Company Brain

One source of truth for your entire company

Company Brain is your structured company profile. Fill it in once and every tool in UpgradIQ uses your data automatically - your SESS score, investor memo, readiness checklist, and AI Copilot all draw from the same source.

20

Structured profile fields

100%

SESS coverage from profile

1-click

Memo auto-generation

Live

Context for AI Copilot

Key capabilities

Twenty structured fields that feed your SESS score, investor memo, readiness checklist, and AI Copilot without any re-entry of data.

20 Structured Fields

Company name, tagline, vertical, stage, founding date, geography, team size, business model, product status, revenue status, raise target, and more. Every field feeds a downstream tool.

Powers Every Tool

Your SESS Health Score, Investor Readiness Score, Memo Generator, AI Copilot, and dashboard widgets all read from Company Brain. Update once and everything reflects the change.

Stage Detection

Set your current stage and the platform adapts. The right modules unlock, the right benchmarks appear, and your readiness checklist calibrates to where you actually are today.

Team and Funding Context

Record team size, co-founder count, raise status, and raise target. These fields feed directly into your SESS score and investor readiness assessment without manual recalculation.

Always Up to Date

As your company evolves, update Company Brain and your SESS score, memo, and readiness score all recalculate automatically to reflect where you are right now.

AI Context Injection

Every AI Copilot conversation starts with your Company Brain context pre-loaded. The AI knows who you are, what you build, and what stage you are at before you type a word.

How it works

01

Fill in your profile

Complete the 20 structured fields in your Company tab. A more complete profile makes every downstream tool more accurate.

02

Set your stage

Choose from Idea, MVP, Launch, Traction, Fundraising, or Scaling to gate the right tools and benchmarks.

03

Let tools read it

Your SESS score, readiness checklist, memo generator, and AI Copilot all pull from Company Brain automatically.

04

Update as you grow

When your revenue status changes or you start a raise, update Company Brain and everything re-syncs in seconds.

Company Brain is the backbone. Every tool reads from it. When I updated my raise status, my SESS score, my memo, and my readiness checklist all updated instantly.

Sarah K.

Founder & CEO, Trellis

Ready to get started?

Join founders who stay organized, raise smarter, and close with confidence.