Business Snapshot

Your business already writes the reports. Nobody reads them like an operator.

Send the exports you already have — sales, marketing, inventory, ops — and get back an executive briefing and a business review: what happened, why it matters, and what to do next. Running now as a founder pilot, and the panel below says exactly what that means.

Self-serve — not available yet

The analysis engines are live today; the self-serve flow is not. Early snapshots run as a founder pilot — prepared with the founder directly and human-reviewed before delivery. Agreement review, the first rung, is fully live and self-serve.

The problem

Information-rich, insight-poor.

The reports exist. The dashboard exists. What's missing is the afternoon it takes to read them together and decide what to do — which is why the deciding keeps not happening, and the numbers keep being something you glance at rather than act on.

A dashboard shows what happened. It does not tell you what it means or what to do next. That translation is the work, and it's the part that never fits in the week.

What you get back

Executive output, not another chart.

An Executive Briefing

The week's or month's numbers translated into what an operator needs: key findings, opportunities, risks, and recommended actions with a priority order — not another dashboard.

A Business Review

The deeper read: revenue, product, customer, marketing, and operational analysis from the reports you provided, with strategic recommendations you can act on.

Recommendations that persist

Everything actionable lands in your Recommendation Center with a status you can track — the same ledger your agreement reviews feed.

No integrations required

Exports and spreadsheets only. You give Sidecar what you'd give a fractional analyst — nothing connects to your systems until you choose to connect it.

Ask about a Business Snapshot pilot
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Questions

Straight answers.

Is this available today?

As a founder-run pilot. The analysis engines exist and run today; the polished self-serve flow does not, so early snapshots are prepared with the founder directly and reviewed by hand. Joining the list starts that conversation — or gets you an email when self-serve opens.

What do I have to share?

Only exported files — sales reports, marketing summaries, inventory or ops spreadsheets. It is deliberately the second rung of the ladder: lower-sensitivity exports first, connected systems only if the value proves out. Contract review needs even less, which is why most customers start there.

What does it cost?

Pilot pricing is set with you and depends on cadence. The point of the pilot is to find the shape and price worth productizing — early participants get it well under what the analyst-time equivalent would cost.

Is this just AI reading my spreadsheet?

AI does the reading; the pilot's promise is operator judgment. Every early snapshot is reviewed by a human before it reaches you, the same way every agreement review is.

The point

The second rung of the ladder, when you're ready for it.

Most customers start with a free agreement review — lower stakes, faster proof. Snapshot is where it goes next.