Folder structure
Thirteen numbered folders with business-type-specific additions.
Generate →Working structures
Templates That Make the Next Move Obvious
Generate durable operating formats without pretending one checklist fits every funding provider or business.
Templates are working structures—not magic forms.
Missing-document tracker
Status, priority, owner, due date, why it matters, and next action.
Generate →Deal snapshot
A factual one-page summary for human review and handoff.
Generated through actionFile naming
YYYY-MM_Provider_DocumentType_BusinessName.ext
Context note
Event, period, amount, factual cause, support, and reviewer questions.
Generated through actionPrivacy checklist
Prohibited inputs, redaction steps, sharing rules, and stop-processing triggers.
Review →Originals stay original.
Standardized names, redactions, and summaries belong on clearly labeled working copies. Signed, legal, tax, identity, and provider-generated source records should remain unchanged in restricted storage.