Intelligent Document Organisation
Not just storage - structured business information that's easy to find for you and your family
- Smart categorisation: Financial, Legal, Operations, Clients, Suppliers, Insurance
- Powerful search across all documents
- Tag and label important files
- Secure storage with emergency executor access
Documents
Your business documents organised securely
Recent Files
Extract What Matters
Upload contracts and policies - we'll pull out the critical details so you don't have to dig through 40-page PDFs
- Automatic extraction of client names, contract values, renewal dates
- Insurance policy summaries with coverage and expiry dates
- Key contact information pulled from documents
- Dashboard views showing what matters at a glance
Extracted Information
Key details automatically extracted
Business Contact Directory
All your key relationships in one place - organised by role, with notes on why each person matters
- Categorised contacts: Clients, Suppliers, Advisors, Emergency
- Notes field: Record why each contact is important
- Emergency contacts highlighted for quick access
- Complete business relationship context
Business Contacts
Key relationships organised for continuity
Key Clients (12)
Emergency-Ready Protection
The difference between OwnerCompass and Google Drive: your family knows exactly who to call and what to do
- Single executor login gives trusted contacts everything they need
- Clear instructions on who to contact first
- Structured information: not just files, but actionable guidance
- Emergency access configured in minutes
Emergency Business Procedures
Follow these steps to ensure business continuity
CRITICAL ACTIONS - Do These First
Business Continuity Checklist
Critical Contacts
Quarterly Business Valuations
Professional valuations using multiple methodologies. Track your value over time and prepare for exit
- Quarterly valuations using earnings multiple, asset-based, and revenue methods
- Valuation history and trend analysis
- Confidence scoring based on data quality
- Exit readiness assessment with actionable insights
Track Your Business Value
Quarterly professional valuations
Valuation History
Valuation Methods
Buyer-Ready Data Room
Generate a professional data pack with all your business information organised for potential buyers, investors, or lenders. Stay ready when opportunity knocks.
- Comprehensive data pack generation in minutes
- Executive summary with key business metrics
- All documents organised by category (financial, legal, clients, suppliers)
- Exit readiness assessment and scoring
- Professional presentation that builds buyer confidence
- Secure ZIP download ready to share
Buyer-Ready Data Room
Professional data pack for buyers and investors
Ready to Generate
47 documents organised
Estimated size: ~24 MB
Last generated: 15 Nov 2024
What's Included
Exit Readiness Score
Good - Well positioned for exit
Your business is ready to present to buyers
Recent Data Rooms
OwnerCompass_DataRoom_15Nov2024.zip
15 Nov 2024 • 23.8 MB
How OwnerCompass Compares
More than just storage
Google Drive
Free
- Unlimited storage
- File search
- No business structure
- No data extraction
- No emergency guidance
- Family has to figure it out
OwnerCompass
From £29/month
- Secure storage
- Smart categorisation
- Key data extraction
- Emergency-ready structure
- Contact directory with context
- One login for emergency access
- Quarterly valuations (Tier 2)
Excel/Notebooks
Free (but risky)
- Free to use
- Scattered information
- No search capability
- Hard to keep updated
- Lost when you need it most
- No emergency access
Perfect For Business Owners Who...
Want Better Organisation
Your business information is scattered across laptops, cloud drives, and filing cabinets. You want everything centralised and easy to find - for you and your family.
Want to Protect Family
You're thinking about what happens if something unexpected occurs. Your family needs to access critical business information quickly, without the stress of searching.
Want Better Insight
Understand what your business is truly worth and track it over time. Whether you're planning an exit in 3-5 years or just want to stay informed, quarterly valuations keep you prepared.