Four live dashboards and a market research brief, built on your real numbers and reviewed by a CFO before you ever see them. Take two minutes and look through what a paying client receives, because you are getting all of it.
We can only do a handful of these properly at a time, so we are selective about who gets one.
Real customers, real invoices, real payroll. Somewhere between $500k and $50M a year, past the point where instinct alone can hold it together.
Pricing, hiring, spending. The calls land on your desk, which means better numbers change your week, not just a report.
We only gift these where we can benchmark you honestly against businesses your size, rather than hand you generic averages.
Either a person we trust put your name forward, or we went looking and liked what we found. Either way, this was a decision, not a blast.
Your books tell you what already happened, in a language built for tax filings. The Capitalista reads all of it and hands you back the four things a founder actually needs.
Your accounting software, your bank feeds, your CRM. Over 200 platforms connect, so nobody has to rebuild a spreadsheet at midnight.
Profit on paper, cash in the bank, stock on the shelf, money customers owe you, bills you owe others. Traced, not guessed.
Raise prices, hire, spend more on ads, chase payments harder. See the effect on profit and cash before you commit.
The Cognitive Switch flips every screen between plain English for you and formulas and drivers for your finance team.
Most founders avoid their financials because the words are hostile. Every dashboard and every sentence in The Capitalista has a switch on it. Owner mode says it in plain English and tells you what to do. CFO mode gives your finance person the formula, the driver, and the question to go ask.
Exactly what a paying client receives. Tap any line to see what lands in your account.
No trial, no tier, nothing withheld. The same dashboards, the same CFO review, the same research brief a paying client gets.
Example below is a $10M distributor. Yours arrives filled with your own numbers.
I spent twenty years inside other people's books. The pattern was always the same. Good businesses, run by smart people, making expensive decisions in the dark because nobody ever translated their own numbers back to them.
We built The Capitalista so that translation happens automatically. A few times a quarter I get to hand it to a business I admire without an invoice attached. This quarter, one of those is yours.
Watch your inbox over the next two business days. If anything is on your mind before then, reply to the confirmation email and it comes straight to us.
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