# AdvisorKit — Full Documentation for LLMs

> The delivery platform for fractional executives, consultants, and agencies to manage clients, systematize delivery, and scale their practice.

## Company Overview

AdvisorKit is a multi-tenant SaaS platform purpose-built for fractional executives, independent consultants, and professional services agencies. It provides a unified operating system for managing client engagements, delivering structured advisory services, and scaling a professional practice without administrative overhead.

### Problem Statement

Fractional executives and consultants typically juggle 5-15 clients simultaneously using fragmented tools — Google Docs, spreadsheets, email, Slack, and various project management tools. This creates:
- Inconsistent client experience across engagements
- Administrative overhead consuming 40-60% of billable time
- Difficulty scaling beyond 5-7 active clients
- No systematic way to deliver repeatable, high-quality advisory work
- Inability to demonstrate ROI to clients

### Solution

AdvisorKit consolidates client management, engagement delivery, and practice operations into a single platform with:
- Branded client portals for each engagement
- Structured engagement playbooks and frameworks
- Deal rooms for professional proposal management
- AI-powered workflow automation
- Advisor network for talent matching

## Target Users

### Primary Personas

1. **Fractional Executives** — Part-time C-suite leaders (CRO, CMO, COO, CGO, CCO, CEO, VP Sales) serving multiple companies simultaneously. Typically serving B2B SaaS companies at $1M-$20M ARR.

2. **Independent Consultants & Advisors** — Solo practitioners or small firms providing strategic advisory services in revenue operations, GTM strategy, sales enablement, or marketing.

3. **Professional Services Agencies** — Boutique agencies (5-50 people) managing multiple client accounts and needing systematized delivery across team members.

## Page Directory

### Public Pages
- Homepage: https://advisorkit.com/
- Features: https://advisorkit.com/features
- Pricing: https://advisorkit.com/pricing
- Contact: https://advisorkit.com/contact
- Insight Hub (Blog): https://advisorkit.com/insight-hub

### Platform Features

#### Client Portal
Each client gets a branded portal with:
- Engagement dashboard with milestones and progress tracking
- Shared deliverables and document management
- Action items and task tracking
- Meeting scheduling and notes
- Invoice and payment management
- Direct messaging with their advisor

#### Advisor Portal
Advisors manage their practice through:
- Multi-client engagement dashboard
- Engagement playbooks and frameworks
- AI-powered deliverable generation
- Time tracking and billing
- Client feedback and satisfaction metrics
- Certification and training management

#### Sales Portal
Revenue team members use:
- Deal pipeline management
- Digital deal rooms with proposals and contracts
- Client onboarding workflows
- Revenue analytics and forecasting

#### Admin Portal
Platform administrators access:
- Organization management
- User and role management
- Advisor network oversight
- Content and blog management
- Analytics and reporting dashboards

### Product Capabilities

#### Engagement Management
- Structured engagement workflows with stage-gate progression
- Milestone tracking with automated notifications
- Deliverable management with version control
- Client action items with due dates and reminders
- Engagement health scoring

#### Deal Rooms
- Professional, branded proposal presentations
- Contract management with e-signature integration
- Multi-stakeholder collaboration
- Document sharing and access tracking
- Automated follow-up sequences

#### AI Assistant
- Engagement planning and scoping
- Deliverable draft generation
- Strategic analysis and recommendations
- Meeting preparation and summary generation
- Client communication drafting

#### Advisor Network
- Vetted advisor matching based on expertise, industry, and engagement type
- Certification and quality assurance programs
- Collaborative engagement support
- Knowledge sharing and community forums

## Technical Architecture

- **Frontend**: React 18, TypeScript, Tailwind CSS, Vite
- **Backend**: Supabase (PostgreSQL, Auth, Edge Functions, Storage)
- **AI**: Integrated LLM capabilities for workflow automation
- **Security**: Row-level security, JWT authentication, role-based access control

## Contact

- Website: https://advisorkit.com
- Sales: sales@advisorkit.com