Spiritt

Generates customizable business plans by combining template-driven workflows with real-time financial data binding. The system uses a modular section architecture (executive summary, market analysis, operations, financials) where each section accepts both free-form text input and structured data from linked financial models, automatically cross-referencing assumptions and metrics across the document to maintain consistency without manual synchronization.

Provides a spreadsheet-like interface for building 3-5 year financial projections with built-in functions for revenue modeling, expense forecasting, and cash flow calculation. The system supports scenario branching (e.g., 'conservative', 'base', 'aggressive' cases) where users define variable assumptions once and the model automatically recalculates all dependent metrics across scenarios, enabling rapid what-if analysis without formula duplication or error-prone manual updates.

Generates investor pitch decks by combining pre-designed slide templates (problem, solution, market, business model, financials, ask) with data pulled from the linked business plan and financial model. The system uses a content-mapping layer that automatically populates slides with relevant sections from the business plan narrative and financial projections, allowing founders to customize messaging while maintaining structural consistency and investor expectations.

Maintains a directory of founders, investors, and advisors with searchable profiles containing industry focus, stage preference, and expertise tags. The system uses a basic matching algorithm that suggests relevant connections based on profile attributes (e.g., 'seed-stage investors interested in fintech') and enables direct messaging between users. Profiles are manually curated by users and the platform does not employ sophisticated recommendation algorithms or network analysis.

Enables multiple team members to edit business plans and financial models simultaneously with live cursor tracking, comment threads, and version history. The system uses operational transformation or CRDT-based conflict resolution to merge concurrent edits without data loss, and maintains a complete audit trail of changes with timestamps and user attribution for accountability and rollback capability.

Provides a campaign builder for managing bulk investor outreach with email templates, recipient lists, and open/click tracking. The system maintains a contact database linked to the networking directory, allows founders to create email sequences with personalization tokens (e.g., {{investor_name}}, {{company_focus}}), and tracks engagement metrics (open rate, click rate, reply rate) per recipient and campaign. Email delivery is handled via a third-party provider (likely SendGrid or similar) with bounce handling and unsubscribe management.

Exports business plans, financial models, and pitch decks to PDF, HTML, and shareable web links with investor-grade formatting, branding customization (logo, colors), and access controls. The system generates responsive PDFs with proper pagination, table of contents, and cross-references, and creates time-limited or password-protected shareable links that track viewer engagement (page views, time spent, download events) without requiring recipients to create accounts.

Provides a customizable dashboard for tracking key startup metrics (MRR, churn, CAC, LTV, runway, burn rate) with manual data entry or CSV import. The system displays metrics in charts and gauges, allows founders to set targets and track progress against benchmarks, and generates monthly reports comparing actual performance to financial model projections. Metrics are linked to the financial model so founders can see how actual performance impacts projected runway and funding needs.