30 days to operations a buyer, a lender or an investor could examine without embarrassing you.
Your deals, documents and reporting in one place, with a documented access model. Built by a certified Notion partner who spent 15 years in technology risk and IT audit.
Start with a Blueprint →
You already know where this breaks
Not "you're disorganised." These:
- An investor or lender asks for an update and it takes days to assemble
- A diligence request exposes documents nobody can find
- A deadline slips and it costs a deal
- The person who knew where everything lived has left
- Manual operations get discounted when you raise capital or sell the firm
How it works
Four phases. You can stop after the Blueprint and owe nothing further.
Notion Business, free for 3 months. Worth around $1,500 for a 20-person team, and it is what lets me work inside your workspace without consuming a paid seat.
A working version of your firm in Notion. Not a proposal describing one. You see your own deals, documents and reporting running in a real workspace before committing to anything.
The full build. Everything migrated, structured, secured, documented and handed over to a named owner on your side.
For firms that want someone to reach when something changes.
Two guarantees
Most Notion projects end as a beautiful workspace nobody opens three months later. Both of these exist to make sure yours doesn't.
Why me
Your data gets an access model, not a shared folder
CISSP, CISA, CISM, CRISC, ISO 27001 Lead Implementer, AIGP. Across the certified Notion consultant directory, not one other consultant holds a single security credential. Fifteen years in technology risk and IT audit, most of it at EY.
A method, not an improvisation
Assess, architect, build, adopt, sustain. Defined deliverables at every stage and a gate before each one. Most Notion work has no methodology behind it, which is exactly why so much of it is abandoned.
I work inside your workspace at no seat cost
As a registered Notion Consulting Partner I can be added to your workspace without taking a paid seat. Most firms don't know this is possible.
60+ engagements, 50+ countries, rated 4.92/5
Certified Notion Admin, Service Specialist and Technical Specialist.
Questions
Notion is $20 a month. Why is this $15,000?
The licence is the software. This is the system that runs in it, and the reason it still works six months later. Set it against one deal going sideways, not against the subscription.
Can't we just do this ourselves, or with ChatGPT?
You can, and plenty do. What usually comes back is a long list of databases nobody on the team opens. The build is the easy half. Deciding what your firm actually needs, and getting people to use it, is the half that takes the experience.
Do we have to hand over confidential investor data?
No. The Blueprint runs on your structure with a handful of non-sensitive records. Confidentiality levels and access rules are designed before any sensitive material moves.
What if we stop after the Blueprint?
You keep the workspace, the structure and the gap list. You owe nothing further. The $2,500 is only credited if you continue.
How much of our time does this take?
One 45-minute discovery call, a short content inventory, one walkthrough, and two training sessions. Everything else is on me.
Start with the Blueprint
See your firm running in Notion in 10 days. Or it's free.
Start the Blueprint — $2,500