The idea
What a business owner has, and does not
Every company already holds most of what it needs to know about itself. It is spread across a spreadsheet of management accounts, a customer list, a complaints log, the minutes of the last three board meetings, a strategy deck from January and a list of suppliers somebody keeps. Nobody reads them together. The owner knows each one; nobody has read the minutes against the complaints log, or the plan against the pipeline.
An X-ray reads them together. It answers the questions the owner asked, and then shows what the documents say when they are set against each other: a price list older than two wage rises, a customer described as "strong" in the minutes and complaining weekly in the log, a notice date that falls before the next board meeting.
Three parts, and nothing else
- An agent platform: Claude or ChatGPT, with the operator's catalogue of analyses and prompts.
- A vault: encrypted on the device, one per customer, holding the documents going in and the X-ray coming out, with the history of both.
- The customer's own data: what they choose to send, and nothing more.
No connectors and no integrations, on purpose. Connecting to a customer's accounts, mail or drive means a security review, a contract about access and weeks of delay, and it makes the operator responsible for systems it does not run. Dropping files into a vault means the customer decides, file by file, what is seen. The sale can close the same day.
What the customer gets back
- Their questions answered first, in plain words.
- A board pack: one page, five findings, a proposed agenda and the decisions asked for.
- The X-ray: every finding labelled read, computed or inferred, and tied to the file and row it rests on.
- Questions for you: what the documents could not answer.
- Ninety days: what to do, who does it, and what done looks like.
- A Claude setup: project instructions, the files to upload and questions to start with, so the conversation continues with the same evidence after the operator has gone.
Why the Claude setup matters
A report is read once. A setup is used. The team asks the next question on a Tuesday afternoon, of the same documents, with the same rules about evidence. It also answers the objection that the customer could have done it themselves: with the setup, they now can, starting from a better place.
Two versions, as the RiskMandate model sells them
- Without customisation: the kit. The catalogue, the prompts and the Claude setup, as files or as a vault. The customer runs it.
- With customisation: the operator runs it on the customer's documents, a person reviews it, and at the Tailored level a professional sits with the team twice and signs it.