Complete Your Profile

The more information you enter, the more you get out of the platform. A complete company profile powers cap table calculations, financial reports, and compliance tracking. Process your compliance dates to stay on top of filing, tax, and administrative deadlines — run it when you set up, then every six months.

Calendar Sync

Create a dedicated shared Google Calendar for company events, then connect it with two-way sync. This keeps everything in one place without duplication, and forces clarity on what actually belongs in a team-wide calendar versus personal schedules.

Revisit Your Canvas

The Lean Canvas and Business Model Canvas are overlooked strategy tools. Fill them out openly and transparently — anyone should be able to question the assumptions. Revisit regularly to check if your assumptions still hold and adjust as the business evolves. Hold canvas review sessions with the entire team — fresh perspectives surface blind spots and build shared understanding of the business model. A canvas that sits untouched for a year isn’t serving its purpose.

Build Your Knowledge Base

The more documentation you add, the more clarity and organization results. When someone asks “how do we do X?” the answer should be in the Knowledge Base. Start with onboarding essentials, then build from there as questions come up.