Lead with the founder-reviewed brief. Step down to a $149 scan if you're not ready. Step up to a full case review or the Founding Planning Desk retainer — first 10 firms only.
A 3–6 page brief on a real prospect plan, founder-reviewed before delivery. 24–48 hour target. 20-minute debrief by phone. The default path — not the first of four.
Same plan, same engine — but automated only. Use it as an internal screening pass before committing the case to the founder-reviewed brief.
Top open questions, missing or unattached documents, and possible red flags. Automated only — no founder review. Not a client deliverable; an internal advisor screening pass.
Two depth tiers above the brief: the case review for one-off deep work, and the planning desk retainer for advisors who run plan-heavy books. Both are bounded by founder availability — the planning desk caps at the first 10 firms.
Full planning-grade review of a real engagement. Advisor memo, client summary, and debrief — the depth a senior associate would produce, at machine speed and with founder review.
A retained planning desk for advisors who run plan-heavy books. Two founder-reviewed briefs per month, additional scans subject to fair use, and discounted full case reviews. Bounded by design — not unlimited founder time.
Every founder-reviewed brief carries a real human in the loop. That bounds throughput by design. The Question Scan is automated and scales; the brief, the case review, and the planning desk are bounded by founder availability. The retainer is a sales conversation — not a checkout flow. The pilot price holds through the founding cohort; both retainer slots and pilot pricing close as the cohort fills.
The pilot price holds for the first round of briefs. The retainer holds for the first 10 firms. Both windows close as the cohort fills.