Everything the work needs, in the order you need it.
Plan
Readiness roadmap
- What it does
- Turns your profile and assessment into ten stages of ordered tasks, from business foundation to business development.
- Why it matters
- Government contracting has an order: registrations depend on your legal identity, set-asides depend on your codes. Doing things out of order costs weeks.
- What you get
- A roadmap built for your business
- Why, what, where and evidence on every task
- Owners and due dates for your team
- Business foundation5 of 5 done
- 02Registration3 of 6 done
- 03Certifications0 of 5 done
- 04Operations0 of 5 done
- 05Capabilities0 of 5 done
- 06Past performance0 of 5 done
- 07Financial0 of 5 done
- 08Cybersecurity0 of 5 done
- 09Market research0 of 6 done
- 10Business development0 of 6 done
Stage 02
Registration
3 of 6 done
- Get your Unique Entity ID (UEI) at SAM.govAbout 30 min
- Register your entity in SAM.govAbout 2 hr
- Confirm your CAGE codeAbout 5 min
- Choose your NAICS codes and a primary code
- Why it matters
- NAICS codes decide which set-asides you can compete for and which size standard applies to you.
- What you need
- Your list of services and the census.gov NAICS search.
- Evidence to keep
- Your NAICS list with a one-line reason for each code.
About 30 minUp to 3 points in Registration
- Complete your SBA small business profileAbout 45 min
- Set a SAM.gov renewal reminderAbout 10 min
Illustrative preview with a fictional sample company.
Readiness tracking
- What it does
- Scores your readiness across ten weighted categories from what you have actually recorded, and keeps a history as it changes.
- Why it matters
- You can see which categories are ready and where the next points are, so the hours you have go to the work that counts most.
- What you get
- One score, every point explained
- Next actions ranked by what they add
- A thirty-day trend on your overview

Build
SAM.gov preparation
- What it does
- Walks you through the UEI, the full entity registration, your CAGE code and NAICS codes, and keeps each identifier on your profile.
- Why it matters
- An active SAM.gov registration is required to receive most federal contracts, and it lapses if it is not renewed every year.
- What you get
- Step-by-step registration tasks
- Your IDs and expiry date in one profile
- A task to plan the yearly renewal
Government IDs
Company profile, read by every registration task
- Unique Entity ID
- DEMO12345678
- Recorded
- SAM.gov registration
- All awards
- Active
- CAGE code
- Assigned after activation
- To record
- Primary NAICS
- 541512
- Recorded
Registration expires in 11 months. Your roadmap includes a task to set a renewal reminder.
Illustrative preview with a fictional sample company.
Certifications
- What it does
- Explains the SBA programs (8(a), WOSB and EDWOSB, HUBZone, VOSB and SDVOSB) and tracks your preparation for the ones that apply.
- Why it matters
- Certifications open set-aside and sole-source competitions, but each has its own rules, evidence and application.
- What you get
- Each program in plain language
- A preparation checklist and evidence list
- Your status per program
Certifications
1 preparing, 1 worth a look, 6 not applicable
- Preparing
Women-Owned Small Business (WOSB)
Run by SBA
2 of 5 steps done - Potentially relevant
8(a) Business Development
Run by SBA
0 of 6 steps done - Not applicable
HUBZone
Run by SBA
- Not applicable
Service-Disabled Veteran-Owned (SDVOSB)
Run by SBA
ONE VIEW tracks your preparation. Only the program office decides eligibility.
Illustrative preview with a fictional sample company.
Business documents
- What it does
- A private vault for the evidence behind every claim: formation papers, insurance, policies, statements, with categories and folders.
- Why it matters
- Buyers and program offices ask for proof. Evidence that expires unnoticed can cost you an award.
- What you get
- Expiration dates and reminders
- Versions you can restore
- Share links that expire

Financial readiness
- What it does
- Scores the financial basics a contracting officer checks: a separate account, an accounting system, current statements, cost readiness.
- Why it matters
- Contracting officers assess financial responsibility before award (FAR 9.104-1). A small business has to show it can carry the work until invoices are paid.
- What you get
- The financial items, one by one
- A snapshot per fiscal year
- Statements kept in the vault
Financial
10% of your readiness score
75%
12 of 16 points
- Use a separate business bank account1 hr3 pts
- Use an accounting system2 hr3 pts
- Record a financial snapshot for the current or previous fiscal year30 min3 pts
- Prepare compiled or better financial statements1 hr2 pts
- Adopt cost-type-ready accounting4 hr2 pts
- Understand your indirect rates2 hr2 pts
Illustrative preview with a fictional sample company.
Prove
Capability statement
- What it does
- Builds your capability statement from your profile: you write the overview and competencies, and codes, past performance and contacts fill in.
- Why it matters
- It is the first document a contracting officer or prime asks for, and it has to be accurate the day you send it.
- What you get
- A statement per audience
- Published versions you can freeze
- PDF, Word and print export
General capabilities statement
Draft, version 3
- Company Overview
- Core Competencies
- Differentiators
- Past Performancefrom profile
- Key Personnelfrom profile
- Certificationsfrom profile
- NAICSfrom profile
- PSCfrom profile
- UEIfrom profile
- CAGEfrom profile
- Contract Vehiclesfrom profile
- Contact Informationfrom profile
Live preview
Core competencies
- Preventive maintenance for HVAC and building automation systems
- Service desk operations for occupied facilities
- Energy audits with documented savings plans
NAICS
561210, 238220
UEI
From your profile
Certifications
Only those you hold
CAGE
From your profile
Illustrative preview
Illustrative preview with a fictional sample company.
Contract references
- What it does
- Records your past performance: the project, customer, value, period, codes and a reference contact, once, for every statement and response.
- Why it matters
- Evaluators weigh relevant past work. Commercial and subcontract work counts too, if it is documented.
- What you get
- References ready to cite
- Reused on statements automatically
- Confidential work shown without the customer or value
Past performance
3 references, reused on capability statements
Statewide IT help desk
Example State Transportation Agency
2023 to 2026NAICS 541519Reference: Sam Lee
$1.26M
Patient records cloud migration
Fictional County Health Dept
2024 to 2025NAICS 541512Reference: Alex Morgan
$480K
Data platform subcontract
Sample Prime Contractor Inc.
2025, ongoingNAICS 541511Reference: Taylor Kim
$310K
Illustrative preview with a fictional sample company.
Win
Target agencies
- What it does
- Guided market research into who buys what you sell, and a CRM record for each agency you pursue, with its contacts and activity.
- Why it matters
- Agencies buy on their own schedules through their own offices. Knowing who they are is what turns readiness into opportunities.
- What you get
- Guided research by NAICS and PSC
- Agency records with contacts
- Every touchpoint logged
Agencies
4 agencies, 8 contacts
- FBRFictional Bureau of RecordsPreserves and serves public records.2 contacts3 days ago
- FDEFictional Department of ExamplesRuns example programs.2 contacts10 days ago
- ESTAExample State Transportation AgencyOperates the state transportation network.2 contacts17 days ago
- FCHDFictional County Health DeptProvides county public health services.2 contacts24 days ago
Illustrative preview with a fictional sample company.
Prime contacts
- What it does
- Tracks the prime contractors you work with or court, where each relationship stands, and the pursuits you share in a pipeline.
- Why it matters
- Many small businesses win their first federal work as a subcontractor. Those relationships take time and follow-up.
- What you get
- Primes and partners in one CRM
- Relationship status and follow-ups
- A pipeline from target to award
Prime contractors
Relationships you could support as a subcontractor
- Sample Prime Contractor Inc.Last touch 31 days agoSubcontracting
- Example Federal Systems LLCLast touch 34 days agoEngaged
- Demo Integrators GroupLast touch 38 days agoContacted
Illustrative preview with a fictional sample company.
Also in ONE VIEW.
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