From ImaginAItion · for owners
portfolAIo
See the next move before you make it.
Start from your real books. Then ask the questions owners lose sleep over: what if I invest more, take a loan, don't get paid, or hire? See the answer before you decide, across every business you run.
Today
The owner's forward look
What if, before you decide
Invest more, take a loan, a customer doesn't pay, hire someone: set up the move and see what it does to your cash and your plan.
Every business in one view
Run more than one company? See them rolled up: combined P&L, cash across entities, and who owns what.
Starts from your real books
What happened comes from your books; what could happen is a plan. Every number is labelled as one or the other, never mixed.
Ownership and the board
Cap table, stakeholders, goals and board documents, kept beside the numbers they affect.
Books is what happened. portfolAIo is what can be.
Your accounting tells you where you've been. portfolAIo takes those actuals and gives you the view from above: the next quarter, the next hire, the next company.
How it works
Four steps to the forward look
- 1
Connect your books
Your actuals come in from Books in ImaginAItion OS.
- 2
Add your businesses
One company or several, with who owns what.
- 3
Ask what if
Invest, borrow, a customer that doesn't pay, a new hire.
- 4
Decide
See the effect first, then make the move.
Coming
What we're building next
A CFO seat for every owner
ComingThe forward look, working for you: what to watch, what to do next, and why.
The owners' network
ComingOwners in the nAItion, connected, with suggestions for where your businesses could work together.
Questions
Good to know
What is portfolAIo?
The owner's forward look. It starts from your real books and shows what happens if you invest more, take a loan, don't get paid or hire, across every business you run.
Is it accounting software?
No. Books, in ImaginAItion OS, keeps the actuals. portfolAIo reads them and looks forward.
Can it handle more than one business?
Yes. Each business is an entity, and portfolAIo rolls them up into one view.
Are the what-ifs predictions?
No. They are plans you set up from your own numbers, always labelled as plans, never presented as fact.
Do I need ImaginAItion OS?
portfolAIo reads your actuals from Books in ImaginAItion OS. Talk to us and we'll set it up with you.
See your next move.
Tell us about your business, or businesses. A person reads every message and writes back.