster with roles, contact info, start dates, and equity assignments.
Coming Phase 2Entity Ownership
Ownership percentage breakdown across all entities, members, and holding structures.
Coming Phase 2Legal & Docs
Articles of organization, operating agreements, SOPs, business plans, and all legal documents — stored securely and accessible on demand.
Formation Documents
Articles of org, EIN confirmation letter, operating agreement, registered agent info, and state filings.
Setup RequiredSOPs & Policies
Standard operating procedures, internal policies, HR handbook, and team workflows.
Coming Phase 2Contracts & Agreements
Client contracts, vendor agreements, NDAs, and partnership MOUs with signature tracking.
Coming Phase 2Finance Hub
Profit & Loss, cash flow, banking, credit lines, property, assets, and owner compensation — a complete financial picture of your business.
P&L & Cash Flow
Monthly income statement, expense tracking, cash flow forecast, and breakeven analysis.
Setup RequiredBanking & Credit Lines
Connected bank accounts, credit line balances, utilization rates, and payment history.
Setup RequiredAssets & Compensation
Business asset register, owner draw schedule, and equity compensation tracker.
Coming Phase 2Lender Compliance
Entity filings, business location, phone & 411 listing, website & email, EIN, licenses, and NAICS — every compliance checkpoint lenders run before approving funding.
Compliance Checklist
Live status of all 12 lender compliance factors with green/yellow/red indicators and fix instructions.
Setup Required411 & Directory Listings
Verify your business phone is listed correctly with 411, YP, Yelp, and Google My Business.
Setup RequiredNAICS & License Tracker
Confirm correct NAICS code, business licenses, permits, and state-specific requirements.
Coming Phase 2Credit Builder
Business credit profile, tradeline tracker, FICO SBSS score, vendor tier strategy, and business credit card roadmap — built to maximize your borrowing power.
FICO SBSS Profile
Your current FICO SBSS score, score factors, historical trend, and what each lender requires.
Pull Score FirstTradeline Tracker
Net-30, net-60, and net-90 vendor accounts — status, credit limit, payment history, and bureau reporting.
Setup RequiredCredit Card Strategy
Tier-based card recommendations matched to your current score — from Tier 1 starter cards to premium revolving lines.
Coming Phase 2Funding Programs
T3 matching engine — eligibility scanning, personalized recommendations, and application pipeline management for grants, loans, lines of credit, and SBA programs.
T3 Match Engine
Enter your NAICS, credit score, revenue, and business age — get instant funding matches ranked by approval probability.
Setup RequiredGrant Programs
Federal, state, and private grants filtered to your industry, demographics, and business stage.
Coming Phase 2Application Tracker
Active applications with status, documents needed, deadlines, and decision timelines in one board.
Coming Phase 2CRM
Clients, leads, contacts, pipeline stages, and full communication history — your complete relationship management hub.
Contacts & Clients
Full contact records with company, phone, email, tags, notes, and relationship timeline.
Setup RequiredPipeline Board
Kanban-style deal pipeline — Lead, Qualified, Proposal, Negotiation, Closed Won / Lost.
Coming Phase 2Communication Log
Email, call, and meeting history per contact — with LP team notes and follow-up reminders.
Coming Phase 2Funding Pipeline
Applications in progress, funding history, success fee tracking, and lender relationship management — every dollar you've pursued in one view.
Active Applications
Live application board with lender name, amount requested, status, documents needed, and next steps.
Setup RequiredFunding History
All past funding events — amount received, lender, date, terms, and current payoff balance.
Coming Phase 2Success Fee Tracker
LP service fees tied to funded amounts — transparent ledger of what's owed and what's paid.
Coming Phase 2Website & Social
SEO score, NAP validation, Google Business presence, social media analytics, and marketing performance — your digital footprint in one dashboard.
Website & SEO
Domain health, page speed, SEO score, keyword rankings, and backlink profile with action items.
Setup RequiredNAP Validation
Name, Address, Phone consistency check across Google, Yelp, BBB, YP, and 40+ directories.
Setup RequiredSocial Media Analytics
Follower growth, engagement rate, reach, and top-performing posts across all connected platforms.
Coming Phase 2Business Education
Oliver's avatar coaching videos, step-by-step action checklists, and Winston AI guidance — everything you need to level up your business knowledge.
Coaching Videos
Oliver's curated video library — business credit, funding strategy, entity setup, and scaling playbooks.
Setup RequiredAction Checklists
Phase-by-phase build checklists with completion tracking — from entity formation to first funding round.
Live in HomeWinston AI Guidance
Ask Winston anything about your business build — credit, funding, compliance, or strategy.
Coming Phase 2Resource Vault
Books, PDFs, SOPs, business plans, templates, and reference materials — your complete business library, always at hand.
Business Library
Curated books and PDFs on credit, funding, entity structures, and wealth-building strategy.
Coming Phase 2Templates & SOPs
Downloadable templates — business plans, pitch decks, operating agreements, and financial models.
Setup RequiredReference Links
Curated list of vendor accounts, lender portals, government registries, and compliance resources.
Coming Phase 2Video & Recording
Recording studio management, video editing pipeline, scheduling, and publishing workflow — for clients on the LP Studio plan.
Recording Studio
Schedule studio time, manage session notes, upload raw footage, and track episode status.
Coming Phase 2Edit & Publish
Track editing progress, review cuts, approve overlays, and manage publish schedule per platform.
Coming Phase 2Channel Analytics
YouTube, Instagram, and TikTok performance — views, watch time, subs, and revenue per episode.
Coming Phase 2Scheduling
Book time with Oliver, view your LP team calendar, and manage upcoming appointments — all in one place.
Book with Oliver
Schedule a strategy call, compliance review, or funding consultation directly on Oliver's calendar.
Available NowTeam Calendar
Shared LP team calendar — upcoming calls, document deadlines, and milestone review dates.
Coming Phase 2Reminders & Alerts
Email and SMS reminders for upcoming calls, document due dates, and compliance renewal deadlines.
Coming Phase 2Settings & Account
Profile management, billing, integrations, notification preferences, and security settings for your LP dashboard account.
Profile & Business Info
Update your name, business name, EIN, contact info, and dashboard preferences.
Setup RequiredBilling & Subscription
Current plan, billing history, payment method, and upgrade options — manage your LP membership.
Coming Phase 2Integrations
Connect QuickBooks, Stripe, Plaid, Google Workspace, and other tools to your LP dashboard.
Coming Phase 2IBC Module
Infinite Banking Concept — advanced wealth strategy using whole life insurance as your own banking system. Build tax-free wealth while maintaining full control of your capital.
Policy Overview
Whole life policy details, cash value, death benefit, loan availability, and surrender value tracker.
Premium OnlyInfinite Banking Calculator
Model your IBC strategy — premium contributions, loan cycles, compounding growth, and net worth impact.
Premium OnlyWealth Compound Tracker
Track your policy's dividend performance, cash value growth, and total wealth accumulation over time.
Premium Only