Everything it does
Most tools stop at the playbook. This one keeps going — into the lease, the bills, the insurance, and the filings that actually decide whether a business is still open in three years. Organized the way the app is: one profile per business, six workspaces built from it.
Dashboard
All your businesses
Every business as a card with its readiness at a glance.
Guided setup
Three steps to a new business — import from your website, an old plan, pasted text or your voice; confirm what was found; done.
Redeem a code
Type the code from your chamber or organization. Everything unlocks on the spot.
Profile — the living record
Everything else grows from here. Update it once and everything downstream updates with it.
Identity
Legal setup, entity type, location, hours, service area. What lenders check first.
Offers & pricing
What you sell, at what price, with direct costs. Where margin lives.
Brand
The voice and tone your playbook is written in, plus a generated logo direction.
Team
Founders, roles, ownership percentages, and the hats you wear alone.
Financials
Startup costs, monthly costs, funding need, revenue assumptions. Your numbers, rolled up honestly.
Import anything
Website, old plan as PDF or Word, pasted text, or voice. It extracts what it finds — including your Google listing details — and asks before overwriting anything of yours.
Playbook — 17 sections a lender expects
Draft the whole thing in one click, or work section by section. Every draft is grounded in your profile, so it works from your facts instead of inventing them.
Full-playbook generation runs three times a month. Rewriting individual sections is unlimited. The Executive Summary is drafted free.
- 01Executive SummaryFree
- 02Company Description
- 03Market Analysis
- 04Target Audience & Personas
- 05Products & Services
- 06Marketing & Sales Strategy
- 07Social Media Plan
- 08Email Marketing & Campaign Testing
- 09Tech Stack & Tools Strategy
- 10Operations Plan
- 11Organization & Management
- 12First-Year Costs & Tax Write-Offs
- 13Funding Options & Methods
- 14Building Business Credit
- 15Financial Assumptions & Startup Costs
- 16Growth Roadmap
- 17Appendix
Health — six checks on the business itself
The paperwork that quietly closes businesses, read and explained like a person, not a lawyer.
Lease review
The clauses that can hurt you — personal guarantees, CAM charges, renewal traps — in plain English. Your document is analyzed, never stored.
Operating agreement review
Ownership splits, voting rights, what happens if a partner walks — and the protective clauses yours is missing.
Bill & expense analysis
Upload your bills and see what each line item actually is, what it costs you monthly, and what you are paying for twice. Plus a list of the bills a business like yours should expect.
Insurance gap check
Your certificate of insurance, read against what your lease and your work actually require — plus a checklist of the coverage a business like yours should carry.
Compliance calendar
State and federal filings, renewals and tax dates across the next twelve months, with a link to the official agency page for each.
Web & social score
How findable you are — site, listings, socials — scored with specific fixes, and re-scanned as you make them.
Research
Customer personas
Generated from your profile: who buys, why, and what that means for your messaging. Feeds the marketing sections.
Similar business board
Real businesses like yours, found from your business type and address — local independents through the national chains. What their reviews praise and complain about, their observed pricing next to yours, and ideas worth borrowing.
Government & contracting
Capability statement
The one-pager agencies and prime contractors require, built from what you already entered.
NAICS codes
Suggested classifications so registrations and bids get filed right.
Contracting profile
Registrations, certifications with their issuer named, county, identifiers. Sensitive numbers stay masked.
Suggested bid lists
Where a business like yours should be registered to get found for public work.
Documents
Everything the app produces for a business, in one place — reviewable, printable, downloadable.
Exports that hold up
A clean, typeset document. Hand it to a bank, landlord or grant officer without reformatting.
Generated docs library
Every document and review the app has produced for this business — the playbook, the lease review, the bill analyses, the checklists — saved for review and download.
File vault
Your uploads, leases, certificates and statements, stored with the business they belong to.
Brand assets
The generated logo direction and brand materials, downloadable.
Byrdie, your AI Coach — everywhere
Included free.
Context-aware guidance
Byrdie reads your profile and, on every page, tells you what to do next and why it matters.