// Services-as-software
AdvisorKit
We built the platform we wanted for our own client work.
Onboarding, deliverables, deal rooms, and client portals, systematized so practitioners can manage more clients without losing the polish that wins the work.
6 hrs/wk
Time saved per engagement
self-reported by power users
+22%
Avg deal size lift
after moving proposals into AdvisorKit
Growing weekly
Active practitioners
// The thesis
Why we own AdvisorKit.
// Why now
We saw hundreds of thousands of fractional and independent operators running a real business out of Notion, Google Drive, and email, and it was costing them clients, time, and price. We started AdvisorKit to give them the operating system a product company would have.
// Market
We're building for fractional CXOs, boutique consultancies, and modern agencies between $250K and $5M in annual revenue. The client portal is the wedge; billing, deliverables, and deal rooms are how we round out the platform.
// Moat
We built AdvisorKit so a practitioner's history compounds inside it: engagements, case studies, references, renewal pipeline. We run it as a small team, which is only possible because AI handles most of the templating and drafting work a larger team used to do by hand.
// The product
What it does.
Branded client portals — every engagement gets a polished, white-label home.
Deal rooms that move proposals from PDF to interactive, signable, and trackable.
Deliverable management with templates for the most common fractional engagements.
Billing, retainers, and recurring invoicing — built for the way services-as-software actually gets paid.
// What we've learned
Lessons from operating AdvisorKit.
01
Lead with the client experience.
Practitioners don't pay for ops tools; they pay for things their clients see. The portal is what gets them in the door, and the ops modules sell themselves once they are.
02
Templates are the product.
Every fractional category (CMO, CFO, RevOps) has a repeatable engagement shape. Building the template library out was a bigger growth unlock than any single feature.
03
Charge per practitioner, not per client.
Per-client pricing punishes growth. Per-seat pricing aligns us with the practitioner's success and makes expansion a non-event.
// More from the portfolio
See the rest of what we own.