The CorpDoc Operating Platform
Most business owners find out about financial problems after they have already cost money. CorpDoc is the operating layer that tells you before — so every decision you make is backed by evidence, not instinct. Built by ex-Big 4 and former CFOs.
The gap nobody talks about
They report on the past. They file your returns. They tell you the number after the month has closed and the decision has already been made.
What they cannot give you is the answer to the question you actually need — what should I do next, and what does the number say about whether I am right?
CorpDoc is the operating layer that sits between your accountant and your instinct. It takes the real inputs from your business and tells you what they mean for the decision in front of you. Not last quarter. Right now.
This is not a collection of calculators. It is how financially intelligent businesses are run.
The operating framework
Every financial problem a business owner faces sits inside one of these six areas. CorpDoc covers all of them. Not a library of calculators — a connected operating system with a live read on every part of your business. Tap any area to see the question it answers.
"You know your numbers are off. You know something needs fixing. But every accountant you have tried seems to miss what is actually driving it. CorpDoc finds it — because it is built to look at the same things a CFO looks at, not the same things an accountant reports on."
How the platform works
CorpDoc is not a collection of calculators you run when something goes wrong. It is a financial operating system you run your business on — starting with a diagnostic read, building to a weekly operating rhythm, then a strategic decision layer that means you never commit capital blind again.
Three diagnostics. Under 3 minutes total. Each one produces a number most owners have never calculated — and at least one will change how you see your business immediately.
A weekly financial operating rhythm across all six business areas. You stop being surprised by your numbers because the platform has been watching the inputs all week. Five minutes on a Friday tells you everything Monday needs to know.
The decision layer. Before you hire, expand, take on debt, or commit capital — the Strategist platform models the decision so you know what the numbers say before you act. Most expensive mistakes are not bad decisions. They are good decisions made without running the evidence first.
The three principles
The six areas are not random. They are organised around three principles that govern how healthy businesses actually work. Understanding them changes how you read your numbers.
Every unit of revenue has a cost. The question is whether the gap between the two is wide enough to build a real business — and whether it grows or shrinks as you scale. Most owners discover the answer too late.
Profit is an opinion. Cash is a fact. A business can be profitable on paper and still run out of money. Cash discipline means knowing exactly where your cash is going, how long it lasts, and what breaks first if a client leaves.
Most expensive decisions feel obvious at the time and obvious in hindsight — but for opposite reasons. Decision hygiene means building a habit of running the numbers before you commit, not after. It is the difference between learning and preventing.
How much time does this actually take?
Three numbers. Each one takes under 60 seconds. You will know more about your business margin, customer acquisition cost, and revenue retention than most owners who have been running for years.
Two or three Operator tools on a Friday. Cash position, burn rate, churn. You are not building a model — you are checking the dials. By the time Monday arrives you already know where to focus.
Before you hire, expand, take on debt, or commit capital — the Strategist platform models the decision so you know what the numbers say before you act. Not instead of your judgement. Before it.
How the platform works in practice
Run the three free diagnostics — contribution margin, CAC payback, and net revenue retention. Under 3 minutes total. You will get three numbers that most owners have never calculated properly, and at least one will change how you think about your business. That is the diagnostic layer doing its job.
The Operator platform is designed to run on a weekly cadence. Five minutes on a Friday — cash position, burn rate, churn. Two or three diagnostics matched to the gaps you found in step one. Within a month you stop being surprised by your numbers. Within three months you start anticipating them.
The Strategist platform runs before you commit capital — not after. Before the hire, the expansion, the debt, the market entry. It models the decision so you know what the numbers say first. Most expensive mistakes are not bad decisions. They are good decisions made without running the evidence.
"This is not something you use once and file. It is the operating system you run your business on. The owners who get the most from it are the ones who make it a weekly habit — not a project they come back to when something goes wrong."
— CorpDoc advisory teamFounding access — 100 units only
The complete CorpDoc operating platform — Operator, Strategist, plus 4 exclusive diagnostics available only with full access — at $299 for the first 100 founding members. Full platform price is $399. Retail value $598.
A fractional CFO charges $200–$350 per hour for the strategic guidance this platform delivers.
Full CorpDoc platform access — 28 diagnostics across 6 business areas, plus 4 exclusive instruments — is $299 founding price. One time. No subscription. Everything added automatically as it lands.
The complete financial operating system — Operator weekly rhythm, Strategist decision layer, and 4 diagnostics exclusive to full platform access. 5 new instruments releasing every month until complete. Built by ex-Big 4 and former CFOs. Yours permanently.
*Permanent access to the V1 platform as it completes. Future platform versions (V2 onwards) are separate commercial releases. Hosted on Cloudflare — no subscription required to access.
What happens when we look at your numbers
Not ready to commit? Start free
Contribution margin. CAC payback. Net revenue retention. The three numbers that actually drive your business — each one calculated in under 60 seconds, explained in plain English, with no jargon and no spreadsheet required.
Your diagnostics are ready. Run any of the three below — each takes under 60 seconds.
Need a human in the room?
For complex situations, high-stakes decisions, or businesses that need more than a platform — we sit beside you. Ex-Big 4, former CFOs, licensed professionals. Not a chatbot. Not a template. Us.
Start with three free diagnostics in under 3 minutes — or lock in founding platform access before the 100 units are gone. Either way, you leave this page knowing more about your business than you did when you arrived.