Built for Business Owners Planning Ahead
Document intelligence, contact extraction, emergency planning, business valuation, and data pack preparation—everything you need in one secure platform.
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 access for a Trusted Person
Documents
Upload and organise your business documents with intelligent categorisation
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 and the last day to give notice
- 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 pulled out automatically — you confirm them before saving
Business Contact Directory
All your key relationships in one place - organised by role, with notes on why each person matters
- Categorised contacts: Clients, Suppliers, Insurers, Emergency
- Notes field: Record why each contact is important
- Emergency contacts highlighted for quick access
- Complete business relationship context
Contacts
Manage your contacts and key relationships
Emergency-Ready Protection
The difference between OwnerCompass and Google Drive: your family knows exactly who to call and what to do
- A single login gives your trusted person everything they need
- Clear instructions on who to contact first
- Structured information: not just files, but actionable guidance
- A Trusted Person added in a few steps
Emergency Plan
Quarterly Business Valuations
Indicative valuations, reviewed by a professional, using multiple methodologies. Track your value over time and prepare for exit
- Quarterly valuations using EBITDA multiple, asset-based, and revenue methods
- Valuation history and trend analysis
- An assessment of key value drivers and risk factors
- Downloadable PDF that is ready to share
ABC Limited — Valuation Report
Completed 14 April 2026 · Accounts to 29 December 2025
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
- Cover page with document summary
- All documents organised by category (financial, legal, clients, suppliers)
- 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
How OwnerCompass Compares
More than just storage
Google Drive
Free
- Up to 15GB 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
- A secure login for your Trusted Person
- Quarterly valuations (Tier 2)
Consultant
From £2,500 per report
- Professional valuation report
- One-off snapshot, not ongoing
- Pay again for every update
- No document organisation or storage
- No emergency planning for your family
- No contacts directory
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.
Ready to Get Organised?
Start your 14-day free trial. No credit card required.
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