Navigate Business Ownership with Confidence

Turn years of documents into actionable intelligence. Know your value, protect what you've built, and be ready for when opportunity knocks.

My BusinessJDJohn Doe

Welcome back, John

Friday, 5 June 2026
Documents
110
0.1 GB / 500 GB used
Contacts
15
2 marked as key
Trusted people
2
✓ Access configured
Plan
Business Valuation
£99/month

Continuity Readiness

100% Complete
Documents uploaded110 documents organised
Contacts added15 contacts in your directory
Emergency plan started2 trusted people set up
Business valuation completedTrack your business value over time
Data room preparedSecure sharing for due diligence

Recent Activity

Configured emergency contact for Sarah Johnson2 days ago
Uploaded "Client_Contract_3.pdf"3 days ago

Document Distribution

Suppliers20 — 33%
Financial10 — 17%
HR10 — 17%
Uncategorised10 — 17%
Clients10 — 17%

Contract Status

View all contracts →
1 Expired
Supplier_Contract_1.docx31 May 20265 days ago
1 Expiring within 90 days
Client_Contract_2.pdf7 Jun 20262 days
Your Business Valuation is ReadyView your latest valuation report and track how your business value changes over time.
Supplier_Agreement.pdf
Uploaded just now
This supplier contract is between Silverline Trade Solutions Ltd and the Purchaser.
Contract Value: £18,750
Term: 1 November 2025 to 1 November 2026
Key Contact: John Smith
Email: john@silverline.com
Extracting key information…

Extracted Information

Key details pulled out automatically — you confirm them before saving

Contract Details
SupplierSilverline Trade Solutions Ltd
Value£18,750
Start1 Nov 2025
End1 Nov 2026
Notice period30 days
Contact Found
NameJohn Smith
CompanySilverline Trade Solutions Ltd
Emailjohn@silverline.com
Phone020 7946 0312
Added to your Contacts directory
Renewal reminder set for 30 August 2026
View full contract →

BUSINESS CONTINUITY & INTELLIGENT ORGANISATION

Protect & Organise Your Business

Intelligent document organisation that extracts key information from your documents, PDFs, or emails. Everything your family or partner needs if something happens—organised automatically in one secure vault.

  • Seamlessly extract and organise critical information securely
  • Grant emergency access to trusted contacts
  • Track your business continuity progress

TRACK VALUE

Track Your Value

Get quarterly valuations to understand what your business is worth—and how to increase it.

  • Quarterly business valuations
  • Track value growth over time
  • Identify areas to increase value
BUSINESS VALUATION

ABC Limited — Valuation Report

Completed 14 April 2026 · Accounts to 29 December 2025

Tracking Your Business Value
Sept 2025Dec 2025Apr 2026
ESTIMATED BUSINESS VALUE
£2.1m
Valuation range: £1.85m – £2.38m
Conservative (£1.85m)Optimistic (£2.38m)
Valuation Methods
REVENUE MULTIPLE
£1,850,000
Moderate fit
EBITDA MULTIPLE
£2,380,000
Excellent fit
ASSET-BASED
£2,070,000
Good fit

Emergency Plan

Designate trusted people who can access your business information in an emergency

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Trusted People (1)
Approved
Sarah Johnson
Spouse
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Email
sarah.johnson@example.com
Phone
07700 900123
Access:View Only
Critical actions
Time-sensitive tasks — do these first
1. Notify key clients immediately
2. Review and prioritise active contracts
3. Contact accountant for urgent financial matters
Business continuity checklist
Ongoing tasks to maintain operations
Key contacts notified
Insurance company informed
Process monthly payroll
Send pending invoices
Critical contacts
Key people to contact in an emergency
Hughes & CoFinancial
David Ellis — Accountant
020 7946 0712
Brook LegalLegal
Wilson Brown — Solicitor
wilson@brooklegal.com

EMERGENCY PROTECTION

Peace of Mind

If something happens to you, your family won't be lost. Clear, step-by-step procedures ensure business continuity and protect everything you've built.

  • Step-by-step emergency action plan your trusted person can follow immediately
  • Priority contacts organised by urgency (accountant, solicitor, key clients)
  • Business continuity checklist ensures nothing critical is forgotten
  • Single secure login gives trusted contacts everything they need

DATA ROOM

Generate Data Packs

Generate a professional data pack with all your business information organised for potential buyers, investors, or lenders. Stay ready when opportunity knocks.

  • Comprehensive buyer pack generated from your existing documents
  • Executive summary and organised financials impress from first contact
  • Secure ZIP download ready to share

Generate Data Room

Package your documents into a professional, organised archive — ready to share with buyers, lenders or advisors

9 documents available
9 selected
Financial3 / 3 files
Annual Report 2026.pdf
Annual Financial Report
2.48 MB
Annual Report 2025.pdf
Annual Financial Results
467 KB
Management Accounts.docx
Market Analysis Report
20.9 KB
Operations1 / 1 file
Operations Accounts.pdf
Unaudited Financial Statements
115 KB
Suppliers4 / 4 files
Supplier Contract 1.pdf
Supplier Agreement
2.95 MB
Supplier Contract 2.docx
Supplier Agreement
36 KB
Supplier Contract 3.pdf
Supplier Agreement
4.23 KB
Product Specification.pdf
Product Label / Packaging
2.66 KB
Options
Cover page & document index
Professional cover page with a categorised list of documents
Contact directory
Don't include contacts
Key contacts only
All contacts
What's in Your Data Room
Preview of what will be included
Cover Page & Index
Auto-generated overview
Financial
3 documents
2.95 MB
Operations
1 document
115 KB
Suppliers
4 documents
2.99 MB
Contact Directory
15 contacts
Total: 9 documents
Estimated size
6.22 MB
Generate Data Room

Choose Your Plan

Business Continuity
£29/month

14-day free trial — no card required

  • Intelligent document organisation & extraction
  • Emergency access for a trusted person
  • Business contact management
  • Progress tracking dashboard
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Business Valuation
£99/month

14-day free trial of Business Continuity features — valuations unlock when you subscribe

  • Everything in Tier 1
  • Quarterly business valuations
  • Buyer-ready data room
  • Valuation history and trend analysis
  • Priority support

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