<p>AI-powered deliverable workspace where an advisory firm's sales motion lives. It turns a firm's process, voice, and client meetings into branded documents and slide decks that close — built in minutes from notes and files the firm already has, reusable as templates, and shared through secure, revocable links. Log a meeting and my platform writes a Meeting Report scored against the firm's own sales process and a Client Profile ready for the next one, on every plan, for no credits. Plans run $189–$399 per month for RIA firms and independent advisors, with a 7-day free trial.</p><p><b>Key highlights:</b></p><ul> <li>Annual revenue: $<b>13,000</b></li> <li>Annual profit: <b>$9,000</b></li> <li>Churn rate <b>0%</b></li> <li>LTV: Avg - <b>$430+</b></li> <li>CAC: 0 ( all organic)</li> <li>Business margin: <b>70%</b></li> </ul> <p><b>Team</b></p><p>This is a solo-founder-led bootstrap business.</p><p><b>Tech Stack</b></p><p>- We use OpenRouter for AI inference.</p><p>- We use Clerk for user authentication.</p><p>- We use Vercel for deployments and CI/CD.</p><p>- Neon is for our Postgres database.</p><p>- We use Cloudflare for some image storage and other storage solutions.</p><p><b>Marketing and growth</b></p><p>Marketing was all done through Facebook groups, Reddit groups, and posting organically on LinkedIn to acquire new customers.</p><p>Almost all of our customers came from posting organically on LinkedIn. Very few came from Reddit or Facebook groups.</p><p><b>Revenue and profit</b></p><ul> <li>Revenue: $3,688.29&nbsp;</li> <li>Profit: Roughly $2,900</li> </ul> <p><b>Startup assets</b></p><ul> <li>Email list in our CRM and database of all signed-up users, even if it didn't convert</li> <li>All code-related IP, including the actual software and landing pages</li> <li>Current customer subscriptions and more.</li> </ul> <p>✅ $3,688 TTM revenue</p><p>✅ 6 customers</p><p>✅ Business model: Freemium</p><p>✅ Built with OpenAI, Vercel, Cloudflare</p>