Primary buyer
Fractional CFO firms, CAS practices, advisory teams, financial operators, and executive teams that need better visibility across clients, meetings, KPIs, and follow-through.
Marketing / sales playbook
Sell ADK Intel as the operating layer for modern advisory teams.
A concise field guide for messaging, buyer fit, pricing, feature packaging, discovery, demo flow, and objection handling.
Core message
ADK Intel turns scattered advisory work into a repeatable operating system: dashboards, forecasts, AI meeting intelligence, tasks, reporting, and client collaboration.
Trust posture
Lead with structured workflows, permissioned collaboration, upload-first data, auditability, and no-PII defaults for safer AI-assisted operations.
Pricing
Packaging and commercial model
Foundation
$299/mo
$239/mo effective annually
Small advisory teams establishing a repeatable operating rhythm.
- Up to 10 active clients
- 3 advisor seats
- KPI dashboards
- Cash flow forecasting
- AI meeting summaries
Operator
Lead with this$799/mo
$639/mo effective annually
Growing firms standardizing advisory delivery across a larger book.
- Up to 25 active clients
- Scenario planning
- Benchmarks
- AI meeting prep
- Trigger and alert systems
Command
$1,999/mo
$1,599/mo effective annually
Firm-wide operating system for multi-team advisory organizations.
- 75+ active clients
- Role-based access
- Advanced reporting
- Workflow automation
- Priority support
Enterprise
Custom
Scoped with the team
Bespoke environments, custom onboarding, and enterprise deployment needs.
- Unlimited clients
- Custom permissions
- Data zones
- White-label readiness
- Named technical partner
Annual billing receives 20% off. Enterprise routes to a consultative sales conversation.
Feature map
What to emphasize by buyer pain
Core platform
- Multi-client dashboard
- Client portals
- File management
- Firm admin controls
- Audit history
AI intelligence
- Meeting summaries
- Prep briefs
- Variance commentary
- Risk detection
- Workflow suggestions
Financial intelligence
- KPI tracking
- Budgets
- Forecasts
- Cash runway
- Scenario planning
Execution systems
- SOP builder
- Tasks
- Homework
- Approval workflows
- Recurring checklists
Discovery
Qualify around workflow friction
The strongest opportunities usually have client growth, manual reporting burden, inconsistent follow-up, or partner-level visibility gaps.
- 1How many active advisory clients does your team support today?
- 2Where does meeting prep, KPI review, and follow-up currently break down?
- 3Which reports are manually recreated every month or quarter?
- 4What client signals do you wish you could spot earlier?
- 5Who needs visibility: advisors, analysts, partners, clients, or executives?
Demo flow
Show the platform in five moves
01
Firm dashboard
Start with portfolio-wide visibility and client health.
02
Client workspace
Open one client and show KPIs, documents, tasks, and meetings.
03
AI meeting loop
Move from prep to summary to action items.
04
Forecast scenario
Show how assumptions become decisions.
05
Reporting
Close with exports, board reports, and client-ready recaps.
Objection handling
Keep the conversation practical
Close on value, not seats.
The economic case is fewer manual prep hours, faster reporting cycles, better client visibility, and more consistent advisory delivery.
We already use spreadsheets and dashboards.
Position ADK Intel as the operating layer around those tools: client context, recurring workflows, AI summaries, meeting prep, and cross-client visibility in one workspace.
We are worried about sensitive data.
Lead with upload-first workflows, no-PII defaults, permissions, audit history, and the ability to keep advisory work structured without oversharing client details.
The team is too busy to implement another platform.
Sell the first workflow, not the whole universe: one client, one dashboard, one meeting loop, then expand once the rhythm is proven.