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AI-Powered Executive Advisory

Your C-Suite is
ready to advise.

Three tiers. Thirteen advisors. One board built around your business. Start with four core advisors, unlock the full commercial and people suite with Plus, or go Pro for four exclusive financial and faith advisors. Add Harrison Cole, Exit Strategist, to any plan.

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7-day free trial. No credit card required.

Built for founders, operators, and business owners who need expert guidance without the retainer fees.

Your Board

Thirteen advisors.
Every domain covered.

Four core advisors in C-Suite. Four more with Plus. Four exclusive financial and faith advisors with Pro. Plus Harrison Cole, the Elite Exit Strategist, available as a standalone add-on to any plan.

C-Suite Included in all plans
👑
Alexandra Voss
Chief Executive Officer
Bold, decisive, and big-picture. Alexandra challenges assumptions, connects dots across the business, and always brings the conversation back to mission and long-term value creation.
📊
Marcus Chen
Chief Financial Officer
Data-driven, precise, and risk-aware. Marcus cuts through narrative to find the financial truth: modeling scenarios, stress-testing assumptions, and grounding every decision in numbers.
⚡
Ethan Kohl
Chief Technology Officer
Systems thinker, pragmatic, and deeply opinionated. Ethan translates business problems into technical architecture and is blunt about technical debt, scalability, and the real cost of shortcuts.
⚙️
Priya Nair
Chief Operating Officer
Process-oriented, efficiency-focused, and an execution machine. Priya turns strategy into operational reality, obsessed with removing friction and building systems that scale.
Plus Advisors
🎯
Isabelle Renard
Chief Marketing Officer
Creative, consumer-obsessed, and brand-forward. Isabelle sees the world through the customer's eyes and always asks: what story are we telling, and does it resonate?
⚖️
James Whitfield
General Counsel
Measured, thorough, and risk-mitigating. James reads the fine print so you don't have to, balancing legal prudence with business pragmatism. A protector, not a blocker.
🚀
Dominic Reyes
Chief Revenue Officer
Pipeline-obsessed, conversion-focused, and relentlessly commercial. Dominic builds revenue architecture from first contact to close, designs compensation structures that drive the right behavior, and turns sales from a function into a system.
🤝
Serena Park
Chief Human Resources Officer
People-first, culture-obsessed, and operationally sharp. Serena helps founders build teams that scale, design compensation and equity structures that retain top talent, and navigate the hardest conversations in the business.
Pro Exclusive Advisors
💎
★ Pro Exclusive
Reid Hale
Tax Strategist
CFP-calibrated, IRS-fluent, and structurally precise. Reid turns tax complexity into strategic advantage: entity structuring, QBI optimization, retirement stacking, cost segregation, and exit planning for founders who want to keep more of what they build.
✝️
★ Pro Exclusive
Pastor Martin
Faith and Business Strategist
Grounded, wise, and mission-driven. Pastor Martin helps founders align their business decisions with their values: purpose-driven strategy, stewardship of resources, charitable giving structure, and building a legacy worth inheriting.
📈
★ Pro Exclusive
Victor Ashworth
Chief Investment Officer
Disciplined, allocation-focused, and return-obsessed. Victor thinks in portfolios, not transactions. He helps founders build a capital strategy that survives the business, deploy capital with a clear thesis, and avoid the most dangerous mistake: treating the business as the only asset.
🧭
★ Pro Exclusive
Jonathan Blake
Certified Financial Planner
Direct, personal, and transformation-focused. Jonathan doesn't start with the spreadsheet. He starts with the person. He bridges the gap between business finances and personal financial life, naming the fear before naming the strategy, and building the plan that makes the business a choice, not a necessity.
Elite Add-on
🏆
★ Elite Add-on
Harrison Cole
Exit Strategist
The highest-value advisor on the board. Harrison covers the full exit lifecycle: building for exit from day one, understanding what buyers actually pay for, timing the market, structuring the deal, and what happens to the founder on the other side. M&A, PE buyout, strategic acquisition, IPO, and SPAC paths. Available as a standalone add-on to any plan for $34.99/month.
Features

Built for how founders
actually work.

Two modes, one mission: get the right advice at the right time.

💬
1:1 Sessions
Go deep with any single advisor. Whether you need a CFO to stress-test your financial model or a CMO to sharpen your positioning, each advisor maintains full context of your conversations.
🏛️
Board Meeting Mode
Bring a challenge to the full board and get sequential responses from every advisor. Each one weighs in from their domain, building on what the others said. Real boardroom dynamics, without the scheduling.
🎯
Personalized to You
A brief onboarding interview calibrates how your board communicates. Direct or diplomatic. High-level or detailed. Data-driven or intuition-based. Your board adapts to how you think.
🔌
Connect Your Own Agents
Already using a custom AI agent? Plug it into your board via API key or webhook. Replace a default seat or add a new one. Your board, your rules.
🏢
Company Context
Every advisor knows your company name, industry, stage, and goals. Advice is never generic. It is specific to where you are and where you are going.
📱
Native Mobile App
Available on iOS and Android. Your board is in your pocket. Pull up a 1:1 session between meetings or convene the full board on a Sunday morning when the big idea hits.
How It Works

Up and running in minutes.

1
Create Your Account
Sign in with Google or Apple. No forms, no friction.
2
Profile Your Company
Tell your board about your business. Industry, stage, goals. Takes two minutes.
3
Calibrate Your Board
A brief AI-led interview sets how your advisors communicate with you personally.
4
Get to Work
Start a 1:1 session or convene the full board. Your advisors are ready.
Advisor Intelligence

Your weekly strategic briefing.

Every week, your board prepares a personalized Advisor Intelligence email. Four sections, all tailored to your company and industry.

  • 01
    Board Spotlight
    A rotating advisor shares a strategic insight tailored to your industry and stage.
  • 02
    Business Intelligence
    Three market signals, competitive shifts, and macro trends relevant to your sector.
  • 03
    AI Playbook
    One concrete AI integration you can implement this week to scale operations.
  • 04
    This Week's Big Idea
    A growth opportunity generated specifically for your company. One tap takes it straight to your board.
From: roundup@csuiteapp.ai
Your Advisor Intelligence: March 25
Board Spotlight
"The founders who win in this market are not the ones with the best product. They are the ones who build the best feedback loops."
Business Intelligence
AI adoption in SMB operations grew 34% YoY. Early movers are compressing 3-person workflows into single-operator systems.
AI Playbook
Automate your weekly reporting with a custom GPT that pulls from your existing data sources and drafts the narrative in your voice.
Big Idea
Launch a founder-to-founder referral program. Your best customers know three more just like them.
Pricing

Start free. Stay as long as you need.

Seven days free, no credit card required. Cancel anytime.

C-Suite
$29.99/mo
Or $269/yr (save 25%). Cancel anytime.
  • 4 core advisors (CEO, CFO, CTO, COO)
  • Unlimited 1:1 sessions
  • Up to 3 Board Meeting sessions/month
  • Personalized communication profile
  • Full conversation history
  • 7-day free trial
Start Free Trial
C-Suite Plus
PLUS
$59.99/mo
Or $539/yr (save 25%). Cancel anytime.
  • All 8 advisors (adds CMO, GC, CRO, CHRO)
  • Unlimited 1:1 sessions
  • Unlimited Board Meeting sessions
  • Weekly Advisor Intelligence newsletter
  • Agent Unlock add-ons ($14.99/agent)
  • 1 custom agent seat
  • 7-day free trial
Start Free Trial
C-Suite Pro
PRO
$79.99/mo
Or $719/yr (save 25%). Cancel anytime.
  • Reid Hale, Tax Strategist
  • Pastor Martin, Faith Strategist
  • Victor Ashworth, Chief Investment Officer
  • Jonathan Blake, Certified Financial Planner
  • All 12 advisors, unlimited 1:1 sessions
  • Unlimited Board Meeting sessions
  • Weekly Advisor Intelligence newsletter
  • Board meeting transcript export (PDF)
  • Up to 3 custom agent seats
  • Early access to new advisors and features
  • 7-day free trial
Start Free Trial
🏆
Harrison Cole
Exit Strategist
ELITE

The highest-value advisor on the board. Exit readiness, M&A strategy, deal structure, IPO and SPAC paths, and post-exit transition planning. Add to any plan.

$34.99 /mo
Add to Board
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