Business plan
Rework the plan, operating model, and financial assumptions.
Solutions
Product. Funding. Finance. GTM. Operations.
Each area works from the same company context.
One system, not disconnected tools
Your whole company, one source of truth
Product
Turn customer evidence into a product decision.
Choose what to build from current customer evidence and prior decisions.
- 01
Keep interview notes, market research, documents, and conversations in the same company context.
- 02
Use a Matrix to compare product bets and preserve the evidence behind the choice.
- 03
Turn the selected bet into a specification and start a Goal with defined checkpoints.
Funding
Run the raise from target list to investor update.
Keep the strategy, materials, outreach, and reporting aligned throughout the round.
- 01
Record the round, target investor profile, timing, and non-negotiables.
- 02
Prepare the deck, reports, and investor Room from current company context and metrics.
- 03
Keep investor targets, contacts, pipeline activity, and follow-ups connected.
Finance
Use one financial view for planning and reporting.
Consolidate actuals and operating metrics before testing scenarios or preparing board materials.
- 01
Import and consolidate actuals and operating metrics by period.
- 02
Test assumptions and scenarios before changing the plan.
- 03
Use the same figures in management reports, board reports, and decks.
GTM
Turn your ICP into a working pipeline.
Connect target selection with the accounts, contacts, and follow-up behind it.
- 01
Record the ICP, target accounts, and the evidence behind the selection.
- 02
Keep contacts, accounts, and pipeline stages in one relationship view.
- 03
Use sequences, replies, and engagement data to manage follow-up.
Company Operations
Make recurring company work explicit.
Define the decision, owner, cadence, and output for recurring work.
- 01
Keep operating decisions, supporting evidence, and approvals together.
- 02
Run recurring reviews and processes as Goals and loops with named owners.
- 03
Store the resulting reports, documents, and decisions in the relevant Room.
For investment teams
From application to portfolio follow-up.
VC teams can connect Public Intake, diligence, relationship management, and portfolio monitoring in one operating loop.
- 01
Intake
Receive the application.
Public Intake sends the submission, files, and contact details to the AI Inbox.
- 02
Diligence
Build the investment case.
Review the evidence in thesis Matrices, Rooms, and Genesis councils.
- 03
Relationship
Manage the follow-up.
Move selected companies into the pipeline and keep contacts and follow-ups in Connect.
- 04
Portfolio
Monitor the investment.
Keep company metrics, founder updates, and risks in the portfolio view.
Services
Work directly with Operalta’s founders.
Get hands-on help with the business plan, resource allocation, and operating cadence.
Portfolio & priorities
Review the portfolio, reallocate resources, and decide what to stop.
Operating cadence
Define the decisions, owners, reviews, and outputs that keep the plan moving.
Working session
Bring us the decision slowing the company down.
We will map the context, people, and outputs involved, then show where Operalta fits.