Expert AI Advisors for Every Team

Legal analysis, sales strategy, revenue operations, FP&A, and HR — expert-grade guidance from Claude, ChatGPT, Copilot, Cursor, or Windsurf. No consultants. No retainers. Just ask.

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Server Online
MCP
Open Protocol
5+1
Advisor Domains
0
Data Stored
Advisor Domains

Five live advisors, one on the way — one platform

⚖️
Live

Legal Advisor

Contract review, NDA triage, DPA management, risk assessment, due diligence, IP audit, corporate governance, employment review, legal research memos, and meeting preparation.

📈
Live

Sales Advisor

Prospect research, outreach composition, discovery prep, call analysis, objection handling, proposal building, deal strategy, competitive intel, pipeline coaching, and account management.

⚙️
Live

RevOps Advisor

Revenue operations diagnosis, ICP definition, sales process design, team mapping, lead management, pipeline hygiene, forecasting, metrics, tech stack audit, data foundations, and full playbook synthesis with 90-day implementation plans.

💰
Coming Soon

VC Advisor

Fundraising strategy, due diligence preparation, investor relations, cap table analysis, term sheet review, and venture capital best practices.

🤝
Live

HR Advisor

Policy building, onboarding design, performance frameworks, PIPs, offboarding, employment compliance, benefits analysis, org design, employee relations, recruiting ops, culture operationalization, and HR metrics — calibrated to your size, stage, and jurisdiction.

💵
Live

Finance Advisor

Monthly close analysis, budget building, forecasting, scenario planning, board reporting, unit economics, cash flow management, headcount planning, vendor spend optimization, compensation modeling, financial metrics, and fundraise preparation.

Expert-grade capabilities, not generic chat

⚖️ Legal Advisor

  • Review commercial contracts from buyer or seller perspective with risk flags and redline suggestions
  • Screen NDAs against a 10-point checklist — Green / Yellow / Red classification in seconds
  • Full DPA lifecycle: review, redline, questionnaires, subprocessor management, deletion requests
  • Risk assessments with severity, likelihood, impact, and mitigation strategies
  • Due diligence analysis for M&A: deal room review, gap identification, risk flagging
  • IP chain-of-title audit and open source license compliance scanning

📈 Sales Advisor

  • Deep prospect research with web intelligence — quick, standard, or deep-dive modes
  • Multi-channel outreach: cold email, LinkedIn, follow-ups, referral asks, and event invites
  • Discovery call prep with industry-specific questions and demo talking points
  • Call transcript analysis: summaries, objection extraction, and stakeholder mapping
  • Deal strategy with MEDDPICC/BANT frameworks, close plans, and negotiation playbooks
  • Pipeline coaching: win/loss analysis, QBR preparation, and performance reviews

⚙️ RevOps Advisor

  • RevOps maturity diagnosis — name what’s broken, prioritize what to fix first, with actions for this week
  • ICP definition with qualification frameworks (MEDDPICC/BANT/SPICED) applied to your specific business
  • Sales process design: buyer-state stages, verifiable exit criteria, SDR→AE→CS handoffs
  • Pipeline hygiene, deal inspection frameworks, forecast methodology calibrated to your data maturity
  • Revenue metrics stack with precise definitions, audience-routed dashboards (rep / manager / exec / board)
  • Full RevOps Playbook synthesis and sequenced 90-day implementation plan

💵 Finance Advisor

  • Month-end close analysis with variance identification, root cause diagnosis, and executive commentary
  • Budget building — annual operating budgets, quarterly re-forecasts, and departmental models
  • Revenue and expense forecasting calibrated to your data maturity and pipeline reality
  • Scenario planning: base/upside/downside cases for hiring, pricing, expansion, and cost decisions
  • Unit economics deep dive — CAC, LTV, payback, cohort retention, and Rule of 40 benchmarks
  • Board-ready financial narratives, cash flow management, headcount planning, and fundraise preparation

🤝 HR Advisor

  • Policy builder — PTO, remote work, anti-harassment, leave, accommodation, calibrated to jurisdiction and company size
  • Onboarding design: 30-60-90 day plans, role-specific programs, manager onboarding, full program architecture
  • Performance frameworks: review cycles, leveling, promotion criteria, goal-setting, and calibration processes
  • PIP management — legally defensible, measurable improvement plans with manager coaching scripts
  • Employee relations: investigations, conflicts, accommodations, harassment complaints, with legal risk assessment
  • Recruiting ops, org design, benefits analysis, culture operationalization, compliance guidance, and HR metrics

Built for teams that move fast

⚖️

Legal Teams

“Review this NDA” — instant triage with risk flags, issue classification, and redline suggestions. No more waiting for outside counsel on routine agreements.

💼

Sales Teams

“Prep me for the Acme call” — prospect research, talk tracks, objection handling, and competitive intel delivered before your next meeting.

⚙️

RevOps & Ops Leaders

“Our pipeline is a mess” — maturity diagnosis, sales process design, forecast methodology, metrics stack, and a sequenced 90-day plan. Like hiring a $300/hr RevOps consultant.

💵

Finance & FP&A

“Close the books for January” — variance analysis, budget models, rolling forecasts, scenario planning, and board-ready narratives. Like having a senior FP&A analyst on call.

🤝

HR & People Ops

“We need a PTO policy for California” — jurisdiction-aware policies, onboarding programs, performance frameworks, compliance guidance, and employee relations navigation. Like having a senior Head of People on call.

💰

Founders & VCs

“Prep for our Series A” — fundraising strategy, due diligence prep, investor materials, cap table analysis, and term sheet review. Coming soon.

Integrations

Works with any MCP-compatible AI client

Claude.ai
ChatGPT
GitHub Copilot
Cursor
Windsurf
+ Any MCP Client
Setup

Up and running in minutes — no code required

1

Connect

Add the MCP connector URL to your AI assistant of choice — Claude, ChatGPT, Copilot, Cursor, or Windsurf.

2

Authenticate

Sign in securely via OAuth. We never see or store your password. Your data stays yours.

3

Get Expert Guidance

“Review this contract.” “Prep for the Acme call.” “What’s the risk in this clause?” — just ask.

Enterprise Ready

Built for trust, security, and scale

👤

Per-User OAuth

Each user authenticates individually. No shared credentials, no admin tokens.

💥

No Data Stored

Documents transit through, never persist. Your contracts and data are never stored on our servers.

👥

Multi-Tenant

One server, many organizations. Each user sees only their own tools and data, fully isolated.

Rate Limiting

Intelligent per-user throttling prevents abuse and ensures fair usage across all tenants.

📋

Audit Logging

Every request logged with user, org, and tool info. Full visibility for compliance and monitoring.

🚫

PII Filtering

SSNs, credit cards, and sensitive data are automatically detected and redacted from all outputs.

🛠

Per-Tool Access Control

Admins control exactly which tools and namespaces each user can access. Granular permissions at every level.

🔒

Namespace Isolation

Legal, sales, RevOps, finance, HR — each namespace is independently deployable with its own access policies and guardrails.