The operating system for building your business
Company Base OS reads your business profile, scores how established you are across the areas that matter, and hands you one clear next step at a time. Stop guessing, follow the map.
A business software subscription.
Run your whole business from one place
Three engines work together so you always know where your business stands and what to do next.
Business Readiness Score
An AI assessment across 9 areas, business identity, online presence, legal standing, operations, documentation and more, with a plain-English breakdown of what's strong and what to improve.
Strategy Mapper
Scores the best next moves for your business against your real goals and stage, then ranks what to focus on first, so your effort always goes where it counts.
Guided Execution
A phase-by-phase roadmap and an always-on command card that surfaces the single most important action for your business right now, never a wall of options to decode.
Always know exactly what to do next
Most owners stall because the path is invisible. Company Base OS makes it a sequence.
Set up your business profile
An 8-step guided wizard captures your identity, profile, and goals. Every answer feeds the AI engines.
Get your readiness score
See a score with area-by-area guidance on what's strong and what to shore up first.
Follow your roadmap
An AI-enriched roadmap lays out the exact sequence of moves, what to fix, what to build, and in what order.
Track progress and grow
Log outcomes, watch your score climb, and let the platform sharpen its guidance as your business progresses.
Everything your business needs in one workspace
Business dashboard
A personalized command center built around your business data.
AI business coach
An always-on GPT-4o assistant for your business questions.
Strategy planner
The right next moves, scored against your profile and stage.
Progress roadmap
A phased trajectory from first setup to a fully established business.
Playbook library
Step-by-step execution plans matched to your situation.
Scenario simulator
Model decisions and see how they change your trajectory.
Document organizer
Keep your business records and standing in one place.
Partner & advisor access
Invite a co-founder or advisor with read-only view.
Community & wins
Share milestones and learn from other owners.
Simple, transparent pricing
One software subscription. Cancel anytime. No setup fees.
Company Base
The core system. Everything you need to become fundable.
- The 3×3 Stacking Path, the sequence that gets you approved instead of denied
- Fundable Score, with the exact blockers holding you back
- Approval Roadmap, your steps, in order, regenerated as you progress
- AI Credit Coach, knows your file, your phase, and your next move
- Approval Timing, when to apply, so you stop burning hard pulls
- Bureau Pressure Map, Tradeline Tracker, Capital Strategy
- 31 expert guides
Company Base Pro
Base tells you what to do. Pro runs the plays with you.
- Everything in Company Base
- Funding Accelerator, live application pipeline built from your real applications
- Follow-up reminders so an approval never dies from silence
- 30/60/90-day funding calendar
- Denial explainer, the real reason, and what actually fixes it
- Multi-Entity, run up to 5 businesses, each with its own score, roadmap and path
Company Base Annual
Pro for a year, plus the EIN-only playbook.
- Everything in Company Base Pro
- Fintech Domination, EIN-only funding, where nobody pulls your personal credit
- Eligibility Matcher across the full fintech platform database
- All five courses included
Need a line of credit playbook or the SBA course too? See full pricing & add-ons →
Company Base OS is a business software subscription that provides planning, organization, and educational tools.
Frequently asked questions
What exactly is Company Base OS?
It's a software platform, a subscription web app, that helps small business owners understand where their business stands, plan the right next moves, and execute a clear roadmap with AI guidance.
Who is it for?
Small business owners who want to get organized and build a stronger business without piecing together advice from a dozen sources. The platform meets you wherever your business is today.
Do I need any experience?
No. The platform is built to guide you step by step, with plain-English explanations and one clear next action at every stage.
Can I cancel anytime?
Yes. It's a month-to-month subscription you can cancel from your account at any time.
How does the AI work?
Our engines read the business details you provide and generate personalized scores, recommendations, and step-by-step plans. The more you use it, the more tailored the guidance becomes.
From the Resource Center
Practical guides to set up your business the right way and keep it running like a real, organized company.
How to Form an LLC the Right Way
The exact steps to set up a limited liability company that holds up, from naming and registered agents to your EIN and operating agreement.
Read guide →Staying in Good Standing: Reports, Licenses & Renewals
Forming your business is the easy part. Here is what it takes to keep it active, compliant, and ready to do business all year.
Read guide →Building Your Business's Online Presence
A practical setup for the digital footprint every modern business needs, website, Google Business Profile, tracking, and reviews.
Read guide →From the Blog
Guides, original research, and free tools for building business credit and getting funded, in the right order.
How to Build Business Credit With Your EIN (Not Your SSN)
Business credit is a separate file that lives under your EIN, not your Social Security number. Here is how to build it in the right order, and the honest truth about the “no-SSN, no-personal-guarantee” claims you have seen online.
Read →Business Fundability Score Calculator
Answer a few quick questions and get an estimated Fundability Score across the three things lenders weigh most.
Read →The 2026 Business Fundability Benchmark: What It Takes to Get Funded
We mapped the thresholds lenders and vendors publish and commonly require into one benchmark, so you can measure your business against what fundable actually looks like.
Read →Build a stronger business, step by step
Get your readiness score and your first next step in minutes.