Audacionaire Executive Portfolio (AEP)
FreeWhat it is
The holding-company command layer ABOVE the operating tools, for the member as owner-of-everything: every organization, brand, and saved idea in one portfolio, each in exactly one lifecycle stage (Idea, Validated, Building, Launched, Revenue, Scaling, Mature). The views: the Portfolio Overview (organization tiles, stage summary, what needs attention, the Needs a home strip for unassigned units), the Stage Pipeline (drag-and-drop kanban plus a List view with stage and organization filters; new saved ideas enter the Idea column automatically; recording revenue on a pre-revenue unit auto-advances it to Revenue, the only automatic stage move), the Financial Roll-Up (revenue-generating units only, owner-entered monthly numbers, rolled up by organization and empire-wide, plus a financial-goals pulse), a Goals hub at /empire/goals with three types (Business at /empire/goals/business, Personal at /empire/goals/personal, Financial at /empire/goals/financial), the Business Financial Goals capability rendered inside the area's own shell, INCLUDING creating at /empire/goals/financial/create and each goal's workspace at /empire/goals/financial/<id>, so working on goals never leaves the executive area; the goals product's own home at /goals/financial reads and writes the same records), the Portfolio Map (collapsible organization branches, drag a unit between organizations to file it; every map and pipeline unit card carries an explicit type chip, Idea for a saved-idea mirror, Brand for a real platform brand, Tracked for one entered by hand, so near-identical names never read as duplicates, plus a confirmed Remove from portfolio action: an idea unit's idea stays in the Idea Vault, a brand unit's brand stays in My Brands, a hand-tracked unit archives with its history, nothing is hard-deleted, and a removed unit is never resurrected by import or sync), Risk Signals (stalls, cold ideas, revenue dips, each with a door to act), and a per-unit drill-down: two stat rows (stage, revenue, days, owner, readiness; then money invested, funding received, CRM-sourced lead and sales counts, team size), a Team roster tab, and an Open in Operating OS button into the unit's real tools. One-tap import mirrors the member's platform organizations as tiles, files brands under their matching organization, and leaves EVERYTHING else visibly Unassigned, because there is no default organization, ever; the add form also offers unlinked organizations as one-pick starting points (quick-add pills with the owner's four example companies show on owner/admin accounts only), adding a brand-new name there creates a REAL platform organization as well (one creation flow, two doors, same result: it appears in the header organization switcher and the brand forms immediately, with the plan's organization allowance applying), each organization tile carries a short member-written description under its name (added or edited inline on the tile with dictation, or typed on the add form; saved to the REAL organization so the same words show on /account/organizations), and a holding-company account's first organization tile is created automatically from the name given at onboarding. Brands, ideas, and organizations can be closed (record kept, reopenable). Organization tiles that mirror a real platform organization also carry Merge into… (fold a duplicate or typo-twin organization into a surviving one: a dry-run count shows exactly what will move before confirming, then brands, pipeline units, cheat sheets, financial goals, contacts, checklists, and every other org-scoped record move to the survivor, team memberships dedupe at the higher role, and the emptied organization is removed everywhere with nothing hard-deleted) and a platform-wide Remove (removing the tile removes that organization from the WHOLE account, both married platforms included: the portfolio, the header organization switcher, Account and Organizations, brand forms, and IdeaStoor, while its brands and pipeline units move to Unassigned so nothing is lost). The sidebar links to the Assessments product, and the sidebar's Idea Vault row opens the IdeaStoor vault itself (ideas' one home; no Empire-local vault page exists). The Brands page (/empire/brands) shows the member's REAL brand records across every organization they own (organization pill, website, Manage brand door into the brand's space, grid/list toggle), each brand card carrying a short member-written description under its name (an Add a description affordance when empty, Edit description when set, a small inline box with the dictation mic, clamped to about three lines; saved to the brand record so the same words show on My Brands and in the brand's own space, exactly like the organization tiles' descriptions) and carries the SAME create-a-brand form as My Brands (two doors, one record: a brand created from either shows in both and in the header brand switcher immediately, and creating from the executive door stays in the executive area). The create form ALWAYS shows and confirms which organization the brand belongs to, because a member can own several: one organization shows as the brand's confirmed home, several present a dropdown with the currently active organization preselected, and no organization guides the member to create one first (a brand always lives inside an organization, and it then appears under that organization everywhere). New brand is also reachable from more entry points that all open this one in-shell form: the executive + New menu (New brand), and the top Search anything box's Create section (New brand), so there is never a second create surface. The portfolio pipeline view (stage, organization, revenue, Import, Track a business by hand) kept below the real list. Every number computes from real records: revenue, invested, funding, and readiness are owner-entered, lead and sales counts come from the member's own CRM, trends only show once real history exists, and nothing is ever estimated. Ask Business Kenny sits on the Overview and drill-down, answering portfolio questions from the live numbers (rides the standard Kenny allowance). The Overview also carries the Empire ladder, an EARNED status computed from real records and revenue-gated (entity count is never the test): Founder is the first company on the board, Operator is the first brand actually generating revenue, and Empire is three revenue-generating brands across two or more companies; the Empire progress strip shows the current rung and exactly what earns the next one, and crossing a rung fires a one-time congratulation (a Milestone notification in the bell plus Kenny celebrating it on the next dashboard visit). REVENUE CONNECTIONS (verified revenue): each organization's and brand's financial area (the Financial Roll-Up, and each unit's Financials tab) carries a Revenue connections section where the member connects the accounts their real revenue arrives in: one source per Stripe account, added by pasting a restricted READ-ONLY Stripe key (in Stripe: Developers, API keys, Create restricted key, with Read access to Charges and Balance and everything else None), so three Stripe accounts are three sources; a bank connection (Plaid) is scaffolded and shows honestly as coming online once bank keys are added. Keys are encrypted at rest, used server-side only, and never shown again (only the label and last 4 characters appear). Each source syncs a rollup of gross revenue by month for the last 12 months plus a lifetime total (a Refresh button, plus automatic re-sync when a read finds the source older than 24 hours; a key that cannot read charges shows an honest per-source fix-it message). The synced actuals appear as a distinct VERIFIED REVENUE line on the Financial Roll-Up and Overview, always clearly separated from the member's own entered numbers, and they power the Earning-verified signal (an idea or brand linked to real revenue above zero). Connecting sources is free and nothing here uses AI credits. The whole AEP renders in two looks, the light Private Bank mode (warm ivory and gold, the default) and the dark Obsidian mode, switched by the sun/moon toggle at the top right of every executive page (next to the breadcrumbs; a second copy sits in the rail's member chip) and remembered per browser, staying put as the member moves between pages; the toggle changes only the executive portfolio area. The executive left rail's main sections collapse and expand with a small chevron on each section row (the choice is remembered per browser; arriving inside a section reopens it, and an explicit chevron click always wins, even while inside). GETTING STARTED (Aug 12 2026, the rail's first row, /empire/getting-started): the guided nine-step sequence that makes the AEP work for you, every step checking itself off from real records (workspace, orgs, brands, your own People profile, the three goal types with Financial first, the Org Design Cheat Sheet, a revenue connection, publishing the Executive Profile, and reading the AEP help guide at /empire/guide), with a thin gold progress bar, per-step View video walkthrough buttons the owner fills inline (Loom, YouTube, Vimeo), a Back to Getting Started chip on pages opened from the checklist, and a persistent YOUR NEXT MOVE card on the Portfolio Overview computed from the same sequence; onboarding lands new members on Getting Started (their name leads its masthead), and the final step offers the choice of the overview's spotlight walkthrough (never auto-run, replayable from the floating question mark) or the written guide at /empire/guide. The People section runs two tabs (the roster with an Upload roster CSV/Excel importer that never duplicates anyone, and an Add a person intake whose one thin Relationship dropdown opens the matching form), and the Revenue Connections form carries a Provider dropdown (Stripe live today; PayPal, QuickBooks, Gusto, and Plaid declared honestly as coming online). Available to every member from the free plan up.
What it is for
seeing the whole empire at once and deciding where attention and money go next, above the day-to-day tools
How to use it
Open /empire (the top row of the header's Switch product menu, or the portfolio banner on the dashboard). Tap Import to pull in your organizations, brands, and saved ideas, or add a first organization from scratch (there is no default organization). Then work the Portfolio Overview, Stage Pipeline, Financial Roll-Up, Portfolio Map, Brands, Financial Goals, and Risk Signals, and open any unit into its real tools. Every number is your own entry; nothing is estimated. Free from the free plan up.