How it works
01
Request a call
02
Assess the fit
03
Trajectory Assessment
04
Stage recommendation
Receive a clear stage recommendation: Launch, Velocity, or Apex, based on your current reality, not your goal.
05
Roadmap delivery
Receive a clear stage recommendation: Launch, Velocity, or Apex, based on your current reality, not your goal.
06
Execute with support
Execute with support
Our experts create a customized trajectory assessment that identifies your company's strengths and weaknesses on 6 core business aspects.
Capital
We provide practical financial guidance to help small and medium-sized business owners make informed decisions, improve profitability, and prepare for growth or exit.
- Forecasting and budgeting
- Cash flow management
- Break-even analysis and profitable pricing strategies
- Grant and micro-voucher support (including Alberta Innovates)
- Fundraising readiness and investor preparation
- Cap table planning
- Accounting systems setup and optimization
People
We help small and medium-sized business owners build strong, scalable teams with practical tools, clear processes, and professional support to attract, onboard, and retain the right people.
- Organizational design and structure
- Hiring templates and recruitment processes
- Equity planning and compensation strategy
- Intern and volunteer pathways
- Onboarding and performance toolkits
- HR policies and documentation
- Referrals to trusted HR partners
Legal
We help small and medium-sized business owners protect their business, clarify ownership, and reduce risk with practical legal guidance and strategic support.
- Founder and shareholder agreements
- IP strategy support via ElevateIP Alberta
- NDAs and contract review
- Business structure guidance
- Risk management and compliance
- Trademark and copyright support
Marketing
We help small and medium-sized business owners attract the right customers, communicate their value clearly, and build efficient sales systems that drive predictable revenue growth.
- Market research and customer personas
- Messaging and positioning
- Go-to-market strategy
- Sales funnel and CRM setup (e.g., HubSpot)
- Lead generation scripts and processes
- Content and campaign audits
- Website and e-commerce support
Operations
We help small and medium-sized business owners streamline daily operations, create efficient systems, and build scalable processes that save time, reduce risk, and support sustainable growth.
- 90-day roadmaps and execution planning
- Compliance basics and best practices
- SOP development and documentation
- Workflow automation (e.g., Notion, Microsoft 365, Zapier)
- Project management tools (Asana, Trello, Monday.com)
- Performance dashboards and reporting
- Vendor management systems
Product
We help small and medium-sized business owners validate ideas quickly, build practical products, and create seamless customer experiences without unnecessary complexity or cost.
- Product/market fit validation
- MVP roadmap and development planning
- No-code/low-code prototyping
- UI/UX feedback and optimization
- User testing and validation
- Integrations and automation (e.g., Zapier, Airtable)
- Developer hiring and team support
